A lot of investors would benefit from reading Stephen Mirran's November 2024 report on restructuring global trade:
https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide...
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"A second Trump term is likely to be even more forceful than the first when it comes to reconfiguring the international trading and financial systems."
"A second Trump term is likely to be even more forceful than the first when it comes to reconfiguring the international trading and financial systems."