The Rate Hikes Are Coming

When it comes to the federal debt and deficit, the American voting public are children who want: candy, sugar soda, to stay up all night, and to skip school, and their politicians tell them: Yes. The politicians who have said they would prioritize debt and deficit who then got into office, didn’t fulfill those promises. And when we do reduce parts of spending, we do it on those who most need the government spending.

15 to 30 percent of grocery costs are diesel fuel. Groceries are moved with vehicles using diesel fuel.

By the end of the Biden administration, the US was approaching a full soft landing, but Trump ruined it with government spending, tariffs, war, and strict immigration policies.

An Iphone isn’t a tech product, it’s a luxury product. Owning an Apple means you should reproduce, owning an Android means your DNA should not move on.

https://www.youtube.com/watch?v=Z5Lop3uryS0

Adam Tooze on Germany’s Far-Right AfD Party (Plus: Eric Hobsbawm)

When we talk about parts of Germany being “left behind”, we are talking about first-world problems. These areas are still wealthy by world and historical standards. But, their wealth and economic growth is smaller than the big cities.

https://www.youtube.com/watch?v=DoQgoV-T8wM

Trump appears to be importing a bunch of potentially unsafe meat from Brazil based on a closed door meeting with a mega donor, without much serious consideration from meat safety experts or the economic impacts.

Trump appears to be importing a bunch of potentially unsafe meat from Brazil based on a closed door meeting with a mega donor, without much serious consideration from meat safety experts or the economic impacts.

https://www.youtube.com/watch?v=KXnazzK7n20

If the goal is to get specific industries back in the US, then you want highly targeted tariffs.

Some economists think tariffs never make sense. Others, think that with strategy, thinking carefully about where to apply them, to which countries, on which items, what the different impacts will be, and informing and working with your allies…then tariffs could be a net good despite the costs. That’s not what we got from Trump.

With Trump, we got hectic tariffs that require a daily chart to manage them all. It doesn’t make sense to build a factory based on a short-term tariff that could change at any moment due to a variety of reasons.

Putting tariffs on every country cuts your leverage over any particular one country.

If the goal is to get specific industries back in the US, then you want highly targeted tariffs.

Liberation day tariffs were based on a simple formula and they were absurd on their face. The administration just didn’t do their homework when coming up with tariffs.

Trump ignored free trade agreements that the US had made with countries.

Trump enacts tariffs for a variety of personal reasons that don’t make sense, like tariffing Canada for fentanyl, even though US fentanyl mostly comes through Mexico. If I’m another country watching erratic tariffs, I don’t really know what to do to avoid tariffs, and I’m going to start planning with other countries how to counter this erratic country called the Untied States of America.

https://www.youtube.com/watch?v=pO8b9CzyEdU

BREAKING: Trump Misreads Jobs Report, Threatens To Cut Off Trade

BREAKING: Trump Misreads Jobs Report, Threatens To Cut Off Trade

Europeans talk about, and are decoupling from, the US like how the US does China due to Trump’s erratic and threatening behavior.

https://www.youtube.com/watch?v=wL_JZmdVzfg

Bessent and Trump are going to war with the bond market, but the current interest rate is a bill to be paid, not an enemy to be fought.

Bessent and Trump are going to war with the bond market, but the current interest rate is a bill to be paid, not an enemy to be fought.

https://www.youtube.com/watch?v=wZaYyNAXHK4