Tracy

This is pure fire 🔥🔥🔥 🚨 SHE JUST SEALED IT: Barbara Boyd Drops the Hammer on London’s Secret Propaganda Machine Trying to TORPEDO Trump, Vance & Iran Peace Talks Before Midterms! No conspiracy theories. Just facts that prove a coordinated London-led operation is working overtime to keep the Middle East on fire and destroy America First before the midterms. Trump made it crystal clear on Truth Social: If talks fail, it’s game over. The IRGC (the mullahs’ militia) is the real problem—they have to look tough no matter what. Iran is bleeding 500 million dollars a day by blocking the Strait of Hormuz. Their regime is collapsing. Peace would be a massive win for Trump. But London and their Iranian assets don’t want peace. Why? Because chaos equals profit. The Propaganda Op Targeting JD Vance (This Is the Smoking Gun), Edward Luce (Financial Times) just published a hit piece calling Vance “shrinking” and no longer Trump’s obvious successor. It got picked up everywhere (CNN, CNBC, Daily Beast). Luce isn’t some random columnist—he’s the son of a top British royal household official and a former Clinton speechwriter. London’s man in Washington, plain and simple. This kicked off after Vance’s epic Munich Security Conference speech in Feb 2025. He told the UK/Europe elites to their faces that they’ve become “fascist” with their election cancellations, censorship, and hypocrisy. He said the real threat isn’t Russia or China—it’s the strangulation of free speech in their own governments. Within hours: British press smeared him as “Putin’s tool.” Same Russiagate playbook they used on Trump. Boyd seals it by showing this is not random opinion—it’s a coordinated cyberwar/propaganda operation using UK intelligence tools (like the old Integrity Initiative). 🔻 How the London-Run Iran Propaganda Machine Actually Works (3 Layers—Boyd Lays It All Out) 1. Press TV – Iran’s English-language broadcaster literally runs out of London (license revoked in 2012 but still operating). They put “respectable” Western faces like George Galloway on air to push the narrative. 2. NIAC (National Iranian American Council) – Poses as a harmless advocacy group in D.C. Court docs show its founder coordinating directly with Iran’s UN ambassador on lobbying strategy. 3. Iran Experts Initiative – Leaked Iranian Foreign Ministry emails (2023 Semaphore investigation) prove Iran secretly embedded American “experts” in top U.S. think tanks and media. They promote Tehran’s talking points without disclosing ties. Some ended up in the Obama/Biden White House and Pentagon. Even Biden’s own Iran envoy had his security clearance yanked over this network. All three layers use the exact same British playbook they ran against Trump and for the Ukraine war. Identical phrases show up in mainstream media, social media influencers, and Democratic talking points. This isn’t organic opposition. It’s a foreign influence operation designed to prolong the war and tank Trump’s momentum. The Real Motive: City of London’s Trillions Depend on Chaos UK/Europe are in an economic meltdown (cut off Russian gas and nuclear, now relying on expensive Gulf oil plus windmills). The City of London controls oil prices, shipping insurance, and Middle East financial plumbing. Unstable region equals volatile oil prices plus sky-high insurance premiums equals trillions in profits for London banks. Iran’s role as regional terrorist sponsor keeps the chaos going. Peace would kill their golden goose. And President Trump is trying to Kill it. @PrometheanActn

🚨BREAKING: Sacramento’s $2 Billion Budget “Oops” Just Got Exposed — And It’s Exactly Why They’re Desperate to Silence Nick Shirley! Newsom’s team double-counted CalPERS pension payments by $1.6B and botched another $450M in future rates, inflating the budget shortfall and scaring taxpayers for months while hiding the fix. This isn’t a simple math error — it’s more proof of reckless incompetence (or worse) in a state drowning in waste and fraud. While Shirley is out there filming empty daycare centers, ghost hospice clinics, and $170M+ scams sucking billions from Medi-Cal and taxpayers, Sacramento quietly cooks the books and pushes the “Stop Nick Shirley Act” to criminalize citizen journalists who dare expose the grift. They can’t even get basic pension math right, yet they want to jail people for filming the real fraud? California taxpayers are getting robbed blind while Newsom’s crew plays “hide-the-shortfall.” Nick Shirley is lighting up the darkness they’re trying to keep hidden. Share this before AB 2624 shuts it all down.

@Knesix The Pope is a Globalist, complicit in the mass migration movement promoted by the NWO. He's using his position to promote their agenda to deminish and abolish all sovereign nations...

So the Pope met with David Axelrod last week. David Axelrod. Obama's campaign architect. A man who is not Catholic, has never met a pope before, and whose entire career has been engineering political narratives for the American left. And then, by pure coincidence, the Pope immediately started lobbing shots at the Trump administration, and three US Cardinals popped up on 60 Minutes doing the same thing. All organically, I'm sure. I'm a practicing Catholic. I need you to understand that part. But in my opinion, Trump has all the right to lash out at him. Maybe you'll disagree, but in the end, Trump talks like Trump. Water is wet. I'm talking about MY Church being run like a DNC satellite office but with a golden throne. This is the same Vatican that watched governments padlock churches during COVID and said nothing. That let Biden take communion while funding abortion and said nothing. That fired Bishop Strickland for defending actual Church doctrine. That removed Bishop Fernández in Puerto Rico for defending religious exemptions THE CATECHISM ITSELF supports. But somehow Trump is the threat to human dignity. Pope Francis was bad. Leo has turned out to be worse. Francis at least was vague about his politics. Leo went and hired the consulting firm. The man has ignored the slaughter of Christians across Nigeria, the Sahel, India, Syria, Bangladesh, Pakistan. Hundreds of believers murdered, churches burned, pastors kidnapped. His response? Platitudes about dialogue. OF COURSE he won't even name who's doing the killing. But he'll fly across continents to make interfaith gestures the week after his people coordinated a media hit on a sitting US president. The weaponization of belief is obvious. You get the Pope to pick a fight with Trump, and suddenly millions of conservative Catholics have to choose between their faith and their vote.

This is Stephanie Seneff. Senior Research Scientist at MIT (200+ papers). Her message? Glyphosate is one of the most toxic chemicals of our time. Found in 80%+ of Americans—linked to autism, cancer, IBD & fatty liver. Here’s what it’s doing to you & how to protect yourself:🧵

“Cults, timeshare sales, and interrogators all use the same tricks to get you to say yes.” Chase Hughes spent time with cult recruiters, timeshare closers, and professional interrogators to figure out exactly how they manipulate people into doing things that aren’t in their best interest. He discovered the same core techniques: get you to deviate from your normal behavior just a little (even something as small as cursing), then trigger an identity agreement (“Are you the type of person who…”), and suddenly your brain starts acting like you’re already part of their group. Once identity is involved, facts don’t matter as much — you’ll go along with the narrative because “that’s who I am.” He also mentioned how social media does the same thing by falsifying a tribal consensus, making fringe ideas look mainstream. It’s a fascinating (and slightly scary) look at how easily the brain can be hijacked.

To recap: 1. The EU Council blocked $40 billion to Hungary because it wouldn't give NGOs control over its courts. 2. The EU Court blocked Hungary from passing a FARA law to see whether NGOs there were funded by the EU. 3. The EU Council announced it would centralize voting power on EU accession to block Hungary from having a vote in the future if Orban won the election. 4. The EU flooded Hungary with political NGOs to back Magyar's campaign to oust Orban from power so Hungary would bend to the EU on Ukraine accession, mass immigration, MMIWG2SLGBTQQIA+, etc. 5. Magyar wins, the EU immediately imposes a 27-point conditions list for Hungary to unblock the funds, including on Ukraine accession, mass immigration, MMIWG2SLGBTQQIA+, etc. 6. The EU Commissioner comes out and says she's actually going to centralize voting power to cut out EU members like Hungary anyway.

(Send to those who still say ivermectin is toxic) IVERMECTIN HEALS RIVER BLINDNESS since 1987 for humans in Africa, Latin America, Yemen, I know bec I USED TO WORK FOR MERCK. Merck first announced its commitment to donate FREE, ivermectin (branded Mectizan) treatment of river blindness (onchocerciasis) in Oct 1987, by then CEO Dr. Roy Vagelos, pledging “as much as needed, for as long as needed” to help control, eventually eliminate, the disease, as a public health problem. River blindness is endemic in parts of Africa, Latin America, Yemen, affecting 35 countries at the time. I left Merck to help souls heal terminal cancer ALS autism Parkinson’s leukemia from vaccines&other Corporate Chemicals (cancer protocol here) growthfactororg.substack.com/p/live-zoom-me… A N D growthfactororg.substack.com/p/parasites-wi…

🦔A study by Originality.ai found that 77% of books published in Amazon's Success self-help subcategory between August and November 2025 were likely written by AI. Of 844 books scanned, 90% contained AI-generated elements in at least one section. One author published 74 books in five months, including five in three days. Human-written books averaged 129 reviews compared to 26 for likely AI books, were 19% longer, and were six times more likely to be on sale. The most common words in AI book titles included Blueprint, Strategies, Master, Habits, and Mindset. My Take The last paragraph of the study is the one that stuck with me. One of the 844 books scanned was called How to Write for Humans in an AI World, and its contents were flagged as likely AI-generated. A book lamenting the proliferation of soulless, emotionally empty AI writing, written by AI. That is where we are. The self-help category is particularly vulnerable to this because it trades on the implicit promise that a real person worked through something difficult and came out the other side with something worth sharing. That promise is the product. When someone in genuine distress picks up a book about toxic relationships or addiction or solo parenting, they are not buying information they couldn't find elsewhere. They are buying the sense that another human being understood their situation well enough to write about it. AI slop cannot deliver that, and Amazon's unwillingness to police it means people in real distress are increasingly buying something that was never written for them by anyone at all. Hedgie🤗

Did you know the news used to regularly air stories about people's lives being ruined by vaccines? That all changed after Clinton let Pharma buy out the media. Here I compiled 56 mind-blowing news segments they'd never air today. midwesterndoctor.com/p/vaccine-amne…

The company behind all those pink ribbons, the Susan G. Komen Foundation, uses less than a dime of each dollar to actually look for a cure.

YOUR AIR FRESHENER IS POISONING YOUR LUNGS. WHY THE ANCIENTS BURNED DRIED SAGE. We plug chemical cartridges into our walls to make our homes smell like fake pine trees. But respiratory specialists are sounding the alarm. Modern air fresheners do not clean the air; they mask it with VOCs (Volatile Organic Compounds) and synthetic fragrances derived from petroleum. The Invisible Toxin: Clinical studies show that these airborne chemicals react with ozone to form formaldehyde. When you inhale them, they act as severe endocrine disruptors and trigger chronic respiratory inflammation. You are literally perfuming your house with poison. The Ancient Standard: For thousands of years, Native American tribes, Celtic druids, and ancient Romans practiced "smudging"—burning bundles of dried White Sage or medicinal herbs to clear a room. The Airborne Sterilization: It wasn't just a spiritual ritual; it was airborne microbiology. Scientific research into medicinal smoke has revealed that burning sage physically alters the electrical charge of the air, generating negative ions. Furthermore, clinical tests show that the smoke actively eradicates up to 94% of airborne bacteria within a confined space. History shows they biologically sterilized their air. We are actively polluting our lungs for a synthetic smell. Open a window. ~ Ancient Daily Secret ✨🙌🏽💫

If you're not making your Clove Bud Extract yet, you should be! It fights against antibiotic-resistant infections effectively! To understand this, you need to know about pathogenic biofilms, and anyone who has a dog with a water bowl has likely seen them. If you've ever gone to clean your dog's bowl, you might notice an oily looking layer on the water's surface when changing to fresh water. That appearance, which resembles a thin oil slick, is actually a bacterial or fungal biofilm. That's what you're seeing. But these biofilms also exist within the human body, made up of bacteria or fungi covered by carbohydrates and proteins that shield them from oxidative stress and even antibiotics. How serious are biofilms? Well, ask anyone with Lyme disease, but also talk to your dentist. Dental caries, also known as cavities, are caused by a streptococcal mutans biofilm. You can also consider Candida infections, H. pylori, and much more. Note: Rinse your mouth 2 to 3 times daily with your clove bud water extract, and you'll never develop a cavity. I guarantee it! *Again, NOT for use by children under 10 years old. These infections are highly resistant to antibiotics because the biofilm surrounding the pathogens shields them. Eugenol, from your clove water extract, is one of the few substances known worldwide to destroy biofilms, antibiotic-resistant infections, fungal infections, bacterial infections, and viral infections, and it does much more than that. Best of all, it does not harm your intestinal flora unless you take an extreme overdose. Because eugenol is one of the very few anti-quorum substances worldwide, and what anti-quorum means is that eugenol can not only kill bacterial infections but also disrupt bacteria's ability to communicate, preventing them from replicating. In my personal opinion, this makes eugenol a substance that could potentially replace almost every antibiotic, antiviral, antifungal, and antiparasitic available. Always keep clove bud water extract in your refrigerator; it lasts over a year and is inexpensive to make. It should also be your first choice at the first sign of any infection. The Science: Eugenol-Mediated Inhibition of Biofilm Formed by S. aureus pubmed.ncbi.nlm.nih.gov/34705248/ Antibiofilm activity of certain phytocompounds and their synergy with fluconazole against Candida albicans biofilms (promising antibiofilm activity displayed by eugenol) pubmed.ncbi.nlm.nih.gov/22167241/ Eugenol inhibits quorum sensing and biofilm of toxigenic Vibrio cholerae (pure eugenol tested) tandfonline.com/doi/abs/10.108… Eugenol: A Phyto-Compound Effective against Methicillin-Resistant and Methicillin-Sensitive Staphylococcus aureus Clinical Strain Biofilms pmc.ncbi.nlm.nih.gov/articles/PMC43… Biological Properties and Prospects for the Application of Eugenol pmc.ncbi.nlm.nih.gov/articles/PMC80… Antibiofilm potential of nanonized eugenol against Pseudomonas aeruginosa (pure eugenol nanoparticles) academic.oup.com/jambio/article… Antibiofilm and anti-quorum sensing activities of eugenol and linalool (purified eugenol from leaves) squ.elsevierpure.com/en/publication… Development, systematic optimisation and biofilm eradication efficacy of eugenol emulsions (pure eugenol emulsions) pubmed.ncbi.nlm.nih.gov/37526405/

🚨 This is a hundred times bigger than Watergate, and yet, no one is covering it! THIS IS HUGE!!!! justthenews.com/government/sec…

Gavin Newsom wants to be President. Think of it. The man who turned the Golden State into the greatest fraud factory the world has ever seen... the man who let billions and billions and billions of your tax dollars get stolen right out from under him... that man wants to run the country. Everybody sees it. Even the Democrats see it. They just don't want to talk about it. So let's talk about what's really happening in California because the numbers are so big, so staggering, so unbelievable that people can't even comprehend them. Medi-Cal... that's California's version of Medicaid, their big healthcare program... has more than doubled from $108 billion to a proposed $222 billion. The population didn't double. The spending doubled. Where did the money go? It went to the fraudsters. It went to the grifters. It went to people driving around in brand new BMWs and $200,000 Maybachs while your grandmother can't afford her medication in the 4th largest economy in the world. Disgraceful. A brave young journalist... Nick Shirley, great guy, incredible courage... went into Los Angeles and did what the entire state government of California refused to do. He walked up to the doors. He knocked. He asked questions. And what did he find? He found daycares with 39 children enrolled on paper and five kids actually there. He found daycares in San Diego with 14 children enrolled and zero... zero... present when the state inspectors showed up. Four different visits by state inspectors. Zero children every single time. And California kept sending the checks. Kept sending the money. Billions of dollars just flowing out the door to empty buildings and ghost children. Think of it. Nick found a daycare operating out of an apartment... one bedroom... supposedly caring for eight kids. He shows up and finds two small children outside completely unsupervised. No adult anywhere. His producer, a mother, broke down crying on camera because the scene was so horrifying. These are real children being used as pawns in a massive fraud scheme and Gavin Newsom's California didn't do a thing to stop it. Not a thing. But the daycares... and this is the part that really gets you... the daycares are almost small compared to what's happening with hospice. Los Angeles County has seen a 1,500 percent increase in hospice companies since 2010. That's not a typo. Fifteen hundred percent. The elderly population went up about 40 percent. The number of hospice agencies went from 109 to over 1,800. Forty-five times more hospice agencies per senior than New York. Fifty-nine times more than Florida. Nobody's ever seen anything like it. CBS News... and give them credit, they actually did real journalism for once... went through every single hospice operating in LA County. Seven hundred and forty-two of them... 42 percent... showed multiple red flags for fraud as defined by the state's own criteria. Nearly 500 hospices crammed into a three-mile radius in the San Fernando Valley. One hundred and thirty-seven along Van Nuys Boulevard alone. Eighty-nine... 89 hospice companies... registered inside one single building in Van Nuys. One building. And 72 of those showed signs of fraud. Nick Shirley went to that very area. He walked into a place called Miracle Healing Hospice that billed $1.3 million. Knocked on the door. Nobody home. Looked through the window. Completely empty. Not a single piece of furniture. $32,000 per patient billed to the taxpayers and there's nothing inside. Nothing. He went to Guardian of Angels Hospice... $4.8 million billed. Couldn't even find them. Went door to door looking for this company that collected nearly five million dollars and it didn't appear to exist. And here's where it gets really interesting... the "I can't believe this is real" part. Every single one of these empty buildings, these shell companies, these ghost operations... the parking lots were full of the most expensive cars you've ever seen. Brand new BMW M8 Competitions. Cybertrucks. $200,000 Maybachs. Mercedes after Mercedes after Mercedes. The fraudsters weren't even trying to hide it. They were driving around in luxury vehicles paid for with stolen Medicare dollars while hardworking Californians can't afford their rent. Nick went to a place that teaches people how to open their own hospice. A consulting firm. In LA. You don't need to be a doctor. You don't need to be a nurse. You don't need to be anything. Just get some stolen Medicare numbers from elderly people... which are worth more than credit card numbers now, everybody in the industry knows it... bill the government, and watch the checks roll in. A medical professional told Nick on camera that hospice fraud became a trend during COVID. People were building hospices and flipping them like real estate. Building them and selling them. Using your tax dollars. Quite honestly one of the most disgraceful things anyone has ever seen in this country. And Gavin Newsom's big response? He says he banned new hospice licenses in 2021. Incredible. He banned new licenses while 742 fraudulent operations kept running. That's like locking the front door after the burglars moved in and set up a furniture store in your living room. His own state auditor told him in 2022... wrote him a letter, very direct, very clear... that California's weak controls had created the opportunity for large-scale fraud and abuse. Stolen identities of medical personnel. Abnormally high rates of living patients being discharged. The whole system was rotten. And what did Newsom do? He blamed Trump. Always blaming somebody else. Never his fault. His spokesperson actually called Dr. Oz an idiot for pointing out the fraud. That tells you everything you need to know about Gavin Newsom's priorities. Meanwhile an adult daycare in LA billed $19.8 million. Nick went there at 1:30 in the afternoon. No adults present. The place looked like it was falling apart. They couldn't even produce a brochure. Couldn't even answer the phone. A voicemail box that was full. $19.8 million of your money. California's own Attorney General Rob Bonta had to admit it... called hospice fraud an epidemic. An epidemic. And this is Newsom's guy saying this. The "Califraudia" report estimates total fraud waste and abuse across the state could hit $250 billion. Billions and billions and billions. The state auditor has been flagging Medi-Cal as high risk for mismanagement since 2007. Almost twenty years of warnings and nothing changed. By March 2025, Newsom's healthcare department needed a $3.4 billion emergency loan. A week later they came back begging for another $2.8 billion. The state is hemorrhaging money and nobody at the top cares because nobody at the top is paying for it. You're paying for it. The DOJ has been arresting people. Good. Four California residents just got sentenced for a $16 million hospice fraud and money laundering scheme... sham companies, fake documents, stolen Medicare numbers, shell accounts. The Armenian Organized Crime strike force dismantled five hospices in LA. But these are drops in an ocean of fraud that Newsom watched grow for years and years and years while he was busy running around the country auditioning for President. This is the man the Democrats want to put in charge of the whole country. The man who couldn't find 742 fraudulent hospices in his own state. The man whose government kept sending checks to daycares with zero children. The man whose citizens are getting their Medicare numbers stolen so criminals can drive Maybachs. The man whose own auditor begged him to act and he ignored it. Gavin Newsom didn't build the Golden State. He built the fraud state. And now he wants your vote. Go look at what he did to California. Go look at those empty buildings billing millions. Go look at those children left unsupervised in apartment daycares. Go look at those parking lots full of luxury cars outside fake hospices. And then ask yourself... do we really want this for America?

💰 The $8 Billion Legal Black Hole: How Washington’s Lawfare Industry Bleeds the American Taxpayer Washington, D.C., has quietly birthed a shadow economy — one run not by lobbyists or bureaucrats alone, but by attorneys who litigate both sides of the same disputes, feeding off taxpayers in an endless cycle of lawsuits, settlements, and payoffs. Behind the veil of “accountability” and “regulation,” a vast legal infrastructure now consumes an estimated $8 – $10 billion every year—and delivers almost nothing tangible to the public in return. At the heart of this system is what insiders call weaponized lawfare—the strategic use of lawsuits to achieve political or ideological goals through the courts rather than Congress. Federal agencies like the EPA, HHS, and Interior churn out thousands of pages of dense regulations every year. Almost immediately, the same rules are challenged in court—sometimes by industry, often by well-funded nonprofit plaintiffs. But rather than fight to the end, the agencies typically settle. These “sue and settle” deals allow policy changes to be made behind closed doors, without public oversight or legislative approval. The process looks adversarial but is, in truth, a form of cooperative theater. Career government lawyers, NGO attorneys, and private firms wage symbolic battles where no one actually loses. The only real casualty is the taxpayer, who pays the salaries of government litigators, the fees of opposing counsel, and the “settlement reimbursements” that NGOs pocket under laws like the Equal Access to Justice Act (EAJA). These statutes were designed to help small citizens seek justice against the government — but in practice, they’ve become revenue streams for multimillion-dollar activist corporations. The Department of Justice’s Civil Division alone burns through roughly $1.5 billion per year in litigation defense. Add another $2 billion in legal staffing across major agencies, then another $4–5 billion in Treasury settlement payouts from the Judgment Fund — a special account that replenishes automatically, without congressional approval or itemization. Every year, that one fund quietly transfers billions to law firms, NGOs, and plaintiffs who sued the government, often on procedural technicalities or policy disputes. A small cadre of recurring players dominates this lucrative cycle. Groups like Earthjustice, the Natural Resources Defense Council (NRDC), the Center for Biological Diversity, and the ACLU file hundreds of cases each year, pull in tens of millions in legal-fee reimbursements, and parade the settlements as moral victories. Many of their senior lawyers previously worked for the agencies they now sue — and later return to those agencies once the political winds change. This revolving‑door dynamic ensures continuity regardless of administrations; the legal machine keeps grinding, immune to elections. Private law firms play their part too. Names like Covington & Burling, WilmerHale, and Latham & Watkins act as outside counsel for agencies one year and opposing counsel the next. Combined, these firms absorb upwards of $700 million annually from federal contracts, settlements, and legal monitoring agreements. By monopolizing institutional knowledge and staff pipelines, they shutter out smaller firms while turning governmental litigation into a boutique industry of insiders managing perpetual motion. The result is a perverse incentive structure. Every major case becomes a fundraising and staffing event for both sides: NGOs expand teams, agencies justify larger legal budgets, and private firms secure future retainers. With no cap on the Treasury’s payouts and almost zero public accounting of who receives how much, the system sustains itself indefinitely. Oversight is cosmetic; the financial opacity is deliberate. Even watchdog groups have struggled for decades to extract itemized lists of recipients from the Judgment Fund. The opportunity cost is staggering. The money spent each year on bureaucratic lawfare equals the entire operating budget of the U.S. Army Corps of Engineers or the total cost of America’s Mars exploration program—twice over. Redirected toward tangible needs, that $8 billion could rebuild 2,000 bridges, retrofit all public schools with clean water systems, or fund millions of trade apprenticeships. Instead, it evaporates in the capital’s legal bloodstream — producing neither justice nor infrastructure, only paperwork and precedent. Reform isn’t impossible but demands bold surgery. The Judgment Fund should require congressional approval for all large settlements. Every recipient of EAJA payments and fee-shifting awards should be listed publicly. “Sue and settle” arrangements should be barred without legislative review, and former agency lawyers must face long cooling-off periods before suing their old departments. These are not radical ideas; they’re the baseline of responsible governance. Until such reforms materialize, however, Washington’s legal‑industrial complex will keep humming. It’s a closed ecosystem — lawyers suing lawyers, funded by taxpayers, overseen by no one. The spectacle gives the illusion of civic action while masking a billion‑dollar drain on democracy itself: an endless courtroom carousel where process trumps progress, justice becomes a paycheck, and the rule of law is just another business model.

@ShadowofEzra 🥴

I don’t know how easy it is to make seemingly prescient calls in geopolitics, but “Professor Jiang” gives off serious Gell-Mann amnesia vibes. Once he starts talking about finance and economics, it becomes quite obvious he doesn’t know what he’s talking about. Ofc poor Piers has no domain knowledge of any kind, so to him it’s all very impressive and persuasive.

Some people suggest that Trump's China strategy is hard to spot and foreign officials can't detect it. I don’t know what they’re looking at, because the strategy has been stated openly and repeatedly. It’s not subtle. It’s a full stack industrial plan to unwind US dependence on China across every chokepoint supply chain, starting with critical minerals and rare earths. Read the administration’s speeches from the Critical Minerals Ministerial last month because it makes the logic explicit. The minerals market isn't a normal market. It's been systematically distorted by subsidies for years. Projects get years into development, financing nearly in place, and then foreign supply floods in, prices collapse, and the project dies. It's a price weapon. And as long as that weapon exists, private capital can't solve the problem, no investor will commit to a decade long project if China can always dump and destroy your economics. So the administration is doing the only thing that actually works. Direct investment, offtakes, stockpiles, and enforceable price floors. Public balance sheets underwriting long duration capacity. A preferential trade zone where strategic dumping becomes a sanctionable offense. A national strategic reserve as an offtake signal so projects can finally clear financing. They announced two primary rare earth smelters last month, the first built in this country since 1980. Also read Jamieson Greer's Davos speech to see the intellectual logic underneath it all. He frames the entire strategy as a return to the American System (Hamilton, Clay, Carey, Lincoln) and argues that hyperglobalization was the historical aberration. Every major industrial power learned the Hamiltonian playbook from us and never stopped using it. We forgot it for thirty years but we're finally remembering. Countering China and reducing US supply chain dependence isnt just a part of the administrations economic and security strategy it IS the strategy. When you realize that a lot of things that look like noise stop looking like noise and you can see it fits into a coherent strategy. The administration is instituting an investment growth model, which is a set of policies that incentivizes production relative to consumption, and ensures that higher savings (savings = production - consumption) gets recycled into fixed investment. One of those tools are tariffs. And every investment growth model in history has used them. Tariffs are certainly disruptive, but that disruption serves the vital purpose of forcing companies to rebuild resilient, secure supply chains before a crisis makes orderly transition impossible. The administration's defense reindustrialization push is the capex engine. It forces factories to get built, it anchors demand, and it creates export demand from allies who are rearming. They are also attempting to redesign the global trading and capital flow system that has been defined by mercantilist policies and created structural capital inflows into dollar assets that kept currencies from clearing properly, and resulted in persistent current account deficits and industrial hollowing out. The entire stablecoin push is an attempt to build a payments rail so they can price foreign hoarding of US assets without blowing up the dollar payments system. The goal is to keep the dollar as the world's transaction rail without agreeing to absorb unlimited foreign savings into Treasuries, and the structural trade deficit that comes attached. Stablecoins separate these two functions. Dollar denominated tokens circulate globally for payments but carry no yield and accumulate no claims on US assets. So the dollar maintains its position as a medium of exchange but without the burden of being the financial asset held to balance trade. The fight over Fed comes back to China as well. The entire point is to coordinate monetary and fiscal policy. You can’t run this shift if monetary policy is acting like it operates in a vacuum while fiscal and industrial policy are trying to redirect the economy’s demand mix. Meanwhile they need Fed cooperation on financial deregulation in order to free private balance sheets help fund the buildout. This isn’t just an economic program. The administration continuously touts the slogan that economic security is national security. The entire US military strategy is organized around the central objective of countering China and denying them regional hegemony in Asia. That requires allies who can defend their own regions, a home base that isn't strategically exposed, and the industrial depth to sustain a long conflict. Defense and economic vulnerability aren’t separate problems. They’re the same problem viewed from two angles. The US is strategically vulnerable because it offshored the upstream capacity that underwrites both economic resilience and military power. The administration is moving to rectify that across every dimension simultaneously. Every piece points at the same objective. Rebuild the defense industrial base so that deterrence rests on actual production capacity, not platforms we can't replace. Massive military buildout. Make long duration projects financeable through price support and demand guarantees. Shift spending from consumption to investment. Shrink the external deficit. Eliminate China's leverage over the chokepoints. This is an economic and military reorganization two centuries in the making that was interrupted for thirty years and is now being resumed. The China strategy is the industrial policy is the defense strategy. If you can’t detect the strategy, that says more about you than it does about the administration.