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This really nails how dangerous it is when bad models meet political agendas.
The whole idea of “reciprocal” tariffs sounds good until you realize it’s based on treating trade like a two-player game — when it’s really a messy, multi-layered network.
What blew my mind a bit was how even when the math works, it’s solving the wrong problem...It’s like trying to balance a budget by borrowing from one account to pay another, but every time you do it, you keep pulling from the wrong places and just making things worse.
Instead of fixing the underlying problem, you're just moving debt around without addressing the root cause. It highlights how tariffs might seem like a solution, but they’re not tackling the real structural issues.
Great post @SimpleStacker — actually helped me see how off-the-mark the whole premise was.
Exactly.... I think their entire premise is just off base. The idea that every single bilateral trade relationship needs to be balanced just doesn't make a lot of sense to me.
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