For many of us who walk the deep weeds of honest economic analysis, this is the moment we have been waiting for.

Second only to the elimination of the U.S-Marshal Plan, which is scheduled to end April 2, 2025, the structural implementation of North American tariffs against Mexico and Canada provides the most significant opportunity for GDP expansion, jobs, wage increases and massive economic gains in the United States.

Simultaneous to the tariffs scheduled to go into effect tomorrow, President Trump notes U.S. food prices are positioned for major supply-demand changes that will benefit all American consumers.  What President Trump notes in the Truth Social message below, is a reality we experienced in 2018/2019 as the result of national agriculture supply.

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White House trade adviser Peter Navarro told CNBC on Monday that the inflationary impact from any tariffs would be “second-order small, so I don’t see the president wavering on any of this, because he knows in order to get to a world in which America is strong and prosperous, with real wages going up and (more) factory jobs. This is the path that he’s chosen.” (more)

CTH outlined the prediction for ’18/’19 back in 2016 when we discussed what happens when the American food supply equation is modified to focus on domestic production to the benefit of domestic consumers.   The food supply chain will shift, slowly at first and then ultimately by around Thanksgiving of this year (fall harvest) we will see major price drops in the American food basket.

There are going to be major opposition forces, notably related to decades of Big Ag exfiltration, screaming that U.S. consumers will see higher prices.  However, as previously experienced/outlined these claims are entirely false. We will see major drops in food prices as a result of a more balanced U.S production-import/export dynamic.

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Today, President Donald J Trump signed an executive order triggering the first ever system of “reciprocal trade tariffs,” a seismic change in U.S. trade policy that will also consider the respective nation’s VAT (Value Added Tax) tariff.

Within the executive order [as outlined], the Secretary of Commerce and the United States Trade Representative will consider foreign industry subsidies, and non-monetary tariff barriers as part of the determination of the tariff levied.  This is a stunning shift in U.S trade agreements that will cut through all the angles being deployed to avoid U.S. tariffs and block U.S exports into their country.

The policy will pressure foreign nations to lower their trade barriers to U.S. goods and eliminate disparity in foreign trade agreements.  One big example will be the impact on the EU through the continuing Marshall Plan.  The EU will now face reciprocal tariffs and no longer benefit from one-way tariff acceptance. There are obviously no tariffs on products made inside the USA.

With “reciprocal tariffs” the Commerce Dept and USTR will now determine the trade imbalances with each individual country and will evaluate each FTA (Free Trade Agreement), one-by-one to deconflict the trade imbalance.  Direct tariffs, subsidies, regulatory hurdles, non-monetary trade barriers and hidden export subsidies will be addressed as part of the reciprocity evaluation.  This is a completely new dynamic in the era of modern global trade and economics.

During the executive order signing event, President Trump took questions from the media. WATCH:

Between now and April 1st, each individual trade agreement will be evaluated with consideration for all facets of the cost for American companies to export to the evaluated nation.  Direct tariffs, Value Added Taxes (VAT), state subsidies and non-monetary regulatory tariff barriers, will be determined for each nation.  That nation will then be made aware of the tariff against each sector within their export system to the United States.

Effective April 2, 2025, President Trump will then have the tariff data provided by the USTR and Secretary of Commerce. President Trump will determine when the reciprocal tariff will be triggered and will likely engage in discussions with the leaders of the foreign nations.

These fireside chat-style impromptu pressers during executive order signings are awesome.  The revolutionary change in government transparency and communication is, well, quite literally historic and stunning.  The media can ask questions in real-time as the specific policy is implemented and explained, while simultaneously the ability of the media to shape an anti-Trump policy narrative is removed.

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President Donald Trump sits down with Bloomberg Editor-In-Chief John Micklethwait for an extended interview. The interview is in partnership with the Economic Club of Chicago and is structurally President Trump facing down the globalists who sell Wall Street policy.

The interview was at times very combative as the interviewer, John Micklethwait, pushes a Wall Street ideology in alignment with the World Economic Forum. However, President Trump has already proven that his economic policies work.

President Trump stared down every WEF talking point and totally destroyed it.  This interview is brilliant and a perfect juxtaposition for Economic Nationalism vs Multinational Globalism.  President Trump tore the talking points apart.  AWESOME! 

Notice in the conversation about Tariffs, not a single word made by the “economists” on the value of the dollar and how pertinent it is in the equation.

When China and the EU devalue their currency to offset the impact of tariffs, the dollar value increases. This means it costs less dollars to import goods that come to the USA at a lower price (due to subsidies). Essentially, the diminished tariff impact is doubled.

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Jumpin’ ju-ju bones, I think we may have found Wilbur Ross’s replacement.  In this segment on CNBC Trump transition team leader Howard Lutnick, explains simple MAGAnomics to the panel.  Make this guy both Commerce Secretary and Chairman of the National Economic Council in 2025!

Starting with an explanation of his role within the Trump 2025 transition team, Lutnick then walks through the MAGAnomic principles enmeshed in President Trump’s economic policies.  Mr. Lutnick begins the policy part by outlining how energy restrictions are driving inflation through higher costs of goods. Yes. Yes and Yes.

Then Lutnick shifts to talking about tariffs and is one of the only advisors outside the 2017 team (Robert Lighthizer, Wilbur Ross) who factually references ending the insufferable “Marshal Plan.”  Again, yes, yes and YES.

Howard Lutnick gets it. The essential core of MAGAnomics.  Drive down the cost of goods through expanded energy development, then leverage reciprocity in tariffs to end the exfiltration of wealth.  Then cut out regulation and unleash American enterprise. This is the way to reverse this insufferable economic trajectory that creates a “service driven economy.”   The entire interview is well worth watching:

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A bonus video below.

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The flaw in every proposal from the left-wing thinking of Brian Fallon, is simply to say, “why hasn’t she done it already?”  Joe Biden and Kamala Harris are currently in office, if they plan to eliminate income taxes on tips then why are they not doing it?

“Vice President Kamala Harris rolled out a promise to stomp out taxes on tips during a campaign stop in Las Vegas Saturday — prompting former President Donald Trump to rip her for “copying” one of his signature proposals.”

“It is my promise to everyone here, when I am President, we will continue our fight for working families of America, including to raise the minimum wage and eliminate taxes on tips for service and hospitality workers,” Harris told the crowd.  WATCH:

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President Trump responded.

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President Donald Trump doesn’t pretend things are okay in the current ‘State of Our Union’ as he delivers a prebuttal to the anticipated speech of Joe Biden tonight. “It’s a horror show.” {Direct Rumble Link}

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The leftist-media claim a 5-year sentence was harsh.  However, in terms of the violations of privacy and law the sentence was a mere slap on the wrist.

Charles Littlejohn (38) previously pleaded guilty to stealing and leaking the tax returns of Donald Trump and approximately 2,000 other high-profile people.  The tax returns were given to The New York Times and ProPublica, who published the contents of 152 individual tax returns.

Charles Littlejohn (right) and his attorney.

WASHINGTON – A former IRS consultant was sentenced to five years in prison for leaking former President Donald Trump’s tax returns as well as the filings of thousands of other wealthy people to the news media.

A district court judge on Monday agreed with the Justice Department that Charles Littlejohn, 38, deserved the maximum statutory sentence for what she called “egregious” crimes.

Judge Ana Reyes, a Biden nominee to the bench, focused on Littlejohn’s decision to release Trump’s filings, which Reyes called “an attack on our constitutional democracy.”

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The insurance crisis in Florida is hitting the middle-class family, working community and retirees on a fixed income directly.   Hundreds of thosands of residents have lost insurance coverage, and even more have seen policy premiums double.  It is not uncommon to find homeowners who are paying more for insurance than their actual mortgage payment.  Unfortunately, the situation is getting worse.

Farmers Insurance has notified the state they are pulling out of Florida, will not be writing any additional policies in the Sunshine state and when existing policies expire, they will not be renewed.  Home and auto policy rates have already doubled in many areas for many people.

The insurance situation is becoming more unstable by the day, and the future outlook seems even worse amid reports that even more companies are planning to exit.

FLORIDA – Another property insurer is dropping coverage in Florida.

Farmers Insurance will stop writing new business and not renew its existing “Farmers-branded” automobile, home and umbrella policies in the Sunshine State, the company said Tuesday.

Last month, Farmers said it was only pausing new business in Florida. The company is also limiting new home policies in California, where it is based, according to news reports.

“This business decision was necessary to effectively manage risk exposure,” the company said in a statement.

The move will impact 30% of the company’s business in Florida, or roughly 100,000 policies. Policyholders affected by the decision are required to be given 120 days’ notice that their coverage will not be renewed.

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Things are getting spicy in/around Main Justice in DC.  On Friday, Attorney General Merrick Garland and Deputy AG Lisa Monaco denied any involvement interfering with the decisions made by USAO David Weiss regarding the investigation of the Hunter and ¹Joe Biden bribery and tax fraud scheme. However, in response, the IRS whistleblower is now naming additional witnesses to Weiss’s statements.

Through his attorneys, whistleblower Gary Shapley is now naming additional witnesses to the statements of USAO Weiss:

“In an October 7, 2022, meeting at the Delaware U.S. Attorney’s Office, U.S. Attorney David Weiss told six witnesses he did not have authority to charge in other districts and had thus requested special counsel status. Those six witnesses include Baltimore FBI Special Agent in Charge Tom Sobocinski and Assistant Special Agent in Charge Ryeshia Holley, IRS Assistant Special Agent in Charge Gary Shapley and Special Agent in Charge Darrell Waldon, who also independently and contemporaneously corroborated Mr. Shapley’s account in an email, now public as Exhibit 10, following p. 148 of his testimony transcript.

Mr. Shapley would have no insight into why Mr. Weiss’s would make these statements at the October 7, 2022 meeting if they were false.  That Mr. Weiss made these statements is easily corroborated, and it is up to him and the Justice Department to reconcile the evidence of his October 7, 2022 statements with contrary statements by Mr. Weiss and the Attorney General to Congress.”  (source)

Someone is lying, and the whistleblower appears to have all his information well documented and cited.  Mr. Weiss, Mr. Garland and Mrs. Monaco have some explaining to do.

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For seven years the media have walked the American people through a journey to publicize President Donald J Trump’s tax returns, using phrases like “bigger than Watergate.” Promising, almost daily, the results of their quest would be “the beginning of the end” of Trump.

Thousands of hours of media punditry shouting about the holy grail paper trail sure to culminate in a result “devastating beyond all imaginings.”

Meanwhile, millions of column inches were filled with “bombshell” promises of deep expose’s, certain to highlight how the universal villain of all things universally villainous would be crushed under the weight of financial nakedness.

This moment, they promised, would be second only in political consequence to origin of our constellation.  The quest for Trump’s taxes was the culmination of thousands of hours of deep Lawfare expertise, an epic battle worthy of Homer.

A horrible human would explode in shame they said. Yes, Trump was about to be exposed by professionals, DC experts who build careers understanding the complex system of tax filings, financial schemes and arcane laws.  WATCH:

These were the Gandolfian wizards, heroes as proclaimed by the pretorian guard media, the gatekeepers who would finally gain access to the epicenter of the one true financial enlightenment that would forever destroy Godzilla Trump and crush the empire beneath him.

Breaths were held as “soon” they swore.  Pearls were clutched as ticks were tocked.  ‘Any moment now’, the masses began to shout.  Busses and trains stopped.  Swarms of people rushed home to watch television.  Flights were being cancelled as the moment drew near.  The economy came to a halt as thrills were pronounced to be running up legs.

The world’s most investigated human in all humanity was on the cusp of the abyss. The moment had finally arrived.  The culmination of years of baited anticipation.  This was THE moment; this was THEIR moment….

Boxes were spotted passing through the halls of congress. “That’s them,” people muttered clamoring for a glimpse.  MSNBC finally, after years of anticipation, triggered the countdown clock – as a visibly climaxing Rachel Maddow could no longer contain the spontaneous ecstasy.

And then…

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