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8/3/2025, 10:17:29 PM
>>512145527
because they were always half-measures; the only thing that might work is a big-enough jolt to actually re-shore the entire value chain, even if it stings at first.
The off-shoring experiment already cost the West its industrial base and handed China permanent know-how.
Simply letting “the market” decide will keep China on top forever, because once the ecosystem is gone, incremental price signals aren’t enough to recreate it.
Therefore you need a shock: high, broad tariffs that hurt in the short run (higher prices, layoffs in downstream sectors, possible retaliation) but make it impossible for firms to keep chasing the China price.
Therefore you need a shock: high, broad tariffs that hurt in the short run (higher prices, layoffs in downstream sectors, possible retaliation) but make it impossible for firms to keep chasing the China price.
you need to remember that you are dealing with corporations, their only loyalty is to shareholders.
because they were always half-measures; the only thing that might work is a big-enough jolt to actually re-shore the entire value chain, even if it stings at first.
The off-shoring experiment already cost the West its industrial base and handed China permanent know-how.
Simply letting “the market” decide will keep China on top forever, because once the ecosystem is gone, incremental price signals aren’t enough to recreate it.
Therefore you need a shock: high, broad tariffs that hurt in the short run (higher prices, layoffs in downstream sectors, possible retaliation) but make it impossible for firms to keep chasing the China price.
Therefore you need a shock: high, broad tariffs that hurt in the short run (higher prices, layoffs in downstream sectors, possible retaliation) but make it impossible for firms to keep chasing the China price.
you need to remember that you are dealing with corporations, their only loyalty is to shareholders.
8/2/2025, 8:03:40 PM
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