Rising antisystem sentiment among young Americans connects directly to economic uncertainty. The Mar-a-Lago accord (Trump's plan to devalue the dollar and reshape global trade) + JD Vance's recent talk on reshoring manufacturing are shaping that in an important way. As many people have noted, this growing sense of futurelessness (driven by stagnant labor markets, rising costs, and social media's endless outrage cycle) has left young people feeling the social contract is broken, while leadership vacuums and institutional weakness push them toward extremes. Meanwhile, China offers a different approach - investing! through the Consumption Boosting Action Plan, etc. We have an interesting A/B test between the two countries. The young people are mad. Will Trump's policies fix things for them? Link in next post!