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they thought it up and published a report back on it in nov 2024.

here's the plan, you can use it to advise your investments:

https://www.hudsonbaycapital.com/documents/FG/hudsonbay/rese...

the media is garbage and they can't cover anything well enough to inform. but i bet clicks are up!

So firstly if this is the theoretical underpinning the White House should be messaging that instead of what they've been saying. Also I've read that report before (this and some other reports have been referenced in media I have listened to) and I wouldn't say they are following it closely, if this was their plan it's already gone well off the rails laid out here.

Edit: to be more specific it literally talks about the potential pitfalls of unilateral tariffs, suggests imposing them over time, etc. There's a lot of stuff in there the US did so but also a lot that they did not follow (and also there's just stuff that is outside the scope of this fairly short document). I think part of the reason the tariffs caught people so flat footed is even well informed people assumed this would be how they were implemented and got the rug pulled out from under them on "Liberation Day"

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