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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. THE LONG VIEW  ⚫️‏ @HayekAndKeynes 24 Aug 2019
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      Trade war may be at a stalemate from here. Trump has placed tariffs, much like China has done for decades, on select industries. I see little probability that we see further tariff increases given remaining targets flow to US consumers. Hence Trump’s call for divestment.

      19 replies 36 retweets 155 likes
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    2. THE LONG VIEW  ⚫️‏ @HayekAndKeynes 24 Aug 2019
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      From here we probably see more political touch points (Taiwan arm sales/ Hong Kong commentary) but the “easy” parts of the trade war have been exhausted by the US. Given low pain tolerance I think this means tariffs have run their course... not hard to see this as equilibrium.

      8 replies 5 retweets 56 likes
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    3. THE LONG VIEW  ⚫️‏ @HayekAndKeynes 24 Aug 2019
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      One welcome aspect of this could be a desire to work with our allies to single out China. The trade deal with Japan (just announced today) could be a sign of things to come.https://www.bloomberg.com/news/articles/2019-08-24/u-s-japan-agree-on-trade-deal-framework-nikkei-reports …

      10 replies 16 retweets 73 likes
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    4. THE LONG VIEW  ⚫️‏ @HayekAndKeynes 24 Aug 2019
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      What this means: Removing tariffs will do little for the US & only help China, as such, they prob remain. That growth hit is already baked in to earnings/yields/growth. If Trump can communicate they won’t escalate further should it should provide enough clarity for investment

      7 replies 7 retweets 49 likes
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    5. THE LONG VIEW  ⚫️‏ @HayekAndKeynes 25 Aug 2019
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      https://www.wsj.com/articles/trump-suggests-second-thoughts-about-trade-war-11566728236 …

      4 replies 2 retweets 17 likes
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    6. THE LONG VIEW  ⚫️‏ @HayekAndKeynes 26 Aug 2019
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      Already softening his tone... https://apnews.com/568961a192964b849529746567b56a85 …pic.twitter.com/VnFmWbXb6A

      8 replies 5 retweets 22 likes
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    7. THE LONG VIEW  ⚫️‏ @HayekAndKeynes 28 Aug 2019
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      THE LONG VIEW  ⚫️ Retweeted Global Times

      https://twitter.com/globaltimesnews/status/1166882952027881473?s=21 …

      THE LONG VIEW  ⚫️ added,

      Global TimesVerified account @globaltimesnews
      #China urges the #US to immediately cease such provocative actions to avoid unexpected events. The PLA will take all necessary measures to defend China's sovereignty and safeguard peace and stability in the #SouthChinaSea https://twitter.com/globaltimesnews/status/1166882870146633728 …
      4 replies 2 retweets 8 likes
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    8. THE LONG VIEW  ⚫️‏ @HayekAndKeynes 6 Sep 2019
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      THE LONG VIEW  ⚫️ Retweeted FinancialJuice

      https://twitter.com/financialjuice/status/1170010088976859137?s=21 …

      THE LONG VIEW  ⚫️ added,

      FinancialJuice @FinancialJuice
      US Sec. of State Pompeo: US will use the upcoming UN General Assembly to persuade other countries to help "call out" China over the treatment of Uighur Muslim minority $MACRO #USA #China https://www.financialjuice.com/News/4737277/US-Sec-of-State-Pompeo-US-will-use-the-upcoming-UN-General-Assembly-to-persuade-other-countries-to-help-call-out-China-over-the-treatment-of-Uighur-Muslim-minority.aspx …
      2 replies 0 retweets 8 likes
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    9. Molson Hart‏ @Molson_Hart 6 Sep 2019
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      Replying to @HayekAndKeynes

      Trump is fighting with one hand behind his back. He can't directly control the fed, while Xi Jinping can print money and lower interest rates at will. We're the stronger nation economically, today, but China is tough. He needs to juice the economy through election 2020, too.

      1 reply 0 retweets 0 likes
    10. THE LONG VIEW  ⚫️‏ @HayekAndKeynes 6 Sep 2019
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      Replying to @Molson_Hart

      China’s Achilles heel is it’s desire for better international reputation and it’s property bubble. Trump is going after both. China does have a lot of advantages though

      1 reply 1 retweet 0 likes
      Molson Hart‏ @Molson_Hart 6 Sep 2019
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      Replying to @HayekAndKeynes

      While there's a cultural, almost-hardwired, desire for "face", I don't think they care. Their real achilles heal is internal revolt. They must keep the economy revving to prevent that. Agree re: advantages of China. Ofc, however, USA has more.

      9:47 AM - 6 Sep 2019
      0 replies 0 retweets 0 likes

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