Earlier today President Trump and Defense Secretary Esper announced a major deployment of U.S. military to interdict narcotics trafficking from Central America.

On the surface the effort to deploy naval assets to the Caribbean and southern pacific is justified based on intelligence drug cartels will exploit the coronavirus pandemic to ship more narcotics into the U.S.

However, in the bigger picture there’s also a likelihood the CCP would work with their allies in Central American regimes to further weaken the U.S. during a time of increased vulnerability.

In times of war, or severe geopolitical confrontation, exploiting a vulnerability is a common strategy.  Therefore it’s a smart and prudent geopolitical move for President Trump and U.S. military to take very aggressive action against the cartels and their communist sympathizers.  There’s more going on here than appears on the surface.

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Admitted or not we are at war with the Red Dragon.  Chairman Xi is cunning and strategic; President Trump is countering.  Keep watching…

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Oh, this is almost too much winning.  Almost…  President Trump has appointed White House Manufacturing Advisor Peter Navarro to lead all U.S. coordination of the Defense Production Act.   Just like that… presto… Navarro becomes a bazillion times more powerful than CoC President Tom Donohue.   Delicious.

WASHNGTON – President Trump announced Friday he is appointing his trade adviser Peter Navarro to serve as his national Defense Production Act policy coordinator after using the act to force General Motors to begin making ventilators to treat coronavirus patients.

“He’s a tremendous guy and he will do a fantastic job,” the president said during a press briefing with his coronavirus taskforce at the White House. He said Navarro will serve as the national Defense Production Act coordinator for the federal government. (link)

Peter Navarro has been a long-term China hawk warning about the risk of U.S. multinationals doing critical supply-chain manufacturing overseas.  Navarro, working closely with U.S. Trade Representative Robert Lighthizer, has been the tip of the spear in the execution of America First policy and jobs.

This appointment, and these additional responsibilities, is a recognition for his efforts.

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You knew it was going to happen… The U.S. Chamber of Commerce (President Tom Donohue) begins having apoplectic fits at the thought of even stronger Trump administration policies that might undercut their Chinese manufacturing investments.

The U.S. CoC is the biggest stakeholder of U.S. multinational companies doing business in China.  The Trump administration has been warning them for years to put America First in their business plans; and now with the Chinese Pandemic showing just how dangerous it is for critical manufacturing to be made in the U.S.A, chamber President Tom Donohue is pleading to keep the U.S. dependent on China.

Keep in mind, this is the EXACT SAME group who said the steel and aluminum tariffs were going to cause massive inflation driving up the price of all consumer goods and cars by thousands of dollars… It never happened; because the CoC are manipulative liars.

WASHINGTON (Reuters) – White House plans to expand “Buy America” mandates to the medical equipment and pharmaceutical sectors could worsen shortages of urgently needed medicines and delay discovery of a vaccine for the new coronavirus, over 80 business groups warned.

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Today Ohio, Delaware and Louisiana joined California, New York, Connecticut, New Jersey and Illinois by issuing mandatory stay at home orders for their citizens.  A total of eight states now have total coronavirus compliance orders restricting movement.

(Via Reuters) […] “Every piece of evidence that I can lay my hands on indicates that we’re at an absolutely crucial time in this war and what we do now will make all the difference in the world,” said Ohio Governor Mike DeWine. “What we do now will slow this invader. It will slow this invader so our health care system … will have time to treat casualties.”

Ohio has 351 cases and three deaths while Louisiana has 837 cases and 20 deaths, several in a senior care facility. Louisiana has the third highest number of cases per capita and saw a 10-fold increase in cases in the past week, Governor John Bel Edwards said.

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President Trump and the coronavirus task force will be updating the public and answering questions from the Brady press room at the White House today at 5:00pm ET.

There may be questions about the DOJ requests for increased authorities to arrest and detain non-compliant citizens without judges/lawyers – Livestreams Below:

WH Livestream Link – Fox News Livestream Link – State Dept. Livestream Link

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There’s been a debate about possible political motives surrounding the panic he has created; the massive economic damage he has inflicted; and the conflicting assertions of National Institute of Allergy and Infections Diseases (NIAID) Director Dr. Anthony Fauci.

CTH identifies the motives as sketchy.  He appears to use his position to advance theories and yet position himself to avoid scrutiny.

Sometimes within a 24 hour period Fauci will make a statement, then contradict the initial assertion, then attempt to cloud his own conflict with obtuse and wordy explanations.  After watching for several weeks, we called it out HERE.

Perhaps one way to help see through the professional obfuscation, and identify just exactly how political Dr. Fauci is, would be to: compare and contrast Dr. Fauci under President Obama in September 2009 after 3,000 to 4,000 H1N1 deaths in the USA  -vs- Dr. Fauci under President Trump in March 2020 after 200 to 300 COVID-19 deaths.  WATCH:

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Now, to better absorb the information…. According to the CDC final estimate of 2009 U.S. H1N1 cases (published in 2011): from April 12, 2009 to April 10, 2010 approximately 60.8 million U.S. cases, 274,304 U.S. hospitalizations, and 12,469 U.S. deaths occurred due to H1N1. That’s the empirical data.

After: (1) watching that 2009 video; and (2) comparing the 2009 H1N1 response to the current 2020 COVID-19 response; and (3) reviewing the empirical data; we must admit to ourselves there is a VERY BIG difference.  So now, with the baseline established, we look for why such a big difference; and to do that we (4) evaluate the politics:

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Comrade citizens, California governor Gavin Newsome announced today he has issued a statewide “stay at home” order.  California residents can only leave their homes when necessary and/or critical during the coronavirus pandemic.

Public gatherings are not allowed. [Executive Order HERE] Under the order California residents can travel alone and visit: Gas stations, Pharmacies, Grocery stores, farmers markets, food banks, convenience stores, take-out and delivery restaurants; Banks and Laundromats/laundry services.

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[California COVID-19 Details]

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…there had to be a point where the value of the Wall St economy surpassed the value of the Main St economy… Part I Here

We now look forward, and consider the question: How would the multinational underwriters, the multinational financial systems, reset all transactional tables (the bookkeeping systems underneath the valuation) if the U.S. stock market was ever forced to re-value economic nationalism over multinational globalism?

To first answer the “how” question, we must visit the “why” question. Why would the multinational financial underwriters want to reset their valuations?

Obviously, the global financial system does not act altruistically. What would motivate the global wealth valuation authority (various market investment indexes) to want, or need, a reset.

The answer to the “why” question might not be as challenging as it appears.

First, there has been a seismic shift in how the world looks at the economic exploitation of multinational systems, or globalism.  See Bernie Sanders?  See those yellow vests in France?  See what happened with the U.K. Brexit referendum?  See the shrinking EU influence?  See the open/public confrontation and push-back against China? See Trump? All examples are consequences of the rise of economic nationalism.

Secondly, the original Wall Street corporate motive (during decades of mergers and acquisitions) to shift product manufacturing to Southeast Asia (ASEAN nations) was driven by a lower cost of overall business, higher profit margins and greed.

As a direct outcome economic wealth was shifted from the U.S. to ASEAN nations, and particularly China. Low wages, low regulation, cheap operational costs, incentives and subsidies from Asia equals cheap TV’s, sneakers, furniture and durable goods.

Even with high fuel prices and overseas shipping costs, there was a big difference between U.S. and ASEAN manufacturing costs.  As hundreds of U.S. Wall Street multinationals chased profits the rust-belt was created.

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A very big picture discussion requires a considerable baseline.

The stock market is not the U.S. economy; the stock market is an investment instrument that determines valuations of economic activity company by company. The valuation is considerably arbitrary, based on the determinations of the arbiters (investors). This is empirically true.

However, that said, how would the multinational underwriters, the multinational financial systems, reset all transactional tables (the bookkeeping systems underneath the valuation) …if the U.S. stock market was every forced to re-value economic nationalism over multinational globalism?    Enter “Coronavirus”.

Four years ago CTH first explained a new way to look at the U.S. economic system and how Main Street was/is disconnected from Wall Street.  We presented a metaphor to explain. Before going deeper into the discussion of tomorrow; and at the request of several people who now accept the era of “deglobalization” is upon us,  I first present that prior reference & then will use this as the baseline to describe what could come next.

There is a key phrase at the fulcrum of everything past:

…there had to be a point where the value of the second economy (Wall Street) surpassed the value of the first economy (Main Street).

What we are going to outline in part II is the possibility what happens when this natural truism is reversed.  The objective is to answer: How, specifically would Wall Street reset its evaluative systems if Main Street once again emerged as the priority?

But first, a baseline revisit is needed.

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The entire nation is being impacted by a multitude of consequences from coronavirus; millions of Americans concerned about lost work, lost wages and possibly lost jobs; the largest economy in the world at a near standstill; trillions of wealth lost and rippling economic consequences yet to be properly quantified;…. and yet the White House press pool is worried about calling COVID-19 the “Chinese coronavirus”?

Amid all of the seemingly unending and insufferable nonsense from American journalists, this is, yet again, reaching an all time high of stupidity.  WATCH:

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Nuts !

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