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Tariff Announcements Are Bad. Unless They’re Good

Tariff Announcements Are Bad. Unless They’re Good Tariff Announcements Are Bad. Unless They’re Good

When President Donald Trump made his Liberation Day announcements, his harshest critics immediately declared him an economic arsonist playing with fire he didn’t understand, while his strongest acolytes insisted he was 10 moves ahead, playing 4D chess with geopolitical mastery. Both camps jumped the gun.

His was the opening salvo in a high-stakes game. Sometimes, the most effective strategy isn’t conventional. Sometimes it breaks the mold. Trump’s tariff gambit had the same disruptive effect.

He was never under the illusion that his first offer would be the last word. That’s not how negotiation works. It’s not even how business works.

Trump’s not playing chess. It’s more akin to Go

His announcement was surprising, yes. But that doesn’t necessarily make it wrong. In fact, it was reminiscent of a similarly shocking moment in another high-stakes arena: the legendary 2016 Go match between world champion Lee Sedol and DeepMind’s AlphaGo computer program. In move 37 of Game Two of the board game, AlphaGo played an unexpected, unconventional move. At first, it looked like a mistake. But as the game unfolded, it became clear that move 37 wasn’t just valid; it was, literally, game changing. It altered the way top players—and AI developers—understood the game and, to some extent, AI itself.

That’s why chess is the wrong analogy in this tariff situation. No president can be expected to know the implications of every move like chess masters do. But they can know there will be implications from their move and as those implications unfold they will have a window to adjust their next move.

Trump understands negotiation

This president, in particular, understands the rhyme and rhythm of negotiation. He knew this negotiation, being played out in full public view, would draw out the critics and opportunists and have real world impacts. That was baked into the cake, and it’s why, I surmise, he waited until just hours after the special House elections were decided to do it.

This isn’t a private boardroom deal behind closed doors. It’s an unfolding negotiation taking place on the world stage, with millions of spectators and infinite scrutiny. That complicates things. But Trump, being Trump, accounted for that. He knew pushback would be inevitable. He couldn’t know the exact shape or timing, but he knew the opportunity to respond would come. And when it did, he took it.

Whether you agree with his tactics or not, he’s not capitulating or backtracking, he’s managing an unfolding negotiation.

What makes Trump different—and maddening to many—is that he’s not cut from traditional presidential cloth. He’s a developer, a dealmaker, someone for whom negotiation is second nature. His presidency brought that skill set into a realm where every feint and pivot is broadcast and critiqued in real time. It’s a high-wire act, sure. But not one he has entered blindly.

The dynamics of the game needed to change

The real takeaway here isn’t about trade policy. It’s about process. About resisting the impulse to rush to judgment based on ideology or tribal loyalty. These are dynamic, complex negotiations with layers most commentators either don’t understand or refuse to acknowledge.

Yes, last week was a terrifying ride, but so is our future if something doesn’t change. Lest we forget, we’re going bankrupt. Something needs to happen. The U.S.—and by extension, much of the global economy—is hurtling down an unsustainable path. Somebody had to start changing the dynamics of a game which everybody is about to lose. Trump has done so. You don’t have to like him to see that he understands the stakes.

So sure, scratch your head. Raise your eyebrows. Ask hard questions. That’s part of the process. But don’t assume you’re watching 4D chess, and don’t call the man a fool. Instead, hold back the full ire of your fire. Accept that you may not be seeing the whole game board—none of us are. Call balls and strikes as you see them, but don’t call it “game over” when it has only just begun.

There are many moves yet to come, and I don’t pretend to know how it’s all going to turn out. But as events continue to unfold, it’s unhelpful—and frankly unfair—to reduce Trump to either a genius or a fool. He is a man with a unique set of skills, forged in a different fire than most politicians, who is doing his best to deploy them in service of long-term trends in dire need of fixing. And he’s doing it none too soon.

No one knows the extent to which he will succeed. But if conventional thinking could solve our existential issues, it would have by now.



This article was originally published at www.dailysignal.com

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