FACT: It has been over 60-years since Canada purchased a submarine.  FACT: Canada has never built one.  FACT: Currently the Canadian military have ONE operable submarine out of a fleet of four used ones previously purchased. FACT: Canada recently proclaimed themselves as the North American defender of the Arctic.

Now, put all those facts in the overlay of the December 2024 meeting in Mar-a-Lago between President Trump and Canadian Prime Minister Justin Trudeau.  President Trump was demanding that Trudeau increase their NATO spending and develop a working Canadian military.

Someone recently asked in the comments section why I have an issue with Canada, specifically why a new level of distain for our Northern neighbors.  Quite simply, there is a level of lying that exceeds my tongue bite capacity; that level of deceit comes when fabricating lies is accompanied by pretending. The Canadian government is the worst type of political abuser.  They willfully pretend and simultaneously lie to the Canadian people. That’s the answer.

Today, the government of Canadian Prime Minister Mark Carney announce that German industrial shipbuilder TKMS will be awarded a contract for “up to 12 submarines” valued between $20 and $30 billion {source link}.  Now, let’s not pretend.

First, the submarine contract is intended to get Canada back into reasonable position on their NATO obligations.

In reality, it is quite remarkable to think about the Canadian nation with only one currently functional submarine. “Canada hasn’t purchased unused submarines since the 1960s, during the Cold War, and has never ordered anywhere near 12 at once. Canada currently owns four subs, all of which were purchased second-hand, and only one of which is typically operational.” {citation} Now, think about that Mar-a-Lago conversation again.

Second, Canada can’t build their own submarines?

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U.S. Ambassador to Canada Pete Hoekstra appears for an interview on CBC News to share perspectives on U.S-Canada relations.  However, what happens within the interview is a case study on how Canadian media represent an extension of the Canadian government.

This example is exactly why the Canadian people have no reference point for information counter to the official propaganda policy from their government offices. Rebecca Zandbergen, host of CBC’s Ottawa Morning represents the voice of government in combative tone, condescending attitude and refusal to accept counter arguments.

The level of passive-aggressive condescension highlights why Canada has continued to lose position in a world where pretending has become devalued.  However, it’s clear why the Canadian people will be stunned when it all collapses around them.  They have no reference points. Ambassador Hoekstra should get hazard pay. WATCH (prompted):

I like how Hoekstra reminds Rebecca Zandbergen that the 51st state issue surfaced as an outcome of a discussion between Prime Minister Justin Trudeau and President Trump in Mar-a-Lago that centered around NATO spending and reciprocity in trade via non-tariff barriers.  The points Ambassador Hoekstra makes at the end of this interview are exactly on point, and yet Zandbergen pretends not to understand them.

The American govt is not running anti-Carney advertising in Canada. Americans are not banning Canadian products. The American Government is not telling Americans not to travel to Canada.  The American govt has not banned Canadian companies from bidding on contracts.  These are all actions taken by the Canadian government.

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The media and Canadian government discussions around the U.S-Canada trade and economic relationship, specifically as they pertain to the USMCA (CUSMA) continue to be fascinating.

As we noted over a year ago, the expressed perception from the Canadian side was remarkably disconnected from the most likely scenario.

The level of entrenched disbelief that the U.S. could completely separate from a trilateral trade deal in favor of a bilateral replacement has been remarkable to watch.

However, for the first time today Canadian media began admitting to themselves the USMCA can technically be terminated within six months; albeit buried at the end of the article.

GLOBAL NEWS – […] “I’m not in a position to guarantee anything. These decisions are made at the White House. They are made by the president,” Hoekstra said.

His comments come just days after the Trump administration declined to extend the trilateral pact with Canada and Mexico for a new 16-year term, citing what the U.S. calls “shortcomings” and “trade deficits.” Mexico and Canada both publicly pushed for a renewal.

U.S. President Donald Trump suggested last month that the U.S. is “better without” CUSMA, and that he’d even prefer to see it “terminated.”

When asked by Global News, Hoekstra would not say if the administration is considering ripping up the deal, which can be done by any party with six months’ formal notice. 

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Canada booed the U.S.A during the FIFA World Cup opening celebrations.  Today, on our biggest national holiday, Morocco crushed Canada 3-0 sending them home.

Canada haz sad.

[SOURCE]

I’m not sure why Canadian media needed to emphasize the absence of Ruth; but, oh well, bye.

Canada became the first of the co-hosts to exit the World Cup as a clinical Morocco won 3-0 to reach the quarter-finals on Saturday in Houston. The 2022 semi-finalists Morocco will face title favourites France or Paraguay as the business end of the tournament in North America approaches. (more)

An ancillary note of historic irony.  In December of 1777, Morocco was the first country to recognize American independence. Sultan Mohammed III of Morocco issued a declaration allowing American ships to freely enter Moroccan ports, granting them the same privileges as vessels from nations with established treaties, effectively recognizing the United States as a sovereign nation.

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I’ve said it before, U.S. Ambassador to Canada Pete Hoekstra is the most underpaid U.S. emissary sent to a hostile nation and constantly surrounded by threats, bitterness, anger and hatred.

It would be easier to be U.S. ambassador to North Korea.

There is so much nuance inside this interview, it is remarkable.

Ambassador Hoekstra tries in his best diplomatic form to tell the two Canadians Michael LeBlanc and Dr. Sylvain Charlebois about the underlying nature of the U.S-Canada trade conflicts.  However, in typical Canadian fashion both indoctrinated interviewers are curiously stumped by the points Hoekstra presents.  I am prompting this one because you also need to see the body/facial language. WATCH:

[SIDENOTE: The Canadians needed to turn off the comments on YouTube because Canadians are angry, bitter, abusive, vulgar and nasty in every comment section on the subject of U.S-Canada relations.]

Canada’s greatest strategic weakness is what Canadians call their greatest strength, pride.

There is a big difference between being proud and being prideful. The Canadian worldview is based on the latter.

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U.S. Trade Representative Jamieson Greer has made it official.  Delivering an official statement today following a discussion between the United States, Mexico and Canada, USTR Jamieson Greer informed the group the USA will not be renewing the USMCA trilateral trade agreement. [SOURCE]

[SOURCE]

Unfortunately, yet predictably given how much false information has been pushed on this issue, the Canadian team will now believe they have a period of ten consecutive years of negotiation before the trade deal is over.  This is structurally and completely false.  The Canadian media will likely continue selling this false hope.

In reality, with the non-renewal announcement now made, President Trump and USTR Greer can now complete the bilateral trade discussions with Mexico (noted in the announcement) and then move to stage two.

Stage two will be the United States announcing a complete withdrawal from the USMCA, which triggers a six-month countdown clock.   The formal notification of withdrawal will likely happen once the U.S. and Mexico complete the bilateral free trade agreement.

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The Canadian dollar is starting to feel the effects of long-term uncertainty. It will get worse.

...”Since the start of June, the currency has weakened 2.9%, which would be its steepest monthly decline since October 2024, as Canadian bond yields fell further below U.S. yields.”… {source}

Now, this is where you really need to pay attention to details.  Remember, the U.K and EU have a vested interest in protecting Canada from economic collapse.

President Trump doesn’t want immediate collapse either -because Xi will move in fast- but Trump is not going to provide the same financial and economic lifelines that the other four-eyes will trigger.

Reuters is reporting that tomorrow the U.S. will formally declare a “non-extension” of the USMCA trade agreement {ARTICLE} and that triggers a 10-year period to decoupling.  It is very important to understand there is a difference between announcing a “non-extension” and announcing a “withdrawal“.  The Canadians are completely confused about what is about to happen.

In a non-extension announcement, the USA is saying they do not want to extend or renew the terms of the agreement beyond the current trade agreement terms.  Yes, this is a 10-year exit.  However, that’s not the part that matters.  Announcing a decision to exit the USMCA (CUSMA), a full withdrawal from the trilateral deal, triggers a six-month countdown to exit.

The deadline to announce the decision to extend is tomorrow, July 1st.  There is no deadline on the timeline to announce an exit or withdrawal from the USMCA. That announcement can happen at any time.

Put simply, announcing a non-renewal is a 10-year exit.  Announcing a withdrawal is a 6-month exit.  The announcement to withdraw can come at any time after the statement of non-renewal.

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You might remember recent reports outlining how the economy of Canada has slipped into a recession, posting two consecutive quarters with a negative GDP outcome.  There are multiple reasons for this shrinkage, but the dominant factor is, well, quite frankly, Canadian politics and economic policy.

Meanwhile, in Mexico the opposite is happening.  Mexico’s economic activity grew 1.2% in April from the prior month, the national statistics agency said, compared with a revised increase of 0.6% in March and beating a forecast of a 0.9% increase in a Reuters poll of analysts. {source}

It is not coincidental to see the Mexican economy performing well, while the Canadian economy is contracting.  Despite their identical proximity to The United States, each nation is currently executing a fundamentally different set of economic policies.

The Canadian government has been exceptionally combative with the U.S.A, leading to friction, tariffs and economic back-and-forth measures between the two nations.

The Mexican government has expressly understood the nature of their dependency, admitted it, taken no action to diminish it, and purposefully set out to align itself with the interests of America.

Canada is combative. Mexico is collaborating.

It seems unlikely that the three nations can agree on major economic policies, as a trilateral partnership would need alignment in core areas like energy policy. Canada’s energy policy is fundamentally separate from those of the U.S. and Mexico, and this is an issue that can’t be resolved through a trade agreement alone.

A large part of Mexico’s economy relies on remittances from Mexican workers in the U.S. sending money back to their families. As long as the U.S. job market stays strong—and it’s only getting stronger in the industries where many Mexicans work—Mexico will continue to benefit from America’s economic growth.

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Take more than a few thoughts to appreciate the moment.  The gift within modern technology is our ability to witness and absorb inflection points as they arise – in real time.

Europe has been collapsing. Slowly at first; then, suddenly all at once.  Political capital has been depreciating at an unsustainable scale.

Across Europe, President Trump has reset relationships, forcefully delivering an exacting pressure – not by forward influence, but more by creating an excruciating void they must fill themselves.

The result: weak economic growth, rising defense expenditures, a collective state assembly that can no longer deliver positive individual outcomes.

European leaders are all facing the same pressures.  Look around and witness history repeating.  The British Empire in chaos, the U.K Prime Minister on the point of resignation. The German industrial economy now feeling the full weight of its own short-sighted energy policy, while being stripped slowly by Chinese parasites.

As the body of the system begins to shrink rapidly, they look urgently toward Rome for moral support; they need to believe in their superiority. But Giorgia Meloni cannot get beyond her vanity.  President Trump exploits it. It works.

At the exact moment when nationalistic defenses are needed most, the Spanish people find themselves facing the sunlight upon corruption within their socialist body politic. The timing is almost too perfect.

A loving God then provides massive ironies for the world to witness.  The biggest cultural sporting event in the EU; the distraction beloved by all Europeans as an expression of pride from village to metropolis, takes place in the United States. The EU tech devices are filled with fellow countrymen telling grand tales of this incredible American land.

The timing is not something governmental policy could ever control.  This is not strategy.  This is much bigger than a roadmap the hand or mind of man could draw or imagine.  No, these specific moments are -like all historic reference points- being driven by the one universal enterprise who controls all of it. This is amazing to witness.

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President Trump is navigating a narrow path through a minefield of foreign and domestic opposition to his preferred trade position on the USMCA. Ironically, or not, on the issue of ending the USMCA we likely have more allies in the labor unions and Bernie Bros than we do amid the congressional republicans.

President Trump was asked again today about his position on the USMCA against the backdrop of a hot-mic moment when Canadian Prime Minister Mark Carney was telling him about caps on Chinese EVs coming into Canada. [Prompted]

“I would rather not have the USMCA. The primary reason I wanted it was because there was no way out of NAFTA, which was the worst trade agreement ever made — like, ever — and they had no termination… I would prefer not having an agreement, but I’m open to doing it.”

Several desperate Canadian trade watchers have framed President Trump’s “that’s good” response to Carney as if Trump was approving of the Chinese EV deal.  Again, folks are just not looking at Trump’s position through the correct lens.

Trump doesn’t care about the issue. Trump is ambivalent to the issue. It’s the same mindset Trump has carried throughout all questions and comments since the questions were first raised.

The reason for Trump’s ambivalence about the granular, sectoral questions is simply because in the big picture of Trump’s outlook, he doesn’t plan on staying in a trilateral trade deal.  Any bilateral trade deal Canada makes with a trade partner is perfectly okay, because Canada is not going to be connected to the USA in a trilateral obligation.

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