By my market-analogy mental model, looking for causal models here, let alone exclusively determinative one, is as misguided. The market and trump do not work on mechanistic causation but via emergence from information pricing. https://twitter.com/vgr/status/1214045055243051008?s=21 …https://twitter.com/vgr/status/1214045055243051008 …
Yet a solid industry of market analysis exists so there may be a future for geopolitics there
