Trump's 'hokey pokey' with tariffs and threats isn't indecisiveness but a consistent strategy: make an agreement, threaten a severe and immediate penalty for breaking it, and actually follow through. This makes his threats credible and functions as a powerful deterrent that administrations lacking his perceived volatility cannot replicate.

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Trump's erratic approach isn't random; it's a strategy to create chaos and uncertainty. This keeps adversaries off-balance, allowing him to exploit openings that emerge, much like a disruptive CEO. He is comfortable with instability and uses it as a tool for negotiation and advantage.

The tariff war was not primarily about revenue but a strategic move to create an "artificial negotiating point." By imposing tariffs, the U.S. could then offer reductions in exchange for European countries committing to American technology and supply chains over China's growing, low-cost alternatives.

China's showcase of advanced military hardware, like its new aircraft carrier, is primarily a psychological tool. The strategy is to build a military so 'forbiddingly huge' that the US would hesitate to engage, allowing China to achieve goals like reabsorbing Taiwan without fighting. This suggests their focus is on perceived power to deter intervention.

Mapping Trump solely as a self-serving politician is incomplete. His behavior is better understood as a combination of a narcissist who seeks power and a patriot who genuinely wants to impose law and order, leading him to use extreme methods.

Tariffs are politically useful in a fiscal crisis because they function as a hidden consumption tax. They allow politicians to claim they're taxing foreigners and protecting the nation, while the revenue raised is insufficient to solve the debt problem and domestic consumers bear the cost.

Leaked communications reveal a conscious strategy to manipulate Donald Trump in negotiations. By advising Russian counterparts to begin calls by praising Trump's past deals, negotiators like Witkoff leverage his psychological vulnerabilities to steer conversations toward a favorable outcome.

President Xi Jinping used a phone call with President Trump not just for bilateral issues, but to strategically signal displeasure with Japan's hawkish stance on Taiwan. This "shadow play" diplomacy shows China leveraging its relationship with the U.S. to indirectly manage and warn other nations, making the U.S. a channel for its geopolitical messaging.

While the U.S. oscillates between trade policies with each new administration, China executes consistent long-term plans, like shifting to high-quality exports. This decisiveness has enabled China to find new global markets and achieve a record trade surplus, effectively outmaneuvering U.S. tactics.

Geopolitical adversaries with long-term leadership, like Iran, view the U.S.'s frequent changes in administration as a temporary inconvenience rather than a fundamental policy shift. They see the U.S. as an "obnoxious guy on the bus" whom they can simply ignore and outlast by staying their course.

The recent uptick in global conflicts, from Ukraine to the Caribbean, is not a series of isolated events. It's a direct result of adversaries perceiving American weakness and acting on the historical principle that nations expand their influence until they are met with sufficient counter-force.