For Whom The “TACO” Bell Tolls

"Oh, I chicken out. Isn't that nice? I've never heard that."(Donald J. Trump)

(Caption and Editing by the Author)

Summary:

· Russian intransigence rebalances the dynamics of Adversarial Cooperation for an EU/USA trade deal and NATO’s centre of gravity.

· Nasty Europeans are being targeted by the algorithms that control the news cycle.

· Nasty Europeans are targeting the Big Tech custodians of the algorithms that control the news cycle.

· The Nasty European political and NATO military centres of gravity are rebalancing, through the Ottoman gatekeeper, towards a Byzantine solution.

· The DOGE GSE privatization model privatizes the profits with no taxpayer participation to compensate for a guarantee with an implicit bailout provision.

· Moody’s blues on the US credit rating will deepen on review of the DOGE GSE privatization model.

· It is the best of times for Key Signals, it is the worst of times for “Macro School Children”.

· The May month-end Key Signal indicates that the Fed should more likely tighten than pause.

· The US Trade Court has ruled that Dictatorship, and therefore an unprecedented Third Term, are illegal.

· UK public sector pensions will soon be AUMs “between a BlackRock and a Hard Place”.

· Perverse incentives will incentivize Rachel Reeves to cut social welfare, boost taxes and the size of the public sector, and hence the assets under management “between a BlackRock and a Hard Place”.

Extracts

(Source: the Author, April 19^th 2025)

· “Divine Prescience” inspires a Papal summit to preside over the failing peace process in Ukraine.

· G(1+6) remains divided and unconquered by Mar-a-Lago Consensus.

· President Macron self-identifies as the N-A-S-T-Y in NATO for ASEAN observers.

· “Nasty” Europeans will receive nasty tariffs if they try to game trade and Ukraine peace negotiations.

(Source: the Author, May 24^th 2025)

(Source: Bloomberg, caption by the Author)

(Source: Bloomberg, caption by the Author)

(Source: Bloomberg, caption by the DNI)

(Source: Bloomberg, caption by the Author)

(Source: BBC, caption and editing by the Author)

· President Macron self-identifies as the N-A-S-T-Y in NATO for ASEAN observers.

· “Nasty” Europeans will receive nasty tariffs if they try to game trade and Ukraine peace negotiations.

(Source: the Author, May 24^th 2025)

(Source: PBS, caption and editing by the Author)

(Source: intelligenceonline, caption by the Author)

(Source: intelligenceonline, caption by the Author)

· President Macron is the “N-A-S-T-Y” in NATO.

· President Macron is the target for a Replacement Theorem solution.

(Source: the Author, May 17^th 2025)

· The “Liberation Tariff” formula is a Replacement Theorem Solution, from first principles.

· The “Liberation Tariff” formula can be solved for global regime change by substituting migration for trade flows.

· “Liberation Tariffs” are a tax on poor nations that cannot afford US exports and have already been penalised by DOGE cuts to US foreign aid agencies.

· “Liberation Tariffs” are targeted at Chinese white-label, re-export hubs in the poor nations that cannot afford US exports.

· Tariffed poor nations will “liberate” migrants and export them to Europe/UK in vast numbers.

· European/UK “liberated-migrant” importers will regime change into Populist alignment with the “Mar-a-Lago Accord”.

· The Populist-aligned West will then repatriate imported migrants and regime change, at source, along old colonial lines, in poor nations.

· The “liberation” of President Macron’s prescient anticipation, of “Liberation Day”, signals pre-cognitive intelligence of the grand strategy behind it.

· The EU will be split between those who collaborate with Trump and those who resist.

(Source: the Author, April 5^th 2025)

(Source: NDTV, caption editing by the Author)

(Source: MSN, caption by Charles Foster Kane)

(Source: FT, caption by the Author)

(Source: Bloomberg, caption by the Author)

(Source: Bloomberg, caption by the Author)

(Source: independent, caption by the Author)

· Moody’s views the DOGE strategy to transfer the Federal businesses/liabilities, which it doesn’t cut, to newly overleveraged private capital as credit negative for the credit providers.

· The GSEs are first up for privatization after the Moody’s downgrade.

(Source: the Author, May 24^th 2025)

(Source: Bloomberg, caption and editing by the Author)

(Source and caption by Key Signals)

(Source: Bloomberg, caption and editing by the Author)

(Source: the Author, January 25^th 2025)

(Source: Bloomberg, caption by the Author)

(Source: the Author, November 30^th 2024)

(Source: cityam, caption by the Author)

(Source: FT, caption by the Author)

(Source: Bloomberg, caption by Edmund Burke, editing by the Author)