@LarrySchwe94560: 1) Had a nice convo with a recently retired big CEO of a critical manufacturing company. He did a LOT of business with Chy-na. Was there many times. 2) "Other than Shanghai and Hong Kong,...…

@SuitablePolitic: The Isolation Endgame. Nobody predicts Donald Trump 100% of the time—that includes me. When he decided to exempt electronics exports from the "Liberation Day" reciprocal tariffs, that wasn't someth...…