Excuse the joke. Rupert Hogg resigning from Cathay Pacific makes me wonder if China is making it more and more difficult for non-Chinese to work in Asia. If so, this is a trade war for real.
Our Rational Actor Disruptor
Trump is a rational actor disruptor. The economy should have rationally crashed upon his election, but he has caused such a scene everyone is in shock. It’s like the United States threw a party and he entered the room and started breaking all the china (pun intended). Everyone stands around mesmerized. No one knows how to stop him. Eventually, he’ll run out of things to break and then there will be an accounting of what it means to Mr. Market. And there will be nothing slow motion about it that shock to come.