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Big Bear and Big Panda Just Joined the Discussion – Vice President Mike Pence Reveals Central American Invasion Horde is: "Financed by Venezuela"…

Well, there it is.  Quietly within the deliberate words from Vice-President Mike Pence a revelation that explains the origination of the Central American invasion force.  For those who are not deep in the geopolitical weeds, the subtlety can pass unnoticed; for those who travel within the deepest international conflicts, Pence’s words here are as subtle as a brick through a window:

[…] “Financed by Venezuela; and sent North to challenge our sovereignty and our border”…

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Announcing the migrant caravan is “financed by Venezuela” is a direct notification the Central American invasion force is being funded by Russia and China.  Venezuela doesn’t have any money to sustain its own operational government – let alone a 10,000 person convoy.  Venezuela is entirely reliant upon massive investment from Russia and China.
In fact China owns 49% of Venezuela’s state run PDVSA energy production. A collateral system where Beijing takes oil as payment for prior loans the Maduro regime cannot pay back.  With the crippling treasury department sanctions President Trump put on Venezuela last year, Trump has punched Maduro and Xi-Jinping hard.
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U.N. Bilat #3 – President Trump and President Emmanuel Macron…

Together again….  President Trump meets with French President Emmanuel Macron during a bilateral discussion at the U.N. General Assembly.
President Macron and Lady Brigitte Macron were honored at the first official state dinner hosted by President Trump and First Lady Melania Trump at the White House earlier this year.  They have a rather distinct relationship; and despite the demands of the ūber- vichy french resistance, the pontificating brie seems unable to dislike President Trump.


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Dual-Purposed Trump Doctrine Squeeze #3 Continues – Pentagon Cancels Financial Aid to Pakistan…

The Trump Doctrine is easiest to describe as: deploying economic leverage to achieve national security interests.  The Trump Doctrine is unique and stunningly effective.


Many of the geopolitical decisions have multiple facets which connect like small gears on a much larger machine.  One of those small dual-purpose gears is the Doctrine as it is applied to Pakistan.  The downstream moves impact China, our #1 geopolitical and economic adversary, then Russia, and also support new alliances with India and the broader Middle-east.

Toward China = ♦Squeeze #3. In 2017 Trump and Secretary Tillerson, now Secretary Pompeo, put Pakistan on notice they need to get involved in bringing their enabled tribal “extremists” (Taliban) to the table in Afghanistan. Pakistan’s primary investor and economic partner is China. The U.S. removed $900 million in financial support to pressure Pakistan toward a political solution in Afghanistan, China has to fill void.  [NOTE: Last month the World Bank began discussions about a financial bailout for Pakistan.]  Again, more one-way bleed for China. {Go Deep}

When President Trump removed the $900 million in aid to Pakistan, he empowered the Pentagon via Defense Secretary James Mattis, with an option to give $300 million to Pakistan if Mattis felt positive steps were being taken to change behavior.  Today the Pentagon announces no change in behavior is noted:
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IMPORTANT – Michael Pillsbury: China Has "New Respect" For U.S. Trade Strategy…

Sad Panda increasingly frustrated as disruptor Trump heaps vociferous praise on Chairman Xi, while simultaneously out maneuvering Beijing’s geopolitical economic strategy.
China expert Michael Pillsbury discusses the current environment around the Beijing leadership with Fox host Tucker Carlson.  This is really important. WATCH:


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What Pillsbury outlines is exactly what CTH predicted last year when we shared how the Red Dragon would be caught entirely off-guard.  They’ve never seen this approach before.
NOTE: The upcoming Chinese trade delegation is not showing up at the end of this month as a matter of scheduling happenstance.  What no-one in the financial/trade/economic media is connecting is the timing of their visit with USTR Lighthizers’ Section 301 Tariff hearings –SEE HERE.  August 20th through August 27th, you can guarantee the Chinese delegations will be all over those hearings; including dispatching their paid lobbyists to provide input on their behalf.
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Here We Go – China State Media Attacks Trump on Trade Using Unusually Harsh Terms…

If there was a five-click dial available as a severity meter between the U.S. and China, something happened internally in Beijing, over the last 72 hours, because that dial just triggered movement from 3 to 4… Keep watching everything in the world of geopolitics with a mental 360° radar sweep looking for Chinese influence/interests.

Nuance and subtlety is everything in China. Culturally harsh tones are seen as a sign of weakness and considered intensely impolite in public displays between officials; especially within approved and released statements by officials representing the government.
Therefore, when we see China publicly use strong language – it indicates a level of internal disposition beyond the defined western angst. Big Panda becomes Red Dragon; there is no mid-status or evolutionary phase.

SHANGHAI (Reuters) – China’s state media on Monday lashed out at the policies of U.S. President Donald Trump in an usually direct attack, accusing him of “starring in his own carefully orchestrated street fighter-style deceitful drama”.
Trump’s wish for others to play along with his drama is “wishful thinking,” the ruling Communist Party’s People’s Daily newspaper said in an editorial.

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Sunday Talks: Joe Lieberman Discusses The Return of the Iran Sanctions Effective Tomorrow…

When President Trump withdrew the U.S. from the intensely short-sighted JCPOA (Iran deal), there was a period of preparation for our allies and partners prior to the re-institution of the first round of U.S. sanctions against Iran.   The transition period ends tomorrow as the sanctions begin August 6th, 2018.
Europe and NATO allies are under pressure to discontinue any trade action/terms with Iran as the U.S. sanctions will also apply toward any nation that engages in economic transactions with the Iranian regime.


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President Trump Tells U.K. Media a Failed Economic Brexit Likely Means No U.S. Trade Deal Possible…

President Trump gave Rupert Murdoch (British U.K. Sun) an interview prior to leaving Washington DC for Brussels and the NATO summit.   Mr. Multinational Murdoch is severely against President Trump’s trade positions and wants to retain control over the global trade structure.   Murdoch personally has billions of dollars dependent on retaining the current globalist multinational trade scheme.
That’s the backdrop to understand the timing and presentation of the interview content.
As to the substance of the interview, President Trump is 100% accurate.  If the U.K. keeps the pre-existing trade pact with the EU, and essentially stays economically attached to the EU through acquiescence to the EU trade bloc, then any bilateral trade deal between the U.S. and the U.K. is essentially impossible.   Duh.
The EU doesn’t allow member nations to conduct their own trade negotiations.  So, any agreement that keeps the U.K attached to the EU economically means any trade deal with the U.K. would be a trade deal with the EU; and the EU trade positions are adverse to the ongoing economic interests of the United States.
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President Trump and Emmanuel From France – BiLat During NATO Summit…

Following a bilateral meeting with German Chancellor Angela Merkel, President Trump meets with Emmanuel from France.  {transcript will follow later}
“I think its going to be very successful,” President Trump said, noting that the two have a tremendous relationship. Additionally, President Trump remarked the two leaders are discussing “trade, NATO, and a lot of different things, and hopefully in the end, it’ll all work out.”


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[Transcript 4:23 P.M. CEST]  PRESIDENT TRUMP: (In progress) — the President of France, who’s doing a terrific job being President of France. He’s changing a lot of things around. And I guess that had to happen. And I think it’s going to be very successful. We have a tremendous relationship. We’re discussing trade. We’re discussing NATO. We’re discussing a lot of different things. And hopefully, in the end, it will all work out. And so it’s great to be with you.
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EU President Donald Tusk Threatens U.S. President Trump: "appreciate your allies, after all you don't have that many"…

Stunningly confrontational remarks today from EU President Donald Tusk as U.S. President Trump and First Lady Melania arrive in Brussels for a NATO summit.
After destroying nationalistic Brexit plans for the U.K. to exit the European Union, the insufferable arrogance of the EU surfaces with pontificating snark.
The EU might feel emboldened right now, but this approach will not end well; believe me.

Brussels – Speaking on the eve of the NATO summit here in Brussels, I would like to address President Trump directly, who for a long time now has been criticising Europe almost daily for, in his view, insufficient contributions to the common defence capabilities, and for living off the US.
Dear President Trump: America does not have, and will not have a better ally than Europe. Today Europeans spend on defence many times more than Russia, and as much as China. And I think you can have no doubt, Mr President, that this is an investment in common American and European defence and security. Which can’t be said with confidence about Russian or Chinese spending.
I would therefore have two remarks here. First of all, dear America, appreciate your allies, after all you don’t have that many. And, dear Europe, spend more on your defence, because everyone respects an ally that is well-prepared and equipped.

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China Begins to Question Their Economic Ability To Withstand U.S. Trade Pressure – Bamboo Forest Too Dense For Local Panda Population…

There is an article from Bloomberg which finally concedes the obvious economic and trade dynamic within a U.S. -vs- China confrontation.  The media paradigm shift is based on new statements from Chinese Ministers admitting they cannot win a trade confrontation with U.S. President Trump.
The summary reason is simple, we have discussed it frequently:
China is a production-based economic model, they do not have the ability, or wealth, to consume their own durable goods production; they rely on exports.
The U.S. is a more balanced economy; we consume 80% of our own production.  We are self-sustaining, China is not.
Without a market to sell their products, the Chinese economy cannot survive.
Conversely, China has focused so intensely on durable-goods manufacturing, their consumable goods market (food) is dependent; they cannot feed themselves.  The U.S. can survive without exporting food, China cannot survive without importing food.  The U.S. economy can survive without importing durable goods; the Chinese economy cannot survive without exporting durable goods.  This is the unavoidable trade reality.  As a consequence President Trump has all the factual leverage.
In stunning, and carefully worded economic writings, Chinese academics and economic ministers are now talking about the inherent weakness of the Red Dragon policies:
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