Knowing the severe ramifications likely and taking a proactive approach toward root-cause analysis, CTH attended the ASEAN summit to gauge how Asia was likely to respond to Trump term-2 and the looming possibility of a severe nationalist approach toward a renewal of USA manufacturing. The untangling of the Beijing Belt & Road initiative was a key topic of interest noted.  [Watch Vietnam, Thailand and the Philippines.]

Secretary of State Marco Rubio traveled to Panama this weekend to express the position of President Donald Trump as it pertains to Chinese influence over the maritime transit gateway known as the Panama Canal. Following the meeting with President José Raúl Mulino, the government of Panama has announced they will no longer support China’s Belt & Road initiative.

Photographic message received; or the one-time Rubio needed to be shorter, you decide.

STATE DEPT – Secretary of State Marco Rubio met with Panamanian President José Raúl Mulino and Foreign Minister Javier Martínez-Acha today in Panama City to address critical regional and global challenges. Secretary Rubio informed President Mulino and Minister Martínez-Acha that President Trump has made a preliminary determination that the current position of influence and control of the Chinese Communist Party over the Panama Canal area is a threat to the canal and represents a violation of the Treaty Concerning the Permanent Neutrality and Operation of the Panama Canal. Secretary Rubio made clear that this status quo is unacceptable and that absent immediate changes, it would require the United States to take measures necessary to protect its rights under the Treaty.

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President Trump arrives back in Washington DC and holds a presser on the tarmac at Joint Base Andrews.  WATCH:

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These remarks will be the headlines tomorrow.

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In December of 2016 when we discussed the possibility of President Trump’s then new and unique tariff approach, we predicted negligible impact – if any at all.  It was a theory at the time, but predicated on the looming possibility that impacted nations would inevitably devalue their currency. It was the currency devaluation, in combination with directed subsidies, that would offset any tariff impact to U.S. consumers.

By the time we got to December 2019, we were no longer discussing theory.  Deflation due to currency devaluation, subsidy and a rising dollar actually became reality.  The lookback data (2017 through 2019) proved the tariffs did not raise prices. In fact, the opposite happened, we were importing broad-based deflation.

Now it’s 2025 and again China is hit with tariffs, along with Canada and Mexico.  With history as a reference, watch the Canadian Dollar and the Mexican Peso.  Initial impact shows the same thing repeating again. The U.S. dollar is rising in value, and the Canadian dollar is dropping quickly.

If this trend holds, the 25% tariffs against Canada (and Mexico) will have minimal impact, if any at all.  The lowered value Canadian dollar and Mexican peso will work as an offset and imports will be paid with higher value dollars.  Depending on the scale of what happens in the next few weeks, there is a strong possibility Canada might have just walked into a trap set by Trump.

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President Trump’s Border Czar, Tom Homan, appears on Fox News Sunday to talk about the massive drop (-93%) in attempted border crossers and the success of the current deportation operation.  Homan also outlines the intended use of Guantanamo Bay for the “worst of the worst” detainees as a matter of efficiency and expediency.

Then at the 4:48 point of the interview, a bombshell.  Tom Homan responding to a question about the cartels setting up positions inside the USA for drug and sex trafficking offices, says “I’ve gotta be careful.. {pause} ..let me just say, we’re involved”….  WATCH:

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During a Fox News interview, Senator Lindsey Graham says he is a yes on RFK Jr, Kash Patel and now Tulsi Gabbard, specifically because the latter has now assured him, she will support FISA-702 warrantless searches of U.S. citizen communication.  Senator Graham states falsely the 702 authorities only pertain to foreign nationals.  Watch how he says it, PROMPTED:

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Remember what I said about Kash Patel being the firewall selected by the Senate to make the American people drop their pitchforks and torches? Listen to Senator Graham through that protective prism and you can hear exactly that approach.

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Remember when President Trump established the “External Revenue Service?” … It’s all connected and sequential.

Almost everyone will miss, in part because outcomes appear in a sequence that few care to follow, but buried in the Trump tariff Executive Order {SEE HERE} you will discover something.  As the unofficial Deep State strategist, and the self-appointed misfit explainer of stuff, lol, we will explain:

[Sec 2, SubSection (h)]: Sec. 2. (a) All articles that are products of Canada as defined by the Federal Register notice described in subsection (e) of this section (Federal Register notice), and except for those products described in subsection (b) of this section, shall be, consistent with law, subject to an additional 25 percent ad valorem rate of duty. Such rate of duty shall apply with respect to goods entered for consumption, or withdrawn from warehouse for consumption, on or after 12:01 a.m. eastern time on February 4, 2025, except that goods entered for consumption, or withdrawn from warehouse for consumption, after such time that were loaded onto a vessel at the port of loading or in transit on the final mode of transport prior to entry into the United States before 12:01 a.m. eastern time on February 1, 2025, shall not be subject to such additional duty, only if the importer certifies to CBP as specified in the Federal Register notice.

[…] (h) For avoidance of doubt, duty-free de minimis treatment under 19 U.S.C. 1321 shall not be available for the articles described in subsection (a) and subsection (b) of this section. {link}

So, Canada and Mexico get 25% tariffs, but China only 10%.  Why?  The secret is in that subsection “(h)” when it talks about de minimis treatment. Essentially, what President Trump is doing is levying a much more massive import tax, and possible confiscation impact on the core source of fentanyl (and other illegal) substances.

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I love it when a plan comes together. It all just makes buckets of sense when we watch it rolling out. We have talked about these plans, specific plans, and objectives for several years. Now we get to watch it in action. [Big Happy]

The elimination of USAID plays a complimentary role in the specifics of this approach. More on that later. In the interim, Ric Grenell was held in reserve – not given an official cabinet position, for exactly the reason of a necessary emissary function we discussed {GO DEEP}. The first mission was a resounding success.

Additionally, President Donald Trump said in a Truth Social post on Saturday that Venezuela had agreed to take back migrants who had come to the United States illegally.

The announcement came after a meeting between President Nicolás Maduro and a senior Trump administration official, Richard Grenell, that led to the release of six US detainees held in Venezuela.

“Venezuela has agreed to receive, back into their Country, all Venezuela illegal aliens who were encamped in the U.S., including gang members of Tren de Aragua,” Trump wrote. “Venezuela has further agreed to supply the transportation back.” {link}

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President Trump signs a batch of Executive Orders and takes questions from the assembled press pool in the oval office.

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This is excellent news.  There are two distinctively different sets of tariffs scheduled to roll out in the next few days, weeks and months.

One set of long-term tariffs called MACRO tariffs focused on reciprocity and based primarily on economic fairness.  The second and more urgent set, are focused on the immediacy of national security, border security and the demand for allies to shut down their support for fentanyl distribution.

The Border Security tariffs of 25% against Mexico and Canada start on Saturday.  The media and corporate interests in/around Wall Street are in maximum apoplexy mode; however, Commerce Secretary Howard Lutnik previously explained the reason for the urgency.  The video is 5 minutes and well worth your time if you want to avoid the confusion being pushed by media. WATCH:

WASHINGTON – President Donald Trump on Thursday said he will impose 25 percent tariffs on Canada and Mexico beginning Saturday, reiterating concerns about illegal migration, fentanyl and trade deficits in remarks to reporters.

“I’ll be putting the tariff of 25 percent on Canada, and separately, 25 percent on Mexico, and we’ll really have to do that,” Trump told reporters while signing executive orders focused on aviation safety.

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Perhaps part of the reason the leftist media, specifically Washington Post, Politico, New York Times, Wall Street Journal (editorial pages) and CNN go bananas in their defense of the FBI silo, is because for the past decade they have collaborated so closely, even winning Pulitzer prizes together for their efforts on the Trump-Russia collusion conspiracy.

Seriously, it’s no longer a matter of journalists reporting on FBI activity.  In this era, we see FBI embeds in the role of journalists transcribing dictation directly from within the machinery of the silo itself.  The publications are vessels, messaging boards for FBI narrative engineer outputs.  Here’s the latest demonstration.

Adam Goldman and Devlin Barrett, two of the original stenographers for the Trump-Russia collusion conspiracy theory, are now pushing an article using ONE anonymous FBI source who claims to have been told to resign, as representative of thousands of FBI top officials around the country being terminated. [We could be so lucky]

[…] In an email to colleagues, one of the senior agents said he had learned he would be dismissed “from the rolls of the F.B.I.” as soon as Monday morning. “I was given no rationale for this decision, which, as you might imagine, has come as a shock,” he wrote.

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