C’mon, there’s a hundred reasons why this isn’t TDS.
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No one will know if they won or lost the deal, they are way too complex for anyone to digest and summarize accurately and fairly.
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Not logical, "phase 1", "failed to decouple" and "hold put for more" cant all hang together here.
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Yeah, not TDS, I've followed Balding and he is a top China Guy, unbiased as I recall.
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TDS and ODS are a lot alike.
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Mind reading
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- End of conversation
New conversation -
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It doesn't seem anyone is factoring in the USMCA. Once signed this will also have a deleterious effect on China.This is a long game and Trump is setting up the pieces.
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I'll go with Michael Pillsbury's analysis of the deal.
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