The White House has provided a great deal of background information on the upcoming trip to India by President Donald Trump and First Lady Melania Trump.

WHITE HOUSE – SENIOR ADMINISTRATION OFFICIAL: Good afternoon, everyone. Thanks to everyone for joining this call. The topic of the call: This is a background briefing with senior administration officials on President Donald J. Trump’s travel to India.
The briefing is embargoed until 2:30 p.m. and it’s offered on background attributed to a “senior administration official.”
Now, for your information only, we have two senior administration officials with us today. We have [senior administration officials].
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National Economic Council Director Larry Kudlow appears on CNBC for an extensive interview on upstream economic issues.  With China’s economy at a standstill; and with the troubles of the coronavirus spreading outward; what does that mean for us?
There’s some good questions in this interview.  Domestically, as we noted yesterday, the U.S. economy is strong and growing. However, the Wall Street multinationals are very exposed to the China issues. On the bright side the overall China issues are helping to push more corporate decisions toward domestic investment and away from Beijing.

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Given these lessons being learned, I sure wish we didn’t have China involved in making our medicines and medical products.  The administration needs to look at this more.
Director Kudlow also appeared on Fox Business with Lou Dobbs.
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House Intelligence Committee (HPSCI) ranking member Devin Nunes attended the intelligence briefing that has been the topic of so much recent fake news.  Nunes notes the leaking from Democrats to their media allies is entirely false.  WATCH:

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In 2017 SSCI Security Director James Wolfe was caught leaking Top Secret Classified information, the Page FISA application, to his journalist girlfriend. In late 2018 the SSCI intelligence breech was covered-up by DAG Rod Rosenstein and DC Attorney Jessie Liu.
In 2019 Defense Intelligence Agency (DIA) employee, Henry Kyle Frese, was caught leaking Top Secret classified intelligence to his journalist girlfriend.  In 2020 he pleads guilty to the charges:

[Via DOJ] – An employee of the Defense Intelligence Agency (DIA) pleaded guilty today to charges related to his disclosure of classified national defense information (NDI) to two journalists in 2018 and 2019.
[…] According to court documents, Henry Kyle Frese, 31, of Alexandria, was employed by DIA as a counterterrorism analyst from February 2018 to October 2019, and held a Top Secret//Sensitive Compartmented Information security clearance.

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More good signs.  Last week we noted Johnny McEntee (pictured right w/ Stephen Miller) was promoted to run the White House personnel office responsible for filling hundreds of top political jobs throughout various federal agencies. Mr. McEntee replaced Sean Doocey, who moved to the State Department.
The personnel office has been a key point of contention for the administration as several political appointments later became weak points with people not in alignment with the policies and objectives of President Trump.  The objective of McEntee would be to assist in finding and vetting the right MAGA person, with the right MAGA skillset, for the right job.
Today Axios is reporting:

Johnny McEntee called in White House liaisons from cabinet agencies for an introductory meeting Thursday, in which he asked them to identify political appointees across the U.S. government who are believed to be anti-Trump, three sources familiar with the meeting tell Axios.

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Kash Patel previously worked as Devin Nunes’ senior staffer on the House Intelligence Committee (HPSCI).  It was Patel who was the lead author of the Nunes memo exposing corrupt conduct of the FBI and DOJ officials during Crossfire Hurricane.

Patel joined the National Security Council’s International Organizations and Alliances directorate last February and was promoted to the senior counterterrorism role at the NSC mid-summer 2019.  According to recent reporting Patel is now joining Acting Director of National Intelligence Richard Grenell as a Senior Advisor and Catherine Herridge is reporting the objective is to ‘clean house‘.

The New York Times and a host of allied political narrative engineers attempted to spin up another Russia narrative yesterday.  The claim surrounds a briefing by DNI Joseph Maguire (pictured below) to the House Permanent Select Committee on Intelligence (HPSCI).  Adam Schiff and house Democrats in the briefing claim DNI Maguire stated Russians favored President Trump and would work to assist his re-election.

The Democrat spin was to claim President Trump replaced Maguire as an outcome of this briefing; and Trump wants to ignore Russia interference assistance. etc. etc.  The media ran with the framework of the Democrat narrative; and the political operatives piled-on.
However, in a surprise move Jake Tapper actually undercuts the narrative engineering through his own sources with information on the reality of the briefing:

(1) DNI Joseph Maguire never said Russia was, would, or is working to interfere in the election to help President Trump.  Rather the briefing nuance was that Russia has an understanding of Trump and would likely view him as a deal-maker they could work with and Sanders, Buttigieg et al were unknowns.

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Last night it was reported that President Trump was considering Doug Collins amid a group of four names for the Director of National Intelligence.    However, Collins is currently running for a Georgia senate seat.
Appearing on Fox Business with Maria Bartiromo this morning Rep. Collins outlines he is appreciative of the consideration but not interested in the position.

The dynamic for the Georgia senate seat is another example of Mitch McConnell and the Club -vs- grassroots MAGA voters.  Georgia doesn’t have a Senate primary vote, so the November senate election will be a jungle ballot.
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It was the final question in a wild and furious Democrat debate last night: “If no candidate earns the majority of delegates how should a nominee be chosen?”  Should the candidate with the most delegates be selected as the nominee?
Every candidate on stage -except Bernie Sanders- stated the private Club rules should determine the nominee at the DNC convention in Wisconsin; regardless of who comes to the convention with the highest number of delegates.   Bernie Sanders position is that whoever has the highest number of votes and earned delegates should be the nominee.

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With proportional distribution this difference of opinion could be problematic if most of the candidates stay in the race (quite probable now, except Biden) and split the non-Bernie vote. Yet, Bernie Sanders beats them all in the popular vote and earned delegate count.
After the first round delegate count at the convention the 700 ‘Super Delegates’ could select a ‘non-Bernie’ nominee in round two. This has always looked like the Club plan; however, Team Bernie will likely go bananas.
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The potential for supply chain disruption as a result of China dealing with the Coronavirus, and almost a complete shutdown of their manufacturing economy, is looming heavy upon Wall Street multinationals invested in China.
However, tangentially related, as a result of USMCA we are now seeing signs of shifted investment into North America and increases in forecasts for U.S. manufacturing.

(Via CNBC) […] Early in the week, New York’s Empire State Manufacturing Survey for general business conditions posted a reading of 12.9, up 8 points from January and its best level since May. New orders surged to 22.1, the highest since September 2017, and shipments rose to 18.9, the best since November 2018.
On Thursday, the Philadelphia survey exploded 20 points higher to 36.7, the highest since February 2017. New orders hit their highest since May 2018. (more)

The Philadelphia FED tracks factory orders in eastern Pennsylvania, Southern New Jersey, and Delaware.  New orders in that region soared far higher than all expectations, reflecting a strong consumer-driven economy with ongoing purchases of durable goods.
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