There’s a lot of news this week reflecting a great deal of oppositional alignment against the presidency of Donald Trump. 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 is disrupting the global order of things in order to protect and preserve the shrinking interests of the U.S. middle-class.  He is fighting, almost single-handed, at the threshold of the abyss. Our interests, our position, is zero-sum; if POTUS Trump fails, there will never be another available route to confront the Big Club.
President Trump’s aggregate opposition seeks to repel and retain the status-quo. They were on the cusp of full economic control over the U.S. just before candidate Trump snatched away their victory.  There are trillions at stake. They won’t make that mistake again.
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Yesterday, Secretary of State Mike Pompeo delivered a video-conference message to the assembly of international economic leadership in Davos. [Full remarks and transcript below]

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[Transcript] SECRETARY POMPEO: Good morning, and thank you, Borge, for your kind introduction. And thank you to the World Economic Forum for the invitation to speak today. It’s 18 degrees Fahrenheit here in Washington, D.C. You see the Lincoln Memorial to my back. So while I’m not here in person, I at least feel like I’m in Davos with the weather.
It’s interesting times that we live in. Over the past few years, all around the world, voters have tuned out politicians and political alliances that they thought weren’t representing their interests. A few examples of new directions that people have taken: Brexit; the election of President Macron in France; the rise of the Five Star Movement in Italy; Mahathir’s comeback in Malaysia; and of course, Borge, as you referenced, the election of President Donald Trump.
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In November of last year the New York Post interviewed President Trump asking specifically why he was not declassifying “spygate” documents, and inquiring about the purpose for his reluctance.  President Trump responded: “Maybe it’s better that the public not see what’s been going on with this country.”  Many people were disappointed, but its always been President Trump’s primary MAGA agenda to focus on economic security.

As the president has repeatedly stated: “economic security is national security.”  And with that cornerstone as the foundation, any evidence of a ‘Five-Eye’ ally participating in the scheme against Trump becomes leverage.  Cue the example:

EUROPE – European officials said today they will make tariffs on steel imports to the region permanent to help stem the glut of supply sparked by Donald Trump’s trade war against China.

The move highlights that protectionism is spreading and Donald Trump’s trade war with China is entrenching itself into the global economy.

The EU will impose quotas on 26 product categories and levy a 25% duty on imports exceeding those quotas, the executive arm said on Wednesday. The move cements proposals laid out last July with the stated aim of protecting European steelmakers amid Chinese overcapacity.

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In the realm of everything geopolitical in consequence, a recent article from an interview with Brazilian President Jair Bolsonaro highlights the globalists’ worst nightmare. And the comments from the WTO reflects the global influence of President Donald J Trump.

Before getting to two key points, rather stunningly delicious points, it’s worth remembering that Brazil is the “B” in the ‘BRICS alliance’.  Before U.S. President Donald Trump took center stage in the world of international influence, the former governments of Brazil, Russia, India, China and South Africa (BRICS) had formed a coalition.  Each nation represented an enlarged -and growing- regional trade/economic influence.
Shortly after taking office; and with hindsight – prior to the China confrontation; President Trump began a systematic process of challenging various economic influencers.  This is the origin of the Trump Doctrine .
By expanding U.S. energy development, strategically engaging with OPEC (Gulf Cooperation Council) States, and simultaneously engaging with Baltic States at the Three Seas Summit in Warsaw Poland, President Trump established the groundwork for downward pressure on oil prices.  This comprehensive and geopolitical energy strategy diminished the ability of Russia to maintain a consistent external financial influence.
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This is a little on the economic wonky side of things; but well worth watching if you are a trade follower.  The Canadian Broadcasting Company (CBC) attempts to construct a pro-TPP narrative by discussing possible 2019 benefits to Canada.  However, if you listen closely, each time the question of  Canadian consumer benefit it raised you’ll note there aren’t any.

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Corporate globalism, via international trade agreements, is a scam. By design it is intended to exfiltrate the wealth of a targeted (host) nation, and allow corporations full control over the domestic pricing of commodity goods.  There are parts of that interview when the lobbyist/punditry accidentally admits the scheme.
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A few days ago many critics were concerned over an announced pledge of U.S. State Department funding ($4.8 billion) for security and economic development in Mexico. However, CTH noted the approach was likely not what it seemed.
Those who followed the USMCA construct closely noted that U.S. President Trump (through Jared Kushner) and Mexican President Lopez-Obrador (through Jesus Seade) were doing something much bigger than a trade agreement; they were structuring an entirely new U.S-Mexico economic alliance.
With increased investment in central America by the Chinese government; and with Venezuela in a state of vulnerability to becoming a proxy therein; and with Brazil taking a more nationalistic approach; a completely new partnership which focused heavily on domestic security and economics was taking shape between the U.S. and Mexico. Throughout 2017 and 2018 the U.S. media was oblivious to it.
Then, two days ago, the U.S. State Department made public the principles of an economic alliance between the United States and Mexico. [See Here] The outline should be familiar: Economic Security is National Security.
Today Department of Homeland Security chief Kirstjen Nielsen told lawmakers that migrants heading to the southwest border to seek asylum in the United States will have to wait in Mexico until their claims are processed, under an agreement between the two countries:

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President Trump has empowered South Korean President Moon Jae-in to be the tip-of-the-spear for friendship-based face-to-face negotiations with North Korea with the goal of a denuclearized peninsula.
Though it was a very unconventional approach, President Trump created the foundation for stability and amicable regional relationships by fracturing the controlling influence of Beijing, China over Chairman Kim Jong-un.  Amid many international accomplishments, the results in North Korea are a truly remarkable exhibition of how the Trump doctrine uses economic power to achieve national security objectives.
During the public bilateral discussion, President Moon Jae-in carries a message to President Trump from Chairman Kim Jong-un; and President Trump announces the likelihood of a second summit with Chairman Kim in the “not-too-distant” future.

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From a pure economic/financial perspective this Nike  branding campaign doesn’t make sense…. unless, you realize a much bigger picture. A hidden bigger picture.

On its face, it just seems absurd. Why would any major corporation intentionally stake out a branding position that is adverse to their financial interests?
I’ve spoken to some very excellent business actuaries on this late today; and one specific conversation finally helped to make it all make sense.  During that conversation a good ally shared: “a multinational corporation would never make a branding decision adverse to their financial interests. Unless there is a hidden risk unrelated to what is visible on the surface.” ….BINGO, there it is, the lightbulb went on.
A hidden risk that likely has nothing whatsoever to do with Colin Kaepernick.
The bigger risk to Nike has nothing to do with Black Lives Matter, U.S. Consumers, or Antifa-like political advocacy. The bigger financial risk to the Nike Corporation has everything to do with geopolitics and a reset of international trade agreements.
Here’s the hidden aspect with research to back it up.  Nike Inc. has hitched its massive corporate existence to a 10-year business plan that is dependent on the continuance of recently negotiated manufacturing contracts.
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The Trump Doctrine is easiest to describe as: deploying economic leverage to achieve national security interests.  The Trump Doctrine is unique and stunningly effective.

Many of the geopolitical decisions have multiple facets which connect like small gears on a much larger machine.  One of those small dual-purpose gears is the Doctrine as it is applied to Pakistan.  The downstream moves impact China, our #1 geopolitical and economic adversary, then Russia, and also support new alliances with India and the broader Middle-east.

Toward China = ♦Squeeze #3. In 2017 Trump and Secretary Tillerson, now Secretary Pompeo, put Pakistan on notice they need to get involved in bringing their enabled tribal “extremists” (Taliban) to the table in Afghanistan. Pakistan’s primary investor and economic partner is China. The U.S. removed $900 million in financial support to pressure Pakistan toward a political solution in Afghanistan, China has to fill void.  [NOTE: Last month the World Bank began discussions about a financial bailout for Pakistan.]  Again, more one-way bleed for China. {Go Deep}

When President Trump removed the $900 million in aid to Pakistan, he empowered the Pentagon via Defense Secretary James Mattis, with an option to give $300 million to Pakistan if Mattis felt positive steps were being taken to change behavior.  Today the Pentagon announces no change in behavior is noted:
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The financial media is all a flutter based on a Bloomberg report that President Trump is likely to apply tariffs on $200 billion in Chinese goods.  DUH !  Why do they think U.S.T.R. Lighthizer has been conducting open section 301 tariff hearings for the past week?  Of course President Trump is considering tariffs on $200 billion in trade goods; this approach is not exactly a secret.
Then again, most of the financial media are clueless about the larger economic strategy and how China ties into the negotiations with North Korea.  I digress.

The proposed tariffs are a supplemental action in response to China’s unfair trade practices related to technology transfer, intellectual property, and innovation, based on the findings in USTR’s investigation of China under Section 301 of the Trade Act of 1974. Tariffs on $34 billion in goods from China are currently in effect, and tariffs on an additional $16 billion took effect on August 23rd, 2018.
The issue is not *if* President Trump will apply the 301-tariffs, the question is *how* and *when*?
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