I mean the topic of the article here is Tariffs Can Help America, and my comment was in relation to that idea. The topic was not "Trump's Ideas Are Always Smart," or "Trump is Good at Execution," or "The World Will Benefit from Donald Trump." I have not taken and therefore don't have to defend any of those positions. The tariff on the Falkland Islands may have some point or it may indeed be super dumb, but this is immaterial to my point.
The position I have taken is, I have already seen reports of countries that are willing to negotiate, and it's a good guess that Trump will ask them to buy more American stuff, and some of them will be able to. This will lead to improved earnings at US companies. Moreover, many of those companies are trading at a discount to their usual valuations right now. That's all.
