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L i k e U s ! ! !

CHINA’S ECONOMY IS CRACKING. THE EXPERTS STILL DON’T SEE WHY

Wall Street was shocked this week by China’s April economic data.

I wasn’t. Xi Jinping certainly wasn’t. Donald Trump probably wasn’t.

Beijing reported numbers that show its exports can no longer offset its deteriorating domestic consumption.

numbers are so bad that not a single economist surveyed by Bloomberg had predicted the result, across industry, retail sales, and investment.

Industrial production rose just 4.1 percent. But retail sales rose only 0.2 percent. Fixed-asset investment unexpectedly shrank 1.6 percent in the first four months of the year. Car sales plunged 15 percent. Household confidence remains broken.

And these are the cooked official numbers. Reality is much worse.

The “experts” were stunned. They shouldn’t have been.

The problem is not that economists missed a monthly data point. The problem is that the people paid to understand China still do not understand the larger story.

They see industrial production, retail sales, property, tariffs, rare earths, oil, and shipping lanes as separate issues. They are not. They never are. But under Trump, they have become one comprehensive story.

That story is China’s Great Reversal.

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XI WARNED US NOT TO FALL INTO “THUCYDIDES TRAP. WHAT’S THAT MEAN?

Recently, at the US-China summit in Beijing, Premier Xi [Jinping] mentioned that he hoped that both parties, the United States and China, could avoid the Thucydides Trap.

What did that mean?

It refers to a book and an article by the well-known political scientist Graham Allison.

In it, he presented a paradigm of international relations. Briefly, it was this: If you have an established power, like ancient Sparta, and it gets worried that there is an ascending power, a rising new neighborhood bully or something, the older power, the established power, will attack it, and there will be a war.

He gave some examples from history. He called it the Thucydides Trap because the historian Thucydides, who was born about 460 BC and died somewhere around 400 or 395 BC, wrote a history of the Peloponnesian War.

At two key places in his first book or chapter, he said that there were various reasons to go to war, but probably the most likely, in his opinion—and he said this in two different places—was that Sparta was afraid of the dominance that was growing throughout the Greek world, and so it staged a preventive war by invading Attica, the country around Athens, in 431.

He used this term that he created called a Thucydides Trap, and then he applied it to some incidents in history. Most importantly, Xi was referencing [Allison’s] book because in the book it said that the United States might do something rash or might prevent.

With all due respect to Graham Allison, who is a very distinguished scholar, this is false.

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THE YEZIDI BLACK SNAKE SACRED SPRING

At the Temple of the Peacock Angel in the Yezidi holy city of Lalish, you find this entrance to a Sacred Spring with a carved black snake, revered by Yezidis as they believe a black snake stuck itself into a hole in Noah’s Ark and saved humanity.

The Yezidis are among the most ancient of all peoples in the Middle East. Their heartland is in what is now Northern Iraq, or Iraqi Kurdistan. You may know of them through the horrific butchery perpetrated upon them by the medieval terrorists of ISIS which gained worldwide notoriety.

They are a fascinating people whose syncretic beliefs are a mélange of Zoroastrianism, Syriac Christianity, Sufi Islam spiced with their own interpretation of all three. In other words, they are their own people, no one else like them – peaceful, at ease with themselves, and immensely likeable.

Their protectors are the Kurds – an extraordinary people in their own right. (Glimpses of Our Breathtaking World #89 Photo ©Jack Wheeler)

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THE GOLDEN THREAD AND THE DEFENSE OF THE WEST

A few days ago, the Lynde and Harry Bradley Foundation bestowed one of its storied Bradley Prizes on James Hankins, a sometime professor of history at Harvard University, now at the Hamilton Center at the University of Florida, and co-author of The Golden Thread: A History of the Western Tradition.

(Actually, Hankins is the sole author of Volume I of The Golden Thread, which tells the story of the Western tradition from the Battle of Marathon in 490 BC through the Renaissance.

Volume II, which picks up the story with the Reformation, is by the historian Allen Guelzo.)

This is the moment when I note for the record that, being the publisher of these magnificent books at Encounter Books, I have what is called in the trade an “interest.” But don’t take my word for the adjective “magnificent.”

The reception of these books has been nothing short of ecstatic. Perhaps the most searching review is by Spencer Klavan and appears in the current number of The Claremont Review of Books.

Listening to Jim Hankins’s remarks at the Bradley event prompts me to reprise a few thoughts about what we are up to with The Golden Thread.

The phrase names not only these two books but also a larger project that Encounter is undertaking with several partners to change the conversation about—well, I was going to say “about education.”

But really, it is about that vibrant thing that the soporific word “education” designates, namely, opening the treasure chest of the past in order to confront and ultimately to emulate greatness.

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TRUMP CHANNELS NIXON, NOT CLINTON, IN LEVERAGE WITH CHINA

In foreign policy, timing, leverage, and national interest must guide the strategy of engagement with rising powers.

President Richard Nixon grasped this principle as well as any Chief Executive during his groundbreaking 1972 opening to China.

President Bill Clinton, however, failed his test when he championed China’s entry into the World Trade Organization (WTO) and Permanent Normal Trade Relations (PNTR) in 2000.

President Donald Trump’s recent state visit to Beijing revives the Nixonian tradition of pragmatic, interest-driven diplomacy with a foreign adversary—engaging from strength while delivering concrete American wins—while actively correcting the structural imbalances and strategic vulnerabilities created by the failures of past policies.

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CERRO CAMPANARIO

lakes-of-bariloche This is the view of the lakes of Bariloche in Argentine Patagonia. It was taken in January of 2023 from a viewpoint called Cerro Campanario.  This really is one of the most beautiful places on Earth. I was here exploring Patagonia with your fellow TTPers. Hope to visit this place again sometime soon! (Glimpses of Our Breathtaking World #251 photo ©Jack Wheeler)

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WHY DEMOCRATS DO NOT BELIEVE IN DEMOCRACY

[This Monday’s Archive was originally in TTP on October 29, 2016, the eve of the election of Trump 45. It is a ‘nutshell history’ of how the Democrat Party lost its patriotism. It’s important for you to know how the Dems got there, with AAG Todd Blanche confirming yesterday (5/17) that DOJ Has a Ton of Evidence the Dems Rigged the 2020 Election that stole the presidency.  Which also confirms Dem intentions to rig the midterms this coming November. As a must-read Archive, please let me know your thoughts on the Forum – JW.]

TTP, October 29, 2016

They did once.  In the Reagan years, my best friend in Congress – indeed, my best man at my wedding in 1986 – was a Democrat, Texas Congressman Charlie Wilson.

Charlie was as pro-American as they come.   “A larger-than-life America-loving Communist-hating true-blue patriot who used his power and influence to the max to stick it to the Soviets big time,” as I described him.  He was a passionately partisan Democrat who wouldn’t hesitate to put his country before his party, who had the utmost respect for Ronald Reagan.

I can only imagine the depth of Charlie’s revulsion and disgust over what the Democrat Party has become today.

It has been a long time coming.  Here’s how and why it happened.

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THE OLD MAN OF STORR

the-old-man-of-storrEnter “The Old Man of Storr” in Wikipedia, and it wants to talk about the steep rocky face of the mountain in the background called “The Storr.”  Google or Duckduckgo the images and you’ll get all these photos of rocky pinnacles and spires.  So where’s the Old Man?  It’s the most famous feature on Scotland’s Isle of Skye, yet you never see the Old Man himself.  Well, here he is.

Look at the three sections of rocks in the foreground.  They form a man sleeping on his back.  In the first section on the left, you can see in order his forehead, eyebrows, large nose, both lips open snoring, and chin.  In the third section on the right, you see his feet with his toes sticking up.  In the middle section – well, now we know why he’s embarrassingly renowned, for there is the Old Man’s manhood standing tall and proud.

Ask any Scottish friend of yours if he knows why the Old Man of Storr on Skye is so-named.  Then send this to him.  He’ll no doubt say, “Well, laddie, this calls for a wee dram or two for us to properly toast the Old Man!” (Glimpses of Our Breathtaking World #297, photo ©Jack Wheeler)

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HALF-FULL REPORT 05/15/26

Xi, Trump Agree Iran Must Open Strait Of Hormuz And Never Have A Nuke — Prez Also Claims China ‘Would Love To Be A Help’.  That’s the story for today’s (5/15) New York Post cover.  So what’s the real story behind the curtain?

For that, let’s see what the HFR’s favorite China expert has to say, Ken Cao.  For openers, he observes at the onset (5/13):

“Trump Walks Into Beijing Holding ALL The Cards, While Xi Jinping Has Never Been This Weak Before Meeting Trump. President Trump is heading to Beijing at a moment when the balance of power may be shifting dramatically against the CCP. From China’s economic slowdown and collapsing consumer confidence to the failure of BRICS dedollarization to Beijing’s growing geopolitical exposure through Iran, this video breaks down why Trump enters these negotiations holding far more leverage than most people realize.”
 

Now combine this with the geostrategic masterpiece Rod Martin gifted TTP on Wednesday (5/13): The Map Is Closing Around China.  Rod’s brilliant tour de force is an absolute must-read.

Rod’s description of how Trump is weaving together a military-industrial complex between Japan, South Korea, Taiwan, the Philippines, Indonesia and Australia all with America to contain a predatory China gives you a new level of appreciation of Trump’s genius.

Putting the insights of Rod and Ken together and your appreciation goes stratospheric.

Another fabuloso HFR – saddle up!

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THE SCAM OF CHINA

[This Monday’s Archive was originally in TTP on October 22, 2009 – and could not be more timely with President Trump’s summit meeting with Red Chinese leader Xi Jinping in Beijing two days from now (5/13). It focuses on the Chinese inversion of reality known as “losing face” – and the necessity of American diplomacy to not care about it. Let’s see what happens this week!]

TTP, October 22, 2009

The headline on Bloomberg today (10/22) is dramatic:  China’s Economy Grows 8.9%.

So the Scam of China continues, one the greatest feats of cook-the-books fraudulent accounting in history, but at least it’s a teachable moment in Chinese – and Communist –  metaphysics.

Shanghai-based M.I.T-educated economist Andy Xie calls all of this panda-nomics.  Xie’s panda is not like the real ones in the bamboo forests of Sichuan Province but the cartoon one of Kung Fu Panda.  It’s all make-believe.

Which brings us to the nub.  For Chinese, and for Marxist Communists, there is no difference between make-believe and reality.  There is no such thing as reality.  There is only what people believe.  If people believe something is true, it is.  If they don’t, it isn’t, it doesn’t exist.

This is best exemplified by the Chinese concept of “face” or lien.

The concept of face - as in "losing face" or "saving face" - plays a critical role in Chinese culture and the way most Chinese deal with reality - a way that is fundamentally opposed to that of Americans.

If your "face" is the primary concern of your life, controlling your conduct and morality, then you believe that reality is what other people say it is, not what it is in fact.

Telling a lie, for example, is not morally wrong, no matter what the lie.  It is only wrong if people find out you have lied, for their finding out causes you to lose face.

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THE MAP IS CLOSING AROUND CHINA

In late April, Australia signed a deal to buy eleven new frigates from Japan.

That sounds like a procurement story. It isn’t. Across the Indo-Pacific, a new order has come.

Like South Korea, Japan is beginning to arm the anti-China coalition.

With frigates from Japan and nuclear submarines from America, Australia is becoming a serious maritime power.

The First Island Chain is getting harder. The Straits of Malacca, Sunda, and Lombok through Indonesia are being secured.

And the United States, far from withdrawing from Asia, is building a stronger, more distributed security architecture that prevents the next world war before it can start.

That is the backdrop as Donald Trump meets Xi Jinping in Beijing today.

The Enemedia will obsess over tariffs, rare earths, soybeans, oil purchases, fentanyl precursors, and whatever carefully negotiated communiqué emerges from the room. And yes, those things do matter.

But what really matters is the map.

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THE FOUR HORSEMEN OF THE NEW ANTISEMITISM

Few predicted that blaming Israel and the Jews who support it would flare up in the early 21st century—and in America of all places, where there are nearly as many Jews as there are in Israel.

After all, Israel is the only consensual society in the Middle East. It holds regular elections and maintains tripartite judicial, executive, and legislative checks and balances.

Free speech is found in the Middle East only in Israel, where religious apostasy, criticism of one’s own country, gender equity, and tolerance of gays are guaranteed in marked contrast to all its neighbors.

It was once common knowledge that Israel had survived the huge numbers of its enemies because its tiny population was better educated, freer, more adept at Western technology, more tolerant of dissent—and because it enjoyed the goodwill and bipartisan support of the United States.

True, the recent affluence of the Gulf States has presented a thin veneer of Westernism that has fooled many in the new anti-Israel media. But just because Qatar did not censor a celebrity newsman’s broadcast from Doha does not mean Qatar is a free society. After all, no Western journalist would dare schedule a broadcast from Qatar with a Qatari who had condemned the regime for its intolerance or announced his religious apostasy from Islam.

So why and how did millions of Americans begin to express hatred for Israel and, albeit more subtly, the Jews who support it?

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HOW TRUMP’S ‘ANACONDA’ TACTICS PUT THE SQUEEZE ON IRAN AND CHINA

President Donald Trump's strategy mirrors Gen. Winfield Scott, America's preeminent military mind, and his Civil War "Anaconda Plan"

President Donald Trump has been compared to many historical figures, by opponents (who claim he’s another Adolf Hitler) and by boosters (who cite Andrew Jackson or Teddy Roosevelt).

With his blockade of Iran, though, maybe we should start comparing him to Gen. Winfield Scott.

In the mid-19th century,

Scott was America’s preeminent military mind, the architect of victory in the Mexican War and the “Grand Old Man of the Army.” As the Civil War loomed, he developed a plan to defeat the Confederacy with the smallest number of casualties possible.

He called it the Anaconda Plan — and like its namesake it was about applying a squeeze, and squeezing hard, until its object was squeezed to death.

Rather than winning a single decisive battle or a series of major confrontations, Scott wanted to cut the Confederacy in two by seizing control of the Mississippi River, while choking off the South’s foreign trade — upon which it was enormously dependent for both money and materiel — with a naval blockade of its Atlantic and Gulf ports.

Scott’s plan had few takers at the beginning, when enthusiasts on both sides thought the war would be finished in months, with daring cavalry charges and the like.

But when that didn’t happen, the plan became the basis for the Union war strategy — and it worked.

The South was beaten on the battlefield, but its loss came in no small part because it was being economically squeezed on all sides.

Today, Trump is following a similar strategy both at home and abroad.

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HOW VIRGINIA’S REDISTRICTING RULING JUST COLLAPSED THE LEFT’S JUDICIAL STRATEGY

They built the trap. Now they’re standing in it. A Virginia court blocked the Democrat’s redistricting map. The left screams “activist judge.” They built this weapon – now it’s pointed at them.

On April 22, 2026, a circuit court judge in Tazewell County, Virginia issued a ruling that sent shockwaves through the Democratic Party’s midterm strategy. Judge Jack Hurley declared all votes cast in the previous day’s redistricting referendum “ineffective” and barred state officials from certifying the results or taking any action to implement the new maps that Virginia’s Democratic-controlled legislature had passed.

The map in question was not a minor adjustment. It was gerrymandered to favor Democrats in ten out of eleven congressional districts and, if implemented, would have handed the left a structural House advantage heading into November’s midterms.

The Democratic response was immediate and predictable. Virginia Attorney General Jay Jones vowed to fight the order, declaring “Virginia voters have spoken, and an activist judge should not have veto power over the People’s vote.”

The attorney general of a state that spent years building the legal architecture for federal judicial intervention in electoral processes was now complaining that a judge had intervened in an electoral process. The irony is not subtle. It is, however, historically significant in a way that most of the coverage being produced right now is completely missing.

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HOW HUNGARY SNOOKERED SOROS, OBAMA, AND THE WHOLE DANG EU

Peter Magyar, the Left’s great Hungarian hope until he wasn’t

Some 98 percent of the 10 million residents of Hungary are ethnically Hungarian, and Hungarians speak, well, Hungarian.

Almost no one else does. So when Hungarians chattered among themselves about the April 12 general election, their EU neighbors read into the chatter what they chose.

Voters knew that 4-term prime minister Viktor Orban had exceeded his sell-by date. His government had grown stale, sclerotic, and shady around the edges. The globalists only really knew that Orban opposed illegal immigration and was a friend of Donald Trump.

For them, that was enough to open their hearts and their checkbooks. One time Orban ally, the 45-year-old Peter Magyar opposed Orban. A win for Magyar was thus a rejection of Trumpism, a triumph of good over evil, democracy over fascism, open borders over nationalism. Hoorah!

They all fell. . . . and better still, the left paid for its own humiliation,

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