With a very powerful ending paragraph that ties directly into the Re-Balancing we've discussed:
'What we are witnessing is perhaps the final battle, or at least a finalizing battle, between democratic capitalism and authoritarian communism. Many will say that Trump IS the authoritarian problem. But these observers don’t seem to care that the alternative (under both Republicans and Democrats) has been a leadership that was fine with a military-industrial-intelligence complex that was constantly suppressing American citizens and overthrowing democracies abroad in their effort to protect corporate interests and the flow of campaign contributions. They don’t mind that the establishment totally failed to solve the fundamental problems of asset allocation in the economy and has left Americans in a completely untenable position financially. The multiple-front war America is in will have huge consequences for the American establishment, both on the left and on the right.'
Great podcast (Odd Lots) with Stephen Miran that highlights many of the Purposes we lay out for Tariffs in this piece, as well as the rationale for why we need to Re-Balance (primary focus of Part I)
Technology is a key Pillar of Power. Controlling the Technology stack and supply chain end-to-end is Critical. The Technological Revolution today is AI, and the primary US adversary today is China. Learn from History to make better Decisions Today to Shape the Future.
To Tariff or not to Tariff, That is the Question. https://torrancestephensphd.substack.com/p/to-tariff-or-not-to-tariff-that-is
Great recent piece by Pippa (https://drpippa.substack.com/p/the-hot-minute-war-part-two)
With a very powerful ending paragraph that ties directly into the Re-Balancing we've discussed:
'What we are witnessing is perhaps the final battle, or at least a finalizing battle, between democratic capitalism and authoritarian communism. Many will say that Trump IS the authoritarian problem. But these observers don’t seem to care that the alternative (under both Republicans and Democrats) has been a leadership that was fine with a military-industrial-intelligence complex that was constantly suppressing American citizens and overthrowing democracies abroad in their effort to protect corporate interests and the flow of campaign contributions. They don’t mind that the establishment totally failed to solve the fundamental problems of asset allocation in the economy and has left Americans in a completely untenable position financially. The multiple-front war America is in will have huge consequences for the American establishment, both on the left and on the right.'
Great podcast (Odd Lots) with Stephen Miran that highlights many of the Purposes we lay out for Tariffs in this piece, as well as the rationale for why we need to Re-Balance (primary focus of Part I)
https://x.com/TheStalwart/status/1933469309738553521
And a further point of Validation for our Framework:
Jensen Huang (CEO of NVDA) highlighting how Tariffs are being used to accelerate the Reshoring of Critical Product Production in the US
https://x.com/unusual_whales/status/1929191456285360354
Exactly as we highlighted (using rubber ducks as an example).
We do not want to make t-shirts in the US.
We want to be able to make things critical for National Security - AI, Semiconductors, etc
https://x.com/unusual_whales/status/1929266953396560037?s=46&t=Ay_vpS-Cy_QDCvezUUZaSQ
Good article about the history around export controls - notably around Technology and the Cold War (with CoCom):
https://www.chinatalk.media/p/learning-from-cocom
Technology is a key Pillar of Power. Controlling the Technology stack and supply chain end-to-end is Critical. The Technological Revolution today is AI, and the primary US adversary today is China. Learn from History to make better Decisions Today to Shape the Future.
To the point on Dependencies / Chokepoints, the US is hosting a hearing on China Shock 2.0 next week:
“Dominance by Design: China Shock 2.0 & the Supply Chain Chokepoints Eroding U.S. Security,” is set for June 5 at the Dirksen Senate Office Building
https://x.com/chinabeigebook/status/1928490013550915844?s=46&t=Ay_vpS-Cy_QDCvezUUZaSQ