Published at 09:57 on 9 April 2025
It is amusing to see all the Trumpsplainers trying to hypothesize why Trump is doing what he is doing, when simply observing all the easily-observable facts and applying Occam’s Razor yields a far simpler and far more logically consistent explanation.
Trump has no hidden master plan with respect to trade policy. He’s not a man of great intellect. He’s the sort of intellectually and morally compromised individual that only a bourgeois society, in thrall to capitalism and possessed of a need to rationalize the power that capitalists have, could elevate to a position of great power.
Trump is exactly who he appears to be: a child of privilege, born into great wealth, whose entire life has taught him — correctly — that in a bourgeois society there is no true rule of law, that the wealthy and powerful are not bound by the laws that bind lesser people.
Trump’s inherited class privilege got him out of having to serve against his will in Vietnam. It got him a degree from an Ivy League school. It got him a huge head start in business. Once in business, he used that class privilege to repeatedly shaft his suppliers, and to repeatedly evade any serious consequences for doing so.
It is Trump’s power as capitalist, the authoritarian leader of the capitalist firm with near absolute power to fire employees at will, that got him his most famous byline during his career as an actor playing a capitalist on television.
His entire life has taught him that he can do whatever he wants, follow his whims wherever they lead him, and not only evade personal consequences, but exist in a society where huge numbers nevertheless still continue to admire him and celebrate his power.
Another characteristic of Trump is his inflated ego. This is amply-demonstrated by his numerous statements boasting of his own imagined great skills. He always thinks he is the smartest guy in the room.
Although himself a capitalist, he doesn’t always personally adhere to capitalist orthodoxy, which is pretty much squarely behind free trade. He probably would, if he were better at reasoning things out and following logical implications. But he’s not the brightest bulb in the chandelier of society. (He just thinks he is.)
For whatever reason, he has long been a big fan of tariffs. That many very smart, very bourgeois, very pro-capitalist economists think otherwise is irrelevant. That even most apolitical economists think otherwise is irrelevant. That even many left-leaning economists think otherwise is irrelevant. The consensus of social scientists, like the consensus of any sort of scientists, is irrelevant. He’s sure he’s the smartest guy in the room, after all.
Trump is so much a fan of tariffs that he once called himself a “tariff man.” He once went so far as to quip that trade wars are good and easy to win.
By virtue of assuming power in a sick republic that has amassed ever-growing power into its presidency and which has never held a president accountable to the law, Trump now has the power to create tariffs. So tariffs there are.
Last time, Trump was never fully prepared to rule. He actually was surprised he won in 2016. He never seriously planned to win, so he had no ideas (before winning) of who to assemble into an administration.
So when he won, he was forced to wing it. A lot of the folks he assembled weren’t the greatest, but a few key ones were actually competent. And even the mediocre ones could usually recognize a truly moonbat when they saw one. So his worst ideas tended to get stalled, slow-walked, and watered down.
Not in 2024. He knew he could win because he had won once before. He had plenty of helpers and followers who knew he could win and who came up with plans for what to do if he won. He assembled a team of unquestioningly loyal sycophants. There is no pushback from within this time.
So tariffs there are, and tariffs there will continue to be until Trump himself decides to change course. And Trump is now more insulated from reality than ever, so tariffs there might continue to be for some time, despite how much harm they are causing.
There is no 3D quantum chess strategy. There is just a narcissistic fascist with great power acting on his personal whim. Nothing more, nothing less.
As to what happens next, I am sure top capitalists are trying to twist Trump’s arm and get him to reconsider his policies. Who knows, they might even be successful. Trump could declare victory, citing a willingness on the part of trading partners to negotiate, and turn off the tariffs.
Then again, he could persevere; he is more insulated from reality than he ever was. This trade war could be to Trump as the Ukraine war is to Putin. Note that Putin is still in power despite how much worse than planned his Ukraine war has gone. But also note that Putin had consolidated power a lot more before he embarked on his Ukraine misadventure.
If he perseveres, expect the fascist playbook to be followed: his regime will blame the resulting economic problems on immigrants, transpeople, and others it has chosen as its scapegoats. And, the USA being the morally compromised society it is, the scapegoating may well prove to be successful.
If you’re looking for predictions, “Trump will continue to do whatever his whim dictates” is not a very good predictive theory. I suspect this is why so many pundits are avoiding this most obvious of theories.
But it doesn’t matter. The world does not organize itself around making life easy for pundits. There is no secret strategy.
Update: Well, that didn’t take long. Looks like the capitalists persuaded him to put most of it on hold… for now (or until his whim takes him in another direction).