Morgan Stanley analyst Adam Jonas thinks Tesla CEO Elon Musk might be taking matters into his own hands to dodge the immediate effects of a Trump trade war.
Musk could be looking to cut a deal with China on imported Tesla vehicles while the carmaker is building a new factory in Shanghai.
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If there's one thing that the Age of Trump seems to have taught everybody in politics and business, it's that transactionalism is in.
If longstanding rules are being reworked, ignored, or outright broken every day, then you need to make your own luck.