Dear Reader,
Good morning.
Today I want to start by just talking about what a great job President Trump and his trade team have done so far with these trade negotiations.
In the past week we have signed two big trade deals with the EU and with Japan.
And they’re good!
The EU deal is great for the United States.
You can tell because the European countries are fighting each other and the head of the EU who negotiated it.
They’re pissed.
You know Japan’s is good for us because they didn’t want to talk about it in public.
They’re in a leadership challenge right now, and we see some populism sweeping across the country.
So Japan’s leadership really can’t afford to appear beholden to or giving too much to the United States if they want to remain in power.
So, today I want to talk about these deals, because we’re really starting to see some of the President’s bigger ideas here.
You’re starting to see some of the strategy behind his moves.
Let me just go down the list here:
EU - 15% baseline tariff.
That seems to be the new tariff for everybody, except the UK whose baseline is 10%.
We have a special relationship with the UK, of course.
But the EU, with their 15% baseline tariff will be investing $600 billion in the U.S.
They have a $750 billion deal to buy American energy.
A lot of companies we have recommended, that our subscribers own stock in, will benefit from that.
The 50% tariffs on steel and aluminum will remain.
And the new 50% copper tariff we’ve talked about this week goes into effect tomorrow.
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Circling back to this deal with Japan - they’re going to invest $550 billion in the U.S.
Now, by the way, the EU’s $600 billion and Japan’s $550 billion commitments are from private companies within the EU and Japan.
We’ll be exporting a lot of energy to Japan, too, and they’ll be buying a lot of Boeing aircraft.
In the competition between the United States and the EU - between France’s Airbus and the U.S.’s Boeing - a duopoly - we like to see President Trump being a champion for Boeing - for all American companies, from tech to manufacturers.
But here’s something else we’re starting to see that’s not really been talked about…
Commerce Secretary Howard Lutnick said on TV that major, big trade deals are going to be done.
Then we pivot to China.
And you’re starting to see in these readouts from the White House, a little paragraph in the EU readout that really starts to show what President Trump’s strategy has been…
I’m going to read it right from the White House page on economic security:
“The United States and the European Union agree to strengthen economic security alignment and to enhance supply chain resilience and innovation.
“The two sides will take complementary actions to address non-market policies of third parties [China], as well as cooperating on inbound and outbound investment reviews, export controls and duty evasion.”
So what we are doing here tells you a lot - we’re aligning with the EU under our economic security umbrella.
We are working together to push back against China. Against their dumping. Against their military, for example.
Let’s say they use a dummy corporation to buy a national security company in Europe that nobody really knows but benefits, say, military aircraft.
We can push to block that and also become independent.
Basically, we’re strengthening the Western Alliance - with both Europe and Japan.
You’re starting to see the stitching of this.
Now that we have these deals in our pocket, we’re able to go and sit down and talk to China.
Because now we have leverage.
We’ve aligned our allies very shrewdly.
Now, I was skeptical at first that this would happen.
But here we are - well done.
We’ve locked in our allies.
Now we can sit down with China as the leader of the West, basically, and say:
“Okay, here’s the deal…
“On behalf of the entire West, we can block you from dumping… we can put up serious barriers… we can restrict chips.
“The EU, Japan, the US - we are in sync.”
So this has been a terrific week for the United States in terms of our trade deals.
Would I prefer a world without tariffs?
Of course.
But look - at the end of the day, both parties - Republicans and Democrats - outsourced all jobs.
They didn’t listen to the people of this country when they sent our jobs to China.
Populism is the result.
So there has to be a new deal, so to speak. “A square deal”, a fair deal, as Teddy Roosevelt called it.
His nephew, Franklin Roosevelt called it a “New Deal.”
There has to be a new deal here with the government and the American people.
That’s really what President Trump was elected to bring.
He didn’t use “New Deal” in his campaign slogan.
He used Ronald Reagan’s Make America Great Again.
But this new deal is to protect a lot of workers here.
And so what?
We’ll be forced to pay higher prices on some of the goods we consume in exchange for doing that.
But our society needed to restructure itself in how we split every dollar we get so that the most vulnerable people get a lot more in terms of economic gain.
Anyway, that’s all I have.
Have a wonderful day. See you tomorrow.
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