“Greenlandschluss”: 2019 Pre-COVID Vibes, All Over Again, Already
“I’ve been on record as saying I think our intelligence, our science, and our common sense all really dictate that the origins of COVID was a leak at the Wuhan Institute of Virology.” (D/CIA)
Summary:
· “Mar-a-Lago Consensus” is “transactional”.
· “Greenlandschluss” is the focal point of the True North Worldview.
· “Greenlandschluss” begs the questions of “Canadaschluss” and “Panamaschluss”.
· Denmark has enabled “Greenlandschluss” by mistakenly responding to President Trump’s terms of reference, thereby, credibly committing to them.
· Ukraine is of no strategic value to America; but it is a bargaining chip with the EU, and Russia, for “Greenlandschluss”.
· “Greenlandschluss” is not an end, but a beginning of conflict over Siberia and Manchuria.
· The “Mar-a-Lago Consensus” worldview is that COVID-19 is Casus Tariff.
· China’s CheapFake fighting brands will make “Mar-a-Lago Consensus” deflationary, in AI Capex terms, in addition to manufacturing terms, until they are blocked from questioning proprietary US AI models.
· The Fed is framing a “Mar-a-Lago Consensus” driven premature ease in pre-COVID anticipation insurance policy terms.
· President Trump is executive ordering a Federal Government recession to privatize his remedial fiscal stimulus.
· The Fed’s dilemma is whether to wait for the remedial private sector fiscal stimulus or to sustain the economy until it arrives.
· The US employment situation report will degenerate into a debate between the Recession Theory and the Replacement Theory idealogues.
· The latest UK narrative fallacy, under construction, blames the data rather than the policymaker for policy failure.
· The Dollar-negative January, month-end, KeySignals are that the Fed should be easing and the ECB should have tightened rather than eased.
Extracts
· Biden’s “Friend Shoring” Washington Consensus has been hardened into Trump’s “Mar-a-Lago Consensus”.
· “Mar-a-Lago Consensus” is Unipolar.
· “Mar-a-Lago Consensus” is the fundamental global macro theme of the “Trump Trade” thesis.
· “Mar-a-Lago Consensus” prescribes sanctions first, followed by regime change second, to all those evil-doers who challenge the US Dollar’s Unipolar Global Reserve Currency status.
· “Mar-a-Lago Consensus” will transfer the global supply chain security cost from the US taxpayer to the global taxpayer/customer.
· “Mar-a-Lago Consensus” will boost the US economy and mitigate the cost of global supply chain security for nations that trade with the USA.
· The unipolar “Mar-a-Lago Consensus” reinforces the global energy security imperative, and aligns, with US Swing Producer status, to deliver a disinflationary global economic stimulus, exclusively, to America’s trade partners.
· “Mar-a-Lago Consensus” and US Swing Producer status combine to reinforce the unipolar “US Exorbitant Privilege”.
· “Trump’s Technocracy” is proselytizing “Mar-a-Lago Consensus” into disinflationary, fiscal deficit shrinking, productivity gains.
(Source: the Author, December 7th 2024)
· The US Navy and USMC will guarantee global energy security, in return for an “exorbitant privilege”, based on US LNG supply chains rather than less secure legacy global sources.
· North Atlantic Energy Security (NAES) is NATO’s new acronym/eponym, under “Mar-a-Lago Consensus”.
(Source: the Author, January 25th 2025)
· Rumour has it that China intends to make “Mar-a-Lago Consensus” deflationary, in manufactured goods terms.
· Central bankers are anticipating the disinflationary outcome of “Mar-a-Lago Consensus”, even before Trump’s, threatened, tariff hikes have blown their economic growth headwinds.
(Source: the Author, December 14th 2024)
