### Comment:
From an economic point of view you are right. From a political, things are changing. We now seem to be entering a split world where two superpowers compete for dominance in technology and geopolitical leverage. There won't be a completely satisfactory trade deal. It might ease tension but won't change the emergence of this 21st century cold war.

### REPLY:
&gt; From an economic point of view you are right. From a political, things are changing.  
  
 The voters can remain irrational longer than I can remain solvent? Economic reality has to catch up to 'whatever feels good' populism.

### END.