Predict the Future

Have you seen the newswires about Vietnam considering BRICS membership?

What a turnaround in just a few weeks.

Apparently, they were one of the first to call, offering 0%.
One of the first to arrive in Washington.

Did you know they even tried to bribe the Trump Organization for more access to “resorts” in Vietnam?

Once they realized that fair trade would cost them their forex reserves, what did they do?

They invited Xi to sign multiple agreements and now cite joining BRICS.

For decades, they distracted the U.S. with the South China Sea trope.

For decades, they received USAID and foreign aid.

And they managed to run some of the largest trade surpluses with the United States.

A country 1/30 the size of China—1/14 the population—somehow positioned as the gateway to a “China Plus One” strategy?

None of it ever made any sense.

In 2012, I went on Bloomberg TV and said: geopolitical uncertainties mean nothing if the trade narrative stays intact. In reference to the South China Sea.

People often say it’s good to let things play out.

But you should be smart enough to know how things will play out—because the past is prologue.

And if the past is prologue, then you should be able to extrapolate the endgame.