Trump Executes the Art of the Deal on the World

It’s April 9th and the news media, Wall Street, and those President Trump dubs “Panecans” remained in primal scream mode as of this morning.  Then Donald Trump executed on his plan, pausing reciprocal tariffs on every nation that did not retaliate after his Liberation Day tariff announcement of April 2nd.  Those would have gone into effect today.  He kept his across the board 10% tariff and revenue generator in place.  That left China, which did retaliate and has been thumping its chest ever since Liberation Day, the odd man out.

The rest of the world, having shown a willingness to negotiate a new economic order, now has 90 days to reach a deal with the United States.  Vital supply chains will begin their dramatic move back to the United States.  China, on the other hand, will have to come to the table, by necessity.  As Treasury Secretary Scott Bessent said, they are playing poker with a hand of 2’s. 

Betting Against Trump Costs Billions

In reality, desperate globalist financiers and their economic mouthpieces bet the house once again, that the man who rose from an assassin’s bullet, blood streaming down his face, to implore his supporters, to fight, fight, fight, didn’t know what he was doing and would be forced to yield to them.  They attempted to seize the wheel house from the Captain as he steered the Titanic away from the iceberg just ahead.   Resuming their deadly course, they say, will bring certainty and stability, not the “uncertainty” always present everywhere where there is life in this world, as opposed to death.

Arrogant beyond belief, these folks never read Trump’s Art of the Deal, believing it crass and plebian.  But that work outlines how Trump thinks – big, bold, strategic and creative.  Jeff Childers just asked ChatGPT to summarize Trump’s book for him and then analyzed that summary in the present context.  It’s rich that the so-called market masters didn’t pursue this exercise.  It was just executed against them.   

The President remains resolute, with seeming ice in his veins.  On April 8th, he told the Republican Congressional Committee dinner that,

“I’m proud to be the President for the workers, not the outsourcers; the President who stands up for Main Street, not Wall Street; who protects the middle class, not the political class; and who defends America, not trade cheaters all over the globe.” 

Before Trump’s Tariff Shock, We Were Headed for Collapse 

The short selling rage of the outsourcers popped a stock market bubble fueled by the Magnificent 7 tech stocks and their overhyped AI. The “fundamentals” are terrible. Banks are still carrying over $620 billion in unrealized losses on long-term securities. Commercial real estate remains fragile. Loan delinquencies are ticking higher. The Fed itself is underwater – its deferred asset position now sits at $223 billion, preventing remittances to the Treasury.

But, already, if you focus on the physical economy, you see the massive positive transformations Trump is creating.  On Tuesday, Donald Trump stood among an enthusiastic group of coal miners and turned the lights on yet again for their industry.  The rare earths China is said to irredeemably dominate–well, they are a byproduct of coal mining.   Clean coal, drill baby drill, and the deployment of advanced nuclear power and winning the race for fusion technology will power the new American technological revolution.  More importantly, we will be proud producers again, not consumers of cheap goods in a doom cycle of drugs, death, and despair. 

It takes years to reshore, is the current refrain against Trump’s shock and awe.   But he is racing to peel the stupid regulations way which prohibit rapid growth.  Everyone is reading Arthur Herman’s Freedom’s Forge, the story of the World War II mobilization where the foremost productive machine the world has ever seen was stood up in months, not years.  That was necessity then.  It is necessity now.  That miracle depended on a mission driven  and well paid productive workforce.  Recreating that is, perhaps, the most essential task ahead. 

The Rebirth of the American Industrial Giant is Underway

Already oil prices have dropped.  There was a full point drop in the capital formation critical interest rate on 10 year bonds.  More than 70 nations have contacted the White House to negotiate a new world order of trade and much else, creating vast new revenue flows to pay down the debt and fund big projects –Trump’s golden age of American productivity. A new trade order will be born with, hopefully, a new Bretton Woods monetary system where certainty comes from fixed, low, long term exchange rates fueling massive productive growth.

Just look across the world at the wreckage globalism brought us. The once potent German economy, based in middle sized shops producing precisely engineered machine tools and other capital intensive products, has crashed, ruined by the Green delusion. Most of Europe is the same, drowning in the posturing and bureaucratic and globalist fixations of the EU.  The entire world is in demographic collapse, having adopted the modern British Empire’s Malthusian disease years back.  We find ourselves struggling with the most basic fact of life, how to produce and sustain more kids and, thus, the human future. 

Since the 1980s, our manufacturing and industrial capacity and potentials were outsourced, shifting to a consumer and services based economy which eroded our national identity like a cancer.  Flyover country, as the elites call the entirety of the country absent the coasts, was littered with thousands of closed factories.  Our once proud farmers were reduced to share croppers for massive cartels producing soybeans for export, not food for our people. Ghost towns sprung up where thriving small communities once were.  Once productive cities now host gambling casinos, sports stadiums, and other bread and circuses activities as their major selling points.

We depend on China even for vital materials for defense production, lifesaving drugs, and the capital goods and machine tools necessary to run a modern economy.  The class divide is stark.  More than half the population struggles day to day to survive while the market’s better gamblers, privileged to know the algorithms and inside secrets,  accumulate huge unearned wealth. Treasury Secretary Scott Bessent emphasized this last week when he noted that more Americans are going to food banks than ever before at the same time that more of the wealthy are taking European vacations than ever before.

This dystopian future was purchased by going into massive debt, enriching those who would control our speech, behavior, and, most significantly, our children.  The current massive debt began when Barack Obama bailed out the banks of the entire world on the backs of the American people in 2008, securing his presidency by becoming, as he said, the savior of the bankers over the recently impoverished people who were coming at them with pitchforks.  It skyrocketed with the Fed’s zero and negative interest rate regime, handing full control of the economy to globalist Central Bankers and Biden’s guns and butter excesses.

Classically, inflation is caused by too much money chasing too few goods.  Joe Biden shoved that regime down the throats of the majority of Americans while his cronies profited massively. 

As Trump said, no other President would see the iceberg so clearly ahead and move to change course without fear or favor.  Now, Congress must pass a budget based on Trump’s fealty to the working and middle classes.  That’s the next obstacle ahead in this miraculous war for the future of ourselves and our posterity.