…“and we will win, and you will win, and we will keep on winning; and eventually you will say we can’t take all of this winning, …please Mr. Trump …and I will say, NO, we will win, and we will keep on winning”.
~ Donald Trump

The February jobs report was released earlier today and the results stunned the markets. Employment in the private sector surged by 298,000 for the month However, no forecaster anticipated manufacturing and construction jobs growing over 106,000 jobs.
Construction jobs swelled by 66,000 and manufacturing added another 32,000. A stunning reversal in the sectors gaining the most significant growth in the first full month of a Donald Trump presidency:

The total shattered market expectations of 190,000, according to economists surveyed by ADP. The blockbuster report also solidified market expectations for the Fed to hike interest rates next week. Probability for an increase jumped to 91 percent after the release, according to the CME.
The report encompassed the first full month under President Donald Trump, who has pledged to rebuild the nation’s aging infrastructure system. (read more)

The results are so far beyond expectations that all current forecast models are being revised. (more…)

For more than a year we have been discussing the Trump ‘America-First’ economic platform.  Within the discussion you may remember the following:

[…]  In addition, an unquantifiable benefit comes from investment, where the smart money play -to get increased return on investment- becomes putting capital INTO the U.S. economy, instead of purchasing foreign stocks. (read more)

We would strongly urge people to grasp the fundamental outline of Trump’s economic path; because he continues specifically showing evidence of this fundamental economic paradigm shift:

Masa (SoftBank) of Japan has agreed to invest $50 billion in the U.S. toward businesses and 50,000 new jobs….

— Donald J. Trump (@realDonaldTrump) December 6, 2016

In addition to the announced investment from Masayoshi Son of Softbank, a very Trump-esque business leader within Japan, President-elect Donald Trump also made a specific point about Boeing and the contract they carry to build the next generation Airforce One fleet.
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Newt Gingrich appeared on FNB’s Sunday Morning Futures with host Maria Bartiromo to discuss the Donald Trump economic platform, the transition, and the ongoing processes for the incoming President Trump administration.
Bartiromo is a very sharp and intellectually honest lady in the world of economic discussion, specifically with perspective on domestic economics which has been her center of expertise since 1995. Maria has very keen economic perspectives on domestic issues.

Apologies in advance to our conservative Canadian friends; but the explainer here is regarding America-First trade and economics against the backdrop of the Trans-Pacific Partnership trade deal, Canada and Mexico’s alignment therein, the APEC Summit and rainbow socks.

Australian Prime Minister Malcolm Turnbull and Justin from Canada

Here’s why Canada and Mexico signing up to TPP is great news for the U.S., and couldn’t come at a better time for NAFTA round #5 on November 17th.  We don’t want TPP to collapse, because TPP ties the hands of Canada and Mexico to elements of trade that are based on collective interests. Their joining TPP provides the U.S. leverage in NAFTA.
Remember, Vietnam is exactly 12 hours ahead of U.S. Eastern time zone.  At 7:450pm last evening in Vietnam (local time), at the last minute, Rainbow Socks backed out of the signing the TPP framework (explained here).  Twelve hours later, at 7:20am (local), the AP reported the agreement was “back on” with “a compromise”:

DANANG, Vietnam (AP) — The Latest on the summit of 21 Pacific Rim economies in Vietnam (all times local): 7:20 a.m. – Trade ministers say they have reached a basic agreement on a Pacific Rim trade pact without the United States.

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President Trump has expressed support for the continuation of the Import/Export bank. This has seemingly shocked a few people from conservative circles because the modern conservative doctrine has been to oppose the I/E bank.

However, Trump’s position hopefully does not come as a surprise to CTH readers because we identified a year ago how President Trump’s economic policies would seek to refocus the original intent of the Import Export Bank.

The key aspect is to return the IE to its “original intent“; not the bastardized Wall Street construct that exists today as a result of corrupt DC economic policies driven by the Wall Street’s legislative priorities purchased by multinational banks and corporations.

For more than three decades Wall Street has corrupted the economic policies emanating from DC.  The corrupted economic policy created the two economies previously discussed and the disconnected the engine of Main Street from Wall Street.  Yes, we originally shared this discussion in April of 2016, a year ago:

In 2009 the popular conservative opinion was to declare the Supreme Court’s Citizens United decision a win for “our side“. Of course, the decision ultimately opened the floodgates for unlimited corporate spending in elections via the new Super-PAC approach.

In 2016 90% of all American’s polled believe there is too much special interest money in politics, and both political parties no longer need the financial support of the electorate. Corporate lobbyists were always problematic, but now in a post CU world they control almost every aspect of electoral politics – including who wins elections. Citizens United wasn’t a win, its consequence was a major fail.

Within that reality you find one of the synergies between candidate Donald Trump and former candidate Bernie Sanders. The popular insurgencies supporting each candidate rail against the corrupting corporate financial influence. Party leadership? Meh, not-so-much.

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As we all begin to filter the impact of a historic Donald Trump victory, perhaps it is important to remind ourselves what should be the primary filter for perspective..

…the economics.

For the first time in many decades the chief executive of the United States will walk into office concerned about the fiscal stability of the United States.  For the first time ever, a titan of American Main Street is going to be in the oval office. Do not downplay the significance of this aspect. Money makes the world go ’round.
Every single global leader and politician is reviewing the U.S. election through their own domestic financial prisms. Enter, the land of Samsung, Kia etc:

SEOUL (Reuters) – South Korea said on Wednesday it will react firmly to severe financial market volatility if needed after Republican Donald Trump stunned the world by winning the race for U.S. president House, sending global markets plunging.

The government and central bank said they plan to boost monitoring of markets around the clock.

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In this outline I am going to expand on the details previously discussed {HERE}.  You won’t find this in any financial media discussion, and there’s only a handful of people I know in the west who really understand the ramifications.  Fortunately, one of them is running for President.

First some non-pretending context.  If you are a Friedman-ite, finance major from any traditional academic institute – including Wharton, and/or a person who uses data models to frame analysis about economics and finance, without the capacity to put all of your traditional reference points in the trash heap of irrelevance, then just move along.  We ain’t got time for that.

Consider Austan Goolsbee and Bill Ayers having dinner talking about what would happen if they successfully de-dollarized the globe.  Austan comes at it from one perspective, Bill from another. Bernardine Dohrn smiles, because neither of the Chicago dinner guests has any idea what would really happen in this ideological landscape; no one really does.

I first sounded the alarm on this on March 2, 2022, almost two years ago {SEE HERE}.

In the ideological DoS/CIA/WEF/Western banking frenzy to punish the horrible Russia, I took a different approach. I overlaid the human factor with the geopolitical reality of financial control mechanisms.  I predicted a cleaving outcome, because I carry no assumptions.  That’s the context.

Additionally, I’m not coming at this situational analysis having relied on charts, graphs, trade analysis, Western finance systems or actuarial constructs of monetary manipulation by central bankers.  Nope.  I sat quietly inside small to medium-sized regional banks in Western Europe and listened to the reality of what businesspeople are doing, actually doing, in their operation of their enterprise as it relates to finance and Russia. {Go Deep}

This is where the razor’s edge outcome of the cleaving, the “yellow zone” -vs- “grey zone” construct, meets reality.

What we will witness this year will be one of the biggest stories of 2024 that will impact every American.  However, few people will understand the information that will slowly trickle toward us, because too few people analyze information without historic assumptions.

When the “West” (yellow zone) triggered the sanction regime against Russia, almost no one took a big picture overlay and asked, “What about those nations who do not align with the Western intent; what will they do?”

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REPOST BY REQUEST (with addendum) – As the geography narrows before us, it is important to remember the stakes and avoid the distractions.  As a consequence, the baseline must be reaffirmed. It is critical to understand that both the DNC and RNC are private corporations with no affiliation to government.

It is a difficult shift in thinking, but the party system in U.S. politics revolves around two distinct private corporations, two clubs that feed from the same corporate trough and position for influence and affluence within a political dynamic they control.

The priority for both clubs, Republican and Democrat, is NOT politically or culturally ideological.

In the modern era, the corporate priority first begins with a battle over who controls each corporation.

As long as there is no challenge, the clubs operate without issue.  However, when there is a battle for control of the corporation, a battle that will ultimately determine the financial outcome, the internal battle becomes the priority.

2024 is going to be the election season when we see this corporate battle explode inside in the Republican group.  Decades of entrenched power are at stake, and there has been four years of counter positioning and backroom discussion leading up to this moment.

As a consequence, and I know this might sound odd to many people – but winning and/or losing elections becomes a secondary issue.  The people who control the RNC as a private corporation are not focused on winning elections. The RNC corporation is focused on retaining mission control.

The RNC want to give the illusion of support for MAGA conservatism because the illusion of choice requires a base voter.  However, every move they make on an operational level is exactly in line with their previous outlook toward cocktail-class corporate republicanism.  The MAGA base of support cannot trust this corporate group and we must not be blind or unguarded about the Machiavellian schemes they construct.

Donald Trump is not a problem for the Republican Party; Donald Trump is our response to the problem within the Republican Party.

When you hear the billionaire donor influence group saying the two priorities for control of the Republican Club involve, (1) eliminating populism in the ranks; and (2) realigning with multinational corporate objectives (vis a vis Wall Street), what they are publicly expressing is their RNC corporate need to get rid of the America First economic agenda; to get rid of the MAGA influence.

How has this historically surfaced?

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As customary in this era of a great awakening, there are a lot more Republican masks dropping this week.  There is a great deal of sunlight upon the professional and institutional Republican politicians that hold office, when contrast against the indictment of Donald Trump.  As we bear witness to the establishment opposition of candidate Donald Trump, once again it is valuable to understand the motive at the heart of this opposition.

CTH can get down in the weeds of each specific issue to discuss the motives and intents (we will, and do), but the big picture MUST remain at the forefront of understanding. If we lose track of the big picture, the weeds are overwhelming.

…“It must be remembered that there is nothing more difficult to plan, more doubtful of success, nor more dangerous to manage than a new system. For the initiator has the enmity of all who would profit by the preservation of the old institution and merely lukewarm defenders in those who gain by the new ones.”

~ Niccolò Machiavelli

♦POTUS Trump was disrupting the global order of things in order to protect and preserve the shrinking interests of the U.S.  He was fighting, almost single-handed, at the threshold of the abyss. Our interests, our position, is zero-sum. His DC opposition seeks to repel and retain the status-quo. They want to return to full economic control.

In these economic endeavors, President Trump was disrupting decades of financial schemes established to use the U.S. as a host for their endeavors. President Trump was confronting multinational corporations and the global constructs of economic systems that were put in place to the detriment of us.

There are trillions at stake. The need for control is a reaction to fear. The billionaire donor class fear losing control over economic policy and finance. They are funding every candidate, media resource, influencer operation, RNC, RGA, and every institution possible to retain their equity position. Opposition is based on economics; everything else is chaff and countermeasures.

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Tucker Carlson is defying the gravitational pull of Fox News legal department and continuing to broadcast his monologues on the Elon Musk platform known as Twitter.

For his third episode, tonight Tucker Carlson discussed the Biden administration using the Dept of Justice to target Donald Trump, while the republican establishment, including the majority of the 2024 republican presidential candidates, generally stand aside and watch the targeting take place. {Direct Rumble Link}

What Mr Carlson outlines is accurate in the context of the DC UniParty and their aligned outlook toward foreign policy. However, Carlson is smarter than this.  He knows the core opposition to Trump is not centered around foreign policy; it is one level higher; the opposition is based on economics, yes money. It is the economic policy of our nation that drives the foreign policy of our nation, perfectly encapsulated in this era when President Trump said, “economic security is national security.”

The truest reality of the thing is that foreign policy is an outcome of economic priority. So, why would Tucker stop at the neocon angle to the opposition and not drive all the way through to the core issue. Who is controlling the money? Decide for yourself.  WATCH:

Democrats want power. Republicans want money. This creates the two wings of the Uniparty apparatus. Donors to democrats do so in order to support an ideological agenda based around social control; you are a prole.  Donors to republicans do so in order to support financial control; you are a serf. This is the main distinction between the two corporations that align with mutually beneficial non-compete clauses.

As long as democrats allow republicans to operate systems toward their objective, the assembly of wealth, there is no opposition to the democrat agenda of social control.  This is the baseline of the political frustration noted by almost all “republican” voters.  The GOP politicians who are created by the billionaire donors are not acting on a priority to defend, preserve or support individual liberty.  The GOP politicians prioritize what their benefactors tell them to prioritize, the assembly of wealth and financial control.

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