This is Good, Very, Very Good

If it was weak, I would tell you it was weak. If it was a construct that contained dangerous consequences, I would warn you of them. If this trade/tariff regime was going to be harmful to the economy I would say so.

This global trade reset (as outlined) doesn’t create doom – not even close, it creates discipline.

What we’re seeing isn’t a reckless trade war. It’s a strategic recalibration targeting the structural imbalances that hollowed out American industry. The tariffs are reciprocal, calculated based on actual trade deficits. That’s not random or punitive—it’s mathematically fair.

And they’re targeted: this isn’t a broad tax on everything. The focus is on finished goods, not the raw materials and components we need to build here. That protects domestic production and supply chains—not disrupts them.

Some worry this will destabilize capital markets. But this plan doesn’t touch interest rates, credit channels, or core financial plumbing. It doesn’t burden U.S. manufacturers or trigger input price spirals. Quite the opposite—it creates revenue and predictability; two things capital markets thrive on.

It also closes loopholes like de minimis, reins in corporate arbitrage, and forces trading partners to play fair. If that creates discomfort for companies built on outsourcing and imbalance, that’s not doom. That’s a long-overdue correction.

This isn’t the collapse of global trade. It’s the end of surrender and the beginning of mutual accountability.

This is good. Very, Very good.

https://www.theburningplatform.com/2025/04/04/this-is-good-very-very-good