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Paul Triolo's avatar

Thanks for the shout out. This was the Substack that I believe was read in certain quarters and contributed to the decision to pull back here: https://pstaidecrypted.substack.com/p/stepping-back-from-escalation-is.

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Marshall Auerback's avatar

Nice to read a sensible analysis of the Trump-Xi meeting. As noxious as I find Trump, his intense realism and disdain for human rights rhetoric places him in an ideal position to establish a realistic framework for dealing with China. The problem is that Trump is so untrustworthy (as we Canadians can attest).

If Trump were serious in sustaining a workable relationship with China, he would next have a quiet word with the Taiwanese government and tell them not to count on a US defense guarantee (which would also be in keeping with a realistic foreign policy, as there's no way the US could successfully defend Taiwan if Beijing were to invade - which i doubt it would absent US provocations). And i would then go to TSMC and encourage them to build to build as many foundries in the US as possible, given that Washington won't be underwriting Taiwan's national security. Win-win for Trump and consistent with America First principles!

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