Generally speaking, the working-class Mexicans support Mexican President Andres Manuel Lopez-Obrador (AMLO), but find themselves frustrated by his seemed naivete about the scale of internal corruption.  AMLO is in a tough spot, because of the corrupt influence of cartel money combined with the influence of multinational corporations taking advantage of his nation.

President Lopez-Obrador and President Trump found their common partnership easy, because the Trump doctrine was essentially supporting the authentic voice of the Mexican people; while asking for help on specific issues (border security).

President Trump supported America-First, and President Lopez-Obrador supported Mexico-First; neither Trump nor AMLO put corporate needs in front of their citizens.

The United States, Mexico-Canada trade Agreement (USMCA) was built upon that foundation.  However, the CoC multinationals were unhappy about the overall USMCA agreement, because it did not protect them from economic nationalism.

Economic nationalism is exactly what President Lopez-Obrador is attempting to leverage against Big Agriculture, specifically Monsanto Inc, and we support it 100%.

The Counter – […] On December 31, 2020, Mexican President Andrés Manuel López Obrador signed a decree that could enable Mexican farmers to reclaim their livelihoods within their home country. The order calls for the phase-out by 2024 of two pillars of American agribusiness: glyphosate and genetically engineered (GE) corn, particularly corn grain consumed as part of “the diet of Mexican women and men.” 

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Beyond the insanity of the U.S. southern border being unsecured, many people wonder how this entire logistical process is funded.  The answer is quite simple; within every federal spending and appropriation bill there are carve-outs for various segments of the process.

The Department of Homeland Security and Department of Health and Human Services receive hundreds of billions in supplemental appropriation funding from within each federal spending package.  Each of the COVID relief bills contained money to facilitate various elements of this process.  Federal housing grants, food assistance programs, education funding, employment and income assistance, all of it, every single spending package, contains funding mechanisms to support the border invasion.

This is one of the largest private-public partnerships in the entirety of U.S. government.  The religious or ‘faith-based’ immigration groups are also fuel for the problem. In the past 15 to 20 years illegal immigration and refugee settlement has been financially beneficial for every supportive Non Governmental Agency (NGA).

Tonight on Fox News, Tucker Carlson addressed part of the process, the logistics of moving almost 200,000 illegal aliens around the country every month.  WATCH:

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Slight quibble, the Biden administration has not “lost control” of the border.  Illegal immigration is not an accident, a mistake, or any form of ineptitude. Nothing about this is unintentional {Go Deep}, we have tracked this for years.

The process of fundamentally transforming the United States of America, per Barack Obama statement, is exactly this mass illegal migration process.   The Biden administration has full control over the border, every crossing is purposefully accepted as part of the operational goal.

There is no greater disconnect between DC and taxpaying Americans as the policy positions of Democrats and Republican in Washington DC surrounding illegal immigration.  If congress really wanted to stop it, they could easily defund it.  They don’t.

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In April of this year the federal reserve announced they will support the economic agenda of the Biden administration by allowing rapid inflation. The FED was trying to provide cover for JoeBama’s economic plan. The era when the FED could impact inflation is long past. However, the Joe Biden policy impact will be clear, immediate and concise. The U.S. middle-class and blue-collar worker are about to be crushed under rising prices for consumable products.

Increases in inflation hit the working class (Main St) much harder than the investment class (Wall St) and financial elites. Factually the multinationals benefit from U.S. inflation as it puts pressure on domestic companies to ship their manufacturing overseas. Wall Street likes that. This dynamic has been an issue not-discussed by the financial media for decades. First, the Reuters article (when you see “commodity prices” think about the term “consumables”):

REUTERS – The U.S. Federal Reserve has signaled it will tolerate faster inflation for a time to cement the post-pandemic recovery and boost employment, but the side effect is likely to be a faster rise in commodity prices.

[…] After its latest meeting on Wednesday, the Federal Open Market Committee confirmed it will seek to achieve the *twin objectives of maximum employment and inflation at the rate of 2% over the longer run.

[*NOTE: in the new era of global economics these two are mutually exclusive. The FED is intentionally ignoring this point.]

[…] The committee noted price rises have been running persistently below target, so it aims to achieve inflation moderately above 2% for some time to make up the shortfall and anchor expectations at around the 2% level.

[…] The plan is to run the economy hot to achieve faster job gains, especially among disadvantaged groups that are marginally attached to the labour force, before shifting back to inflation control later in the cycle.

But the resulting pressure on global supply chains while the Fed pursues employment increases is likely to generate significantly quicker price rises for raw materials and a range of manufactured items. (read more)

This perspective is fundamentally false and based on assumptions that are decades old economic arguments. The reality of what will happen is exactly the opposite on the employment front.

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Sometimes the reality of a situation is just so overwhelming the mainstream Pravda just cannot keep the ruse in place. Today the corporate media had no option other than to fact-check DHS Secretary Alejandro Mayorkas for saying the Biden administration has control over the border.

ABC begins by challenging Secretary Mayorkas about the prior warnings of the crisis, while illegal aliens cite JoeBama policy changes as to why they are coming across the Southern border illegally.

Analysis Note – The southern border crisis was created as a very visible distraction to a much larger set of JoeBama activities within multiple institutions of government.  However, the useful problem has now become too big to ignore… The “never let a crisis go to waste” as a distraction is now threatening to overwhelm the other structural goals taking place behind the scenes.   [One example of those quiet goals is installing KBJ as a supreme court justice to replace Stephen Bryer.]

The current goals of the administration are vast and include weaponizing institutions to generate outcomes and protect a bigger agenda.  The mission of the weaponized DOJ, FBI, DoD and National Security agencies are now being threatened by the tsunami of crisis messaging from the border distraction.   The professionally political leftist politicians are now having a hard time as 70+ percent of the American electorate are concerned about the border crisis.

This sets the stage for the border crisis to break through in national media.   Thus the challenging of Secretary Mayorkas continued in a bunch of Sunday talk shows.

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The United Auto Workers are angered about a decision by Ford to move production of a new electric vehicle from Avon Lake, Ohio, into Mexico.  Ford previously agreed to spend $900 million on a new product line for the Ohio plant; however, according to the UAW the location has shifted.

One way of looking at this change in direction from Ford relates to the cost of producing electric vehicles.  First, it is far less expensive in Mexico (labor, environmental regulation, energy costs, etc); secondly, an outlook the new Biden administration will not strongly enforce USMCA compliance measures against U.S. multinational firms.

The UAW supported Joe Biden, but his policies will likely undermine their workers.  Unfortunately, this was all too predictable.   Partly because Biden-Harris owe Wall Street too much, and the multinationals are once again in control over the U.S. economy.

(Via Reuters) […]  The UAW said Ford in 2019 as part of its four-year contract agreement had committed $900 million for the plant in Avon Lake, Ohio, including a next-generation product to be added in 2023, which the UAW letter said would secure the plant’s “employment well into the foreseeable future.”

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There are a lot of masks dropping this week.  There is a great deal of new sunlight upon the professional and institutional republican politicians that hold office.  There is a great deal of information this week highlighting establishment opposition against the presidency of Donald Trump. It is valuable to understand what lies at the heart of this opposition.

CTH can get down in the weeds of each specific issue to discuss the motives and intents (we will, and do), but the big picture MUST remain at the forefront of understanding. If we lose track of the big picture, the weeds are overwhelming.

…“It must be remembered that there is nothing more difficult to plan, more doubtful of success, nor more dangerous to manage than a new system. For the initiator has the enmity of all who would profit by the preservation of the old institution and merely lukewarm defenders in those who gain by the new ones.”

~ Niccolò Machiavelli

♦POTUS Trump was disrupting the global order of things in order to protect and preserve the shrinking interests of the U.S. He was fighting, almost single-handed, at the threshold of the abyss. Our interests, our position, is zero-sum. His DC opposition seeks to repel and retain the status-quo. They want to return to full economic control over the U.S.

In these economic endeavors President Trump was disrupting decades of financial schemes established to use the U.S. as a host for their endeavors. President Trump was confronting multinational corporations and the global constructs of economic systems that were put in place to the detriment of the host (USA) ie YOU. There are trillions at stake; it is all about the economics; everything else is chaff and countermeasures.

Familiar faces, perhaps faces you previously thought were decent, are now revealing their alignment with larger entities that are our abusers. In an effort to awaken the victim to the cycle of self-destructive codependent behavior, allow me to cue an audio visual example from March 2018 and U.S. Senator John Thune. WATCH:

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The ISM manufacturing survey was released today showing exceptional economic news on the manufacturing front. New orders for manufactured goods jumped to their highest level in 17 years and were 3.4 percent higher than pre-pandemic levels. That data matches our earlier ground reports from across the nation.

The manufacturing sector inventories are low, that means this cycle of replenishment will continue for some time. Orders for customer goods continues to drive expansion, investment and operational increases in productivity.  That customer demand drives the need for increased hiring in manufacturing…. that demand drives wages… and so the middle-class is again on track for a fantastic rebound.  That’s MAGAnomics.

WASHINGTON (Reuters) – U.S. manufacturing activity accelerated more than expected in October, with new orders jumping to their highest level in nearly 17 years amid a shift in spending toward goods like motor vehicles and food as the COVID-19 pandemic drags on.

However, the media once again cannot bring themselves to cheer on a stunning economic recovery. Instead take a look at how Reuters frames their narrative:

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The ADP private sector payroll report [link here] reflects continued rapid recovery from the regional COVID-19 shutdowns. The monthly report shows gains of 749,000 jobs, exceeding the expected 650,000 forecast.

One of the key factors is the expiration of the disincentive via the federal COVID unemployment mechanism that provided an additional $600/month beyond normal earnings in the unemployment package. This has been a topic of many coversations in my travels as working-class businesses have been having a hard time getting people to return to work.  (more on that below)

(Reuters) Private payrolls increased by 749,000 jobs this month after rising 481,000 in August, the ADP National Employment Report showed. Economists polled by Reuters had forecast private payrolls would rise by 650,000 in September. Employment gains were spread across all industries and company size.

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ODNI John Ratcliffe made an interesting, frightening & stunningly open direct statement yesterday when he described intelligence evidence that China is putting on a full-court press against governors and local officials to retain their influence campaign in 2020.

Essentially what DNI Ratcliffe described boils down to Beijing threatening economic blackmail against U.S. officials who were comfortable being reliant on local Chinese investment and purchases of U.S. companies, assents and interests.

With that stark statement in mind; and keeping the full national security ramifications in the forefront; it is worth remembering a foreboding speech given by Secretary of State Mike Pompeo in February.

This is specifically important now against the backdrop of how some U.S. politicians appear to be reacting to the COVID-19 challenges, perhaps even weaponizing the virus to achieve political objectives; and with a perspective toward the way media outlets, some businesses and many politicians appear to be influenced by China. The background context for this speech takes on an entirely new dimension.

Pompeo’s remarks were made to the National Governors Association (NGA) Feb 8, 2020; and there’s an interesting segment where Pompeo reveals his awareness of a list of U.S. governors compiled by China’s communist party; and their alignment with China’s interests. A transcript of the key excerpt from his speech is provided. WATCH:

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Keep an eye open for information related to President Trump shifting the economic dynamic in the late summer and fall as he takes a more intense approach toward those who have acted against U.S. interests.  One such example is a restart of 10% tariffs on Canadian aluminum effective August 16th.

WHITE HOUSE – […] The Secretary has now advised me that imports of non-alloyed unwrought aluminum from Canada, which accounted for 59 percent of total aluminum imports from Canada during June 2019 through May 2020, increased substantially in the twelve months following my decision to exclude, on a long-term basis, Canada from the tariff proclaimed in Proclamation 9704.

Imports of non-alloyed unwrought aluminum from Canada during June 2019 through May 2020 increased 87 percent compared to the prior twelve-month period and exceeded the volume of any full calendar year in the previous decade. Moreover, imports of these articles from Canada continue to increase, reaching in June of this year the highest level of any month since I decided to adjust imports of aluminum articles in Proclamation 9704.

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