I guess my argument would be, I don't disagree the market can keep leaking up from here, but I also don't see why someone would pay you 25% over what you pay today in the near future(arbitrary number).
China trade needed to happen, but Trumpy wasting time dicking around. If China stopped selling you clothes...would you not buy clothes?...or would you find somewhere else to buy them?
China and US gonna keep chugging along because demand is what it is...it's just who will everyone will be doing business with?
Do you think China has stopped eating Soybeans? Or is someone else seeing a big uptick in the demand for their soy beans?
The irony is Trump is anti corporate tax, trying to fight global capitalism via taxes.
He needs a creative solution, because if you aren't part of the solution...well then...
My two cents...business view point. Politically vanilla.