A bigger wallet at a poker table means you can scale up your method by pushing smaller players around. You have bigger swings b/c the hits are bigger but you also tally faster gains, assuming your discipline is a winning one.
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I don't know if Trump's tariff policy is a winning one or not, but this is the logic behind using the size of the U.S. economy to push other players around. In the process, hits on the U.S. will also be outsized, but the net effect would be positive.
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So
$AAPL and others shouldn't be a shock or some new information. In fact it may confirm that their logic (again, I don't purport to know what net result will be) is working as one would expect.1 reply 0 proslijeđenih tweetova 1 korisnik označava da mu se sviđaPrikaži ovu nit
OJ, the poker analogy is apt. But what scales at a table of discrete probabilities (yes, psychology plays huge role) is still a much more distinctly defined playing field than #GlobalMacro. As Mandelbrot & @nntaleb schooled us, complexity of variables & orders of magnitude matter
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