Alright, so, Simon’s chilling in Durban—where the sun’s probably got a personal beef with hats and sunscreen. And what does he do? Jump right into Trump’s economic…what do you call it, a plan? Sure, let’s roll with that. Surface level, we’re talking tariffs, spending cuts, and tax breaks. But is there an actual method to this madness? Could be. Or not. Who knows?
So, Trump’s big brainwave? Slap tariffs around like confetti to boost revenue and bring manufacturing back home. Like sending out invitations to a party that no one might show up to. Meanwhile, the US debt is cackling at over $30 trillion. Yep, trillion with a T.
And those tariffs…South Africa’s looking at a 30% hit, and it’s not like they’re alone in feeling the love. The whole globe’s on this guest list. Now, will this reshoring business ramp up costs and maybe kick inflation back into gear? Quite possible, right? And “90 deals in 90 days” turned into “90 deals in zero days,” but who’s keeping tabs?
Foreign policy? More like foreign pffffft. NATO, Mexico, Canada—they probably have a group chat going just to vent. Then we’ve got spending cuts targeting USAID and EV subsidies, which—let’s face it—trims the soft power and green stuff. Regulation rollback, good for hassle-free business maybe, but not so fab for consumer and environmental guardrails.
And onto crypto—roll out the red carpet for deregulation—or cheap oil through OPEC. Energy party at Trump HQ! But wait, there’s talk of a Mar-a-Lago Accord? A currency and Treasury jam session. Allies needed, but, spoiler alert, RSVP list is looking sparse.
Immigration headlines snag attention, but what’s the real deal behind the scenes? It’s like the world’s watching a show. In essence, there’s a thread of logic—maybe—dangling by a frayed cable. Execution-wise, we’ve gone past clumsy. It’s like trying to juggle flaming torches on a unicycle while blindfolded. I mean, the endgame seems set to splatter into a messy, inflation-ridden scene.
Simon Brown
*Yep, positions are ungeared.
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