Tom Bilyeu

This is a very gentle reminder that we have leverage.

And there's a concept that I think is very smart that applies from parenting to politics.

And it goes like this, minimum force necessary.

The U.S.

currently is using a maximum force approach.

It's already having massive consequences.

It will continue to have massive consequences.

Now, this is not me saying that

We might not have benefits on the other side of this from using maximum force.

There might be benefits that come out of it, and consequentialism matters to me a lot in terms of evaluating whether a move was wise or not.

But it is way, way, way, way, way higher risk.

So again, there are no credible analysts that agree with what I'm saying, but if that's part of what China's doing, I would not be the least surprised.

So it's going to be interesting to watch out for what the second and third order consequences are here as China tries to move things back into their control, as they try to make sure that they show that they have dominance in this situation as well.

Secretary of State Marco Rubio called China's actions a direct threat to global supply chains and declared that the U.S.

stands with Panama.

Of course, he's going to say that.

I think he's right to say that.

But nonetheless, China has cards to play, and they're obviously playing them.

The U.S.

is being extraordinarily offensive.