Eyck Freymann

He's probably going to have more purges he wants to do.

And if he wants to move against Taiwan, why initiate something that could become an open-ended cluster of

You know, his equivalent of the Russia's invasion of Ukraine or Iran war, when he's got this, you know, he has to deliver his work report.

And he wants everyone to clap and he wants everything to be controlled.

Much more likely, he gets a statement, gets everyone to sign the statement that gives him permission to take a harder line on Taiwan.

And then he comes out of in 2028 with basically a new mandate.

Then Taiwan has elections that spring.

And he's like, OK, guess what?

The DPP, the current ruling party, isn't allowed to win or else.

Oh, interesting.

I think that's a much more plausible timetable.

Trump will be a lame duck.

We will be in the midst of our 2028 cycle.

Who wants a war with Taiwan over 2028?

Because if their strategy is the boa constrictor strategy, then they're just going to keep doing it.

And at some point, Taiwan's going to choke unless we intervene.

So this is the problem with thinking about deterrence as like we're trying to stop him from doing X. Right.

No, he's already doing it.

So his threat is you Americans, it's on you to draw the line.

And when you draw the line, the markets, the NASDAQ collapses and everyone panics.