### Comment:
He'd have to do this many months before the election. If it's even close to the election, investors would be pricing in the chance a D would win rather than pricing removal of tariffs.

### REPLY:
Bingo. 
  
 He’s not some super strategist, he thinks this is the best way to negotiate, and if it means more revenue he sees that as a win too, and I think he really believes global supply chains can pivot much faster than they really can, and that a recession isn’t likely to be caused/made to happen sooner because of his actions.

### END.