HALF-FULL REPORT 04/04/25
Response to the Dragon Bear
Tariffs are a key part of President Trump's strategy to shift the global balance of power away from the Dragon Bear (China and Russia) and back to the United States. The old world order, based on the flawed concept that trading partners don't go to war with each other, has crumbled. Ukraine proved this.
Trump is working to restore power to the Executive Branch and recalibrate manufacturing, supply chains, finance, alliances, energy, and the military to align with the new world paradigm. The US is reengineering its global presence, integrating Canada and Mexico into its sphere and reasserting the Monroe Doctrine over South America.
The military is expanding into the Arctic and Indo-Pacific, preparing for the struggles of the 21st century. China and Russia's strategic alignment threatens to determine the economic rules and legal operating system of the planet if the US doesn't stand up. Europe's reliance on Russian energy, Chinese manufacturing, and American defense puts them at risk of losing economic self-determination.
The war in Ukraine has exposed weaknesses in the Western Alliance, and Trump's tariffs are meant to disrupt the status quo and swing the world order back in favor of the US. The introduction of cheap drones has changed warfare, leading the US to replace senior military leaders and redeploy funding.
Countries not listed on Trump's new tariff schedule face a 10% tariff, with the exception of Argentina's 0% tariff. China increased reciprocal tariffs by 35%, while the EU struggles to respond. Ontario, Canada has offered to drop all tariffs against the US if Trump does the same.
The UK's propaganda efforts to terrify Americans into liquidating their 401Ks have failed, and the American middle class is awakening to the reality that the UK has been an interest, but not a friend, for 250 years. The anti-tariff propaganda is not working, and the Fed may be forced to slash interest rates in May, refinancing $9 trillion of US debt at a lower interest rate.
Commodity prices are declining, and Trump is boosting the middle class while borrowing from the shareholding class. Democrats and RINOs are attempting to stop the tariffs, but America stands behind Trump. Re-shoring is happening, labor markets will tighten, and the US will regain its national dignity and some of its former independence.
Come on over to this week’s HFR and let’s talk about it.
[This Monday’s Archive was originally published on January 6, 2004. Facts are slippery things, especially when they are inconvenient. Ibn Warraq continues to speak out and publish the inconvenient truths of Islam under his pen name (which means “son of a papermaker”). It is a name that dissident authors have used throughout the history of Islam, who hide in fear for their lives. In 2007 Douglas Murray described Ibn Warraq as one who “refuses to accept the idea that all cultures are equal. Were Ibn Warraq to live in Pakistan or Saudi Arabia, he would not be able to write. Or if he did, he would not be allowed to live.” The culture of Allah is a culture of death.]
Before 
DC is abuzz with a ton of Trump-hating journalists and politicians all of a sudden learning that national security is a thing about which to be concerned.
The American president has lost patience with the Russian leader – so have his own people.
One of the ways we can access some of the hidden strength within us is to look for the people, events, and opportunities about which we can feel grateful.
