Replacing Gary Cohn, today is day one for Larry Kudlow to hit the airwaves as President Trump’s new Chairman of the National Economic Council.  This will be an interesting dynamic to watch.  In essence, Kudlow’s job – whether he admits it or not, is to remove the clenched grip of U.S. Chamber of Commerce President, Tom Donohue, from the republican trade and business position.

With multinational trade confrontations now taking center stage, Kudlow is going to have to slowly shift the GOPe political minds into a modern Trump-era where Main Street U.S.A. is the priority.  Wall Street needs to shift to domestic investment if they desire to remain beneficiaries.

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I don’t know how many people are connecting the dots of President Trump’s border security proposals, and the increased urgency therein, to the upcoming -almost guaranteed- outcome of the Mexican election… but the connection is too brutally obvious to be ignored by the intellectually honest.

With a commanding -and growing- 18 point lead, it is almost a certainty our closest Southern neighbor is going to be run by a far-left Marxist ideologue, Andres Manuel Lopez Obrador.  It is against this backdrop, and the certain conflict with the U.S. economy, where we see a renewed sense of urgency from President Trump today:

WASHINGTON DC – President Trump on Tuesday said that the U.S. will secure the southern border with the military until a wall can be built, calling the move a “big step.”

Trump made the remarks during a meeting with Baltic leaders, where he said he had discussed the matter with Defense Secretary Jim Mattis.

“Until we can have a wall and proper security, we’re going to be guarding our border with the military,” he said. “That’s a big step, we really haven’t done that before, or certainly not very much before.”

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With the migrant march from South America, mostly Hondurans, gaining more media attention, it is also important to revisit last year’s threats -from Mexican officials- which preceded their current year complicity.

♦  In August of 2017 President Trump and Commerce Secretary Ross were discussing their trade efforts within NAFTA and renegotiation with Mexico/Canada on a trilateral basis.  However, the U.S. administration said if it doesn’t work, they’d scrap the 3-way NAFTA deal and go one-on-one with individual bilateral agreements.  In response, Mexican Economic Minister Ildefonso Guajardo threatened to flood the U.S. with South American illegal aliens, criminals and gang members as leverage:

MEXICO CITY (Reuters) – Mexico could pull back on cooperation in migration and security matters if the United States walks away from talks to renegotiate the North American Free Trade Agreement, the Mexican economy minister said in a newspaper report published on Thursday.

“If they do not treat [us] well commercially, they should not expect us to treat them well by containing the migration that comes from other regions of the world and crosses Mexico,” Guajardo said. “Or they should not expect to be treated well in collaboration with security issues in the region.” (LINK)

However, Mexican Minister Ildefonso Guarjardo’s threat was mild compared to a threat in January 2017, when another Mexican official promised to flood the U.S. with South American drugs and gang violence:

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CTH takes a little flak for pointing out the obvious; that’s ok, it doesn’t change the reality: When you confront the manipulated multinational trade system – the multinational Wall Street entities who have historically benefited from that system will lose.

It is impossible for Wall Street corporations invested overseas not to lose some financial position. This is reality, and this is also necessary.  Meanwhile U.S-centered  corporations will gain valuation in direct proportion to the amount of investment they hold inside the U.S…

White House Trade Director Peter Navarro discusses the ongoing trade initiatives, China, Wall Street and NAFTA.  President Trump has indicated a strong preference for U.S.T.R. Lighthizer to make a determination about NAFTA as soon as possible. WATCH:

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If the news from the first round of Mexican election polling was any better we’d have to be twins to enjoy it.   Andres Obrado, a well-known Marxist who intends a government take-over of the Mexican energy sector, is holding a commanding 18-point lead.

This is excellent news for border wall enthusiasts and those who want the Trump administration to pull out of NAFTA.

Mr Obrador is the modern Mexican version of Hugo Chávez (or Nicolàs Maduro/Bernie Sanders) with a similar ideological outlook.  His resulting territorial economic policies are certain to deliver the Venezuela outcome to the Mexican people.

For American companies doing business in Mexico, an Obrador win would be the worst possible outcome.  They will lose hundreds of billions from their current Mexican investments, as President Obrador swoops in to skim (tax) corporate profits for his state-run enterprises and care for ‘his people’. However, the good news is – those U.S. multinationals will likely all return to the U.S. asap.  Lucky day, lucky day.

Funnily enough, U.S. Commerce Secretary Wilbur Ross must have held some insider information about this likelihood when he sheepishly hinted toward this possibility a few weeks ago.  Oh, the poor multinational critters in Wall Street are gonna have a heart attack when they see this.  Wait, wha… they did already?

MONTERREY (Reuters) – Mexican left-wing presidential candidate Andres Manuel Lopez Obrador has an 18-point lead ahead of the July 1 election, according to a poll published on Monday that showed him with a growing advantage at the start of formal campaigning.

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“There are Trillions at Stake”… ~ CTH

By now most have become aware of the story of thousands of people from Central America, mostly Honduras, walking toward the U.S. border where they intend to gain entry into the U.S. legally or illegally.

Transparently, against mid-term elections (U.S. and Mexico), and contrast against the backdrop of Mexico’s opposition toward the Trump administration vis-a-vis NAFTA, the People Without Borders march is one big left-wing political ploy with multiple benefactors, organizers and political groups positioning for maximum ideological benefit.  Do not discount the U.S. Chamber of Commerce multinational financial alignment within this endeavor.

(Via Daily Mail) – An army of a thousand migrants from Central America are marching through Mexico to the US where they hope to get in by any means – legal or not.

The massive flood of migrants hail mostly from Honduras, where the country has become rife with gang violence and political unrest.

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Jumping ju-ju bones… THIS is stunning.  Luke Rosiak is the subject matter expert when it comes to the Awan Brothers scandal and the use of Pakistani nationals for Information Technology assistance by Democrats on the House Intelligence Committee.  His latest report is incredible.

Apparently the 44 House Democrats who used the services of the Pakistani IT unit, hired them and exempted them from background checks.  It should be noted these IT employees worked with some of the most sensitive national security secrets.

DAILY CALLER – Every one of the 44 House Democrats who hired Pakistan-born IT aides who later allegedly made “unauthorized access” to congressional data appears to have chosen to exempt them from background checks, according to congressional documents.

All of them appear to have waived background checks on Imran Awan and his family members, even though the family of server administrators could collectively read all the emails and files of 1 in 5 House Democrats, and despite background checks being recommended for such positions, according to an inspector general’s report. The House security policy requires offices to fill out a form attesting that they’ve initiated background checks, but it also includes a loophole allowing them to simply say that another member vouched for them. (read more)

Congressman Darrell Issa appears on Sunday Morning Futures with Maria Bartiromo to discuss the ongoing DOJ and FBI investigation by Inspector General Horowitz and Federal Prosecutor John Huber.

It is important to remember when congress refers to “Main Justice” throughout the discussion, the “small group” of politically corrupt officials primarily worked inside a specific location within main justice; the Department of Justice National Security Division.  On the FBI side the group was assembled within the FBI Counterintelligence Division.

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A lot of under-the-radar action happening today surrounding the upcoming DOJ Office of Inspector General Michael Horowitz report.

House Judiciary Chairman Bob Goodlatte called Inspector General Michael Horowitz earlier today to discuss the content of the subpoena he recently sent to the DOJ demanding investigative records related to the ongoing IG internal review and report.

Simultaneous to this oversight discussion, and related to the content therein, FBI Director Christopher Wray released a public statement announcing additional FBI staff resources committed to fulfillment of Chairman Goodlatte’s request.

FBI – As the Director of the FBI, I am committed to ensuring that the Bureau is being transparent and responsive to legitimate congressional requests.

Up until today, we have dedicated 27 FBI staff to review the records that are potentially responsive to Chairman Goodlatte’s requests. The actual number of documents responsive to this request is likely in the thousands. Regardless, I agree that the current pace of production is too slow.

Accordingly, I am doubling the number of assigned FBI staff, for a total of 54, to cover two shifts per day from 8 a.m. to midnight to expedite completion of this project. (link)

DOJ Inspector General Michael Horowitz has ‘at least’ 1.2 million documents gathered as part of his fourteen month investigation into the politicization of the FBI and DOJ.

Included within the exhaustive evidence is the total transcript of text messages between FBI Agent Peter Strzok and FBI Attorney Lisa Page extending almost two years. Some of those text messages were previously released to congressional oversight committees and have structured much of the media storyline and investigative pathways for three congressional committees.  However, only a small portion of those texts were actually release so far.

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Commerce Secretary Wilbur Ross appears on Fox Business News for an extensive interview with Maria Bartiromo.  The interview covers a wide spectrum of important topics attached to the U.S. economy and ongoing trade deals.  Two great video segments for the interview will get you up to speed on ongoing initiatives:

♦Segment #1 outlines the upcoming announcement of KORUS, the South Korea and U.S. trade deal.  Additionally, Secretary Ross discusses the steel and aluminum tariffs and how they enmesh in the larger objective of the ongoing trade negotiations with China:

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♦Segment #2 outlines more on the aluminum and steel tariffs; ongoing trade talks with Europe; efforts to renegotiate NAFTA, and the possibility of a deal being reached; Saudi Arabian investment in the U.S. and the Commerce Department plans to bring back a citizenship question in the 2020 Census.

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