President Trump repeatedly takes actions that foreign policy experts predict will be catastrophic. When these gambles do not result in the worst-case scenario, it reinforces his unconventional approach in the public eye and erodes the credibility of traditional institutions and their warnings.

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The chaotic nature of major foreign policy moves, such as the Venezuelan operation, could be strategic. By creating an overwhelming and confusing news cycle, the administration can deliberately divert media and public attention away from damaging domestic issues like the Epstein files.

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 Trump administration reveals that governance is less about ideology and more about high-stakes transactions. Success in politics, much like a game of 'money chess,' comes from identifying and trading for what each party desires—be it money, oil, or influence. This transactional nature of power is far more pervasive than many believe.

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.

The U.S. intervention in Venezuela reflects a broader domestic trend of fast, unilateral policymaking via executive authority. This pattern bypasses congressional consensus-building, heightening policy uncertainty and systemic risk premiums for investors across all sectors.

The US has historically benefited from a baseline level of high competence in its government officials, regardless of party. This tradition is now eroding, being replaced by a focus on loyalty over expertise. This degradation from competence to acolytes poses a significant, underrecognized threat to national stability and global standing.

The inability to execute basic administrative functions, like correctly appointing a prosecutor, is more than just embarrassing—it's a national security risk. It projects weakness and incompetence on the world stage, eroding the 'brand' of American capability and emboldening adversaries who see a clown car instead of a superpower.

A former National Security Council staffer observed that President Trump's decisions often seemed counterintuitive in the moment but were later revealed as brilliant strategic "chess moves." This pattern built a high degree of trust among staff, enabling them to execute his vision without always understanding the immediate rationale.

The administration's aggressive, unilateral actions are pushing European nations toward strategic autonomy rather than cooperation. This alienates key partners and fundamentally undermines the 'Allied Scale' strategy of building a collective economic bloc to counter adversaries like China.

Trump's efforts are not just breaking norms but constitute an attempt at a full-blown "political revolution." The goal is to gain direct political control over institutions like the FBI and DOJ, weaponize them against political opponents, and eliminate the checks and balances that constrain presidential power.