Kevin O’Leary appears on Fox Business to support President Trump’s tariff proposal against China that is targeted to confront the dragon behind the Beijing panda mask.  WATCH:

.

(more…)

In this segment of a remarkable interview by MeAgain Kelly, DNI Tulsi Gabbard discusses the current intelligence community research into the origin of the SARS-CoV-2 pandemic (aka COVID-19).   Gabbard talks about the U.S. government funding of ‘gain of function’ research which is a soft sounding phrase to describe the weaponization of biological agents.

Gabbard notes the gain of function research taking place in the Wuhan lab, was coordinated and funded by the United States Government, and the Intelligence Community is close to making a direct link between the research and the release of the COVID-19 virus.  Additionally, DNI Gabbard explains the concern of other biolabs around the world and then gets very close to the line of admitting the IC itself is politically weaponized (which it is but would be stunning to admit).  WATCH:

.

(more…)

This next story is a natural outcome in the flow of goods. Remember, the Bureau of Economic Analysis (BEA) of the first quarter is a hindsight review. Meaning the information released today was based on activity in January, February and March 2025.

U.S. companies surged the purchasing of import goods, mostly from China, by more than 50% in the first quarter. They were/are building inventory. So, what happens in China starting in April?

Hong Kong, CNN – China’s factory activity contracted at its fastest pace in 16 months in April, as steep US tariffs took a heavy toll on the manufacturing sector, adding urgency to Beijing’s efforts to roll out fresh economic stimulus.

The manufacturing Purchasing Managers’ Index (PMI) fell to 49.0 in April, the weakest reading since December 2023, according to data released by the National Bureau of Statistics (NBS) on Wednesday. A reading below 50 signals a contraction.

Zhao Qinghe, a senior statistician at the NBS, said in a statement that the contraction in factory activity was due to “sharp changes in the external environment and other factors.” (read more)

The U.S. has front-loaded the inventory. So, orders to China drop now. It’s a natural outcome.

We have purchased goods in advance. So, orders to China drop. As a result, the cargo shipments from China to the USA drop in April, May and June.

(more…)

As we saw previously in Term-1, President Trump has again divided and assigned trade negotiation responsibility to key cabinet members.  In this interview with CNN National Economic Council Director Kevin Hassett smiles and walks effortlessly through the narrative engineering attempt by CNN pundit Kassie Hunt.

This is a must watch interview if you are following the details of the current global trade renegotiation.

Hassett outlines the current status of trade negotiations with some of the biggest trade partners in the world.  India and Southeast Asia are being handled by Treasury Secretary Scott Bessent.  Commerce Secretary Howard Lutnick is in control of the section 232 (national security) tariffs, and USTR Jamison Greer has 19 current Free Trade Agreements outlined with various partners all willing to accept the reciprocity agreement.  WATCH:

.

(more…)

Earlier today President Trump was spotted personally reviewing the placement for two new 100-foot flagpoles that will be placed on the White House grounds.  President Trump briefly talked to media about the new additions. President Trump is personally paying for the installations. WATCH:

.

The media quickly rushed to see what President Trump was doing, and then excitedly began asking questions, that turned into a brief impromptu presser.  SEE BELOW:

(more…)

Three months ago, I was in Vietnam reviewing just how expansive the positioning of Chinese investment was in the concurrent communist nation.  The short version is Beijing’s footprint in Vietnam was already huge.

As an outcome of the 2018 tariffs against China, which coincided with a President Trump visit to southeast Asia, multiple companies shifted manufacturing operations from China to Vietnam.

Beijing saw the move and slowly increased their own strategic footprint.

In the subsequent years as COVID-19 took attention from all other matters, and with Trump removed from the equation in 2020, China increased the scale of their investment and the outcomes in 2025 are very visible.

China even built this massive Disney type village in Phu Quõc (it’s nearly empty).

The people who live in Vietnam do not have money, they are a very poor nation.  The baseline poverty level, in combination with their communist regime politics, essentially eliminates their consumer power to purchase western goods and makes trade agreements between the U.S and Vietnam somewhat moot.  However, as a proxy manufacturing nation Vietnam is a valuable resource for China.

Essentially what can be seen in Vietnam is how Beijing spends money there for influence.  The U.S footprint is negligible in comparison to the visible influence of China.

Chinese Chairman Xi Jinping is in Vietnam right now making trade deals with the allied communist government.  At this point with so much Beijing influence money already in place, China can request very strategic terms.

(more…)

In addition to Howard Lutnick, Peter Navarro and Kevin Hassett explaining the nuances of Section 232 tariff exemptions, White House Senior Policy Advisor, Stephen Miller, appears on Fox News to deliver the same message.

Steel, Aluminum, Automobiles, Pharmaceuticals and components for semiconductor manufacturing all fall under the Section 232 “National Security” tariff umbrella. Meaning, the products within each of those sectors of manufacturing are handled ¹differently from all other tariffs as executed.  WATCH:

[¹NOTE: This approach could present a problem in future lawsuits, because the administration is now beginning to define what is classified as a ‘national security’ product. Lawfare operatives will likely say in court that all other tariff sectors (not 232) are controlled by congress, not the President; at least that will be their predictable argument. The administration will counter by arguing all other sector tariffs are directed in response to the Fentanyl crisis, which is again described as a “national security” threat.]

President Trump released the following statement on Truth Social:

NOBODY is getting “off the hook” for the unfair Trade Balances, and Non-Monetary Tariff Barriers, that other Countries have used against us, especially not China which, by far, treats us the worst! There was no Tariff “exception” announced on Friday.

(more…)

You can watch Jake Tapper’s brow grow increasingly furrowed in real time as White House Economic Council Director, Kevin Hassett, smiles through the narratives and talks clearly about what is happening with President Trump’s tariff agenda.

This is a REALLY good interview.  Kevin “quokka” Hassett just keeps outlining clear examples of what regional tariffs are happening and why there are distinctions.  The interviewer Jake Tapper keeps trying to throw confusion at Hassett, who smiles and explains the reason why Tapper’s framework is silly. WATCH:

.

(more…)

Commerce Secretary Howard Lutnick appears on ABC This Week, to explain and clarify the purpose of the recently announced tariff exceptions.

According to the explanation, there are two “sector specific” tariffs in Semiconductors and Pharmaceuticals that will be announced in the next few months.  The recently announced “exemptions” are products that will be included in the sector specific tariffs that are also identified as “non-negotiable” tariffs.

Semiconductor items, automobiles, steel and aluminum as well as pharmaceutical products will fall under categories or ‘sectors’ of products that will be non-negotiable in all trade agreements for the tariff levy applied.  Any nation who enters negotiations for new Free Trade Agreements (FTAs) will not be permitted to negotiate trade on semiconductor products, automobiles, steel, aluminum and medications.  WATCH:

.

(more…)

The baseline tariffs remain, specifically as they pertain to China.  However, in a move to diminish public backlash President Trump has now exempted the majority of consumer electronics from the 125% reciprocal tariff levy.

The types of electronic and computer systems exempted, as announced by U.S Customs & Border Protection, Cargo Systems Messaging Service [DATA HERE], is extensive.  The machines used to make semiconductors will also be exempt.

All of the following products are now exempt from the larger global tariffs, including the tariffs in place against China:

•Computers (laptops, desktops, servers) •Workstations •Computer systems •Keyboards •Mice •Hard drives •Memory modules (RAM) •Power supplies •Computer motherboards •Graphic cards •Semiconductor manufacturing equipment: •Photolithography machines •Etching and doping machines •Wafer handling robots •Cleanroom systems used in chip fabrication Used by companies like TSMC, Intel, and Samsung in chip production. •Smartphones •Mobile phones with data transmission capabilities •Devices like iPhones, Android phones, and similar mobile communication devices •Wireless routers •Network switches •Modems (cable, DSL, etc.) •VoIP equipment •Communication hubs •Internet gateway devices •USB flash drives •SSDs (solid-state drives) •Memory cards (like SD, microSD) •Other flash storage devices used in everything from laptops to cameras and game consoles. •Individual solar cells, unassembled •Photovoltaic cells assembled into modules or panels, with or without bypass diodes •Custom or specialty solar panels •Microprocessors (CPUs, SoCs) •Memory chips (RAM, Flash, etc.) •Logic ICs, analog ICs, mixed-signal ICs •Specialized application chips (ASICs, GPUs, AI chips) •Widely used in all electronics: smartphones, laptops, vehicles, appliances, industrial controls •All types of LEDs [SOURCE]

The exemption announced April 11th is retroactive back to April 5th.  According to the announcement, companies who imported during the window of tariffs may request a refund due to changes in the Harmonized Tariff Schedule of the United States (HTSUS).

This is a major appeasement move to both the Communist Party of China (Beijing) and corporate tech titans like Apple.

There is no other honest framework to view this, other than President Trump retreated fearing backlash from corporate donors, Silicon Valley allies and the broader system of adverse politics.  The administration will try to spin this, but it is a really bad look.

Elon Musk won the argument, defeating Peter Navarro, Howard Lutnick, Scott Bessent and Stephen Miller.  I was wrong.  Obviously, Elon Musk has the most power and influence in the administration.

(more…)