“Mar-a-Lago VICE”: NARCOFTA
“In Donald Trump’s golden age, we will have only legal immigration, and we will have zero Americans dying from Chinese slash Mexican slash Canadian fentanyl.” (Unnamed White House Official)
Summary:
· “Mar-a-Lago Consensus” is Monroe and Brzezinski Doctrinaire.
· The Monroe/Brzezinski frame of reference suggests US “Onshoring” more than “Friendshoring”.
· The evolution of US tariffs on Canada, Mexico, and China confirms that “Mar-a-Lago Consensus” is antithetical to China’s Belt and Road.
· The evolution of US tariffs on Canada, Mexico, and China confirms that China’s Belt and Road is an alleged vertically integrated criminal enterprise (VICE).
· The evolution of US tariffs on Canada, Mexico, and China confirms that NAFTA has been conflated with China’s alleged Dope Inc. Belt and Road vertically integrated criminal enterprise (VICE).
· China’s implausible denial of involvement in America’s “Fentanyl Crisis” confirms that NAFTA has been conflated with China’s alleged “Dope Inc.” Belt and Road vertically integrated criminal enterprise (VICE).
· A “51st State of Gaza” will overlap the Suez Canal and dictate “Mar-a-Lago Consensus”, East of Suez, in return for political and financial consideration from the Orient.
· By executive order, DOGE’s “Streamlined” public sector recession is predicted and accounted for, as a Q1 disinflationary fiscal tailwind for intended transfer to the private sector by tax cuts.
· The Fed has elected to await the outcome of DOGE “streamlining”, and fiscal stimulus privatization, before responding.
· Secretary Bessent’s 10-Year Yield Control is consistent with the energy security disinflation imperative of “Mar-a-Lago Consensus”.
· The Fed’s inertia is consistent with Secretary Bessent’s 10-Year Yield Control.
· The Fed alleges that patience for longer is dual mandate optimal.
· Patience for longer is the Fed’s reaction function to the perceived Stagflationary impact of trade frictions.
· The BIS endorses the Fed’s patience for longer; and warns other central banks that the balance of growth and inflation risks behooves them to follow suit.
· The BIS has confirmed the “Pre-Covid Vibe”, by framing the current trade war in Covid central banking terms.
· China is transitioning from a strategic Russian ally to a strategic threat via a tactically useful currency tool.
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 Belt and Road may be sanctioned globally for using NAFTA, regionally, as a Chinese “Trojan Horse” to undermine US trade policy through “white labelling”.
· The Brzezinski Doctrinaire Silk Road context for the Western assault on the Belt and Road is apposite.
· India distances itself from the vertically integrated narcotics enterprise (VINE) frame through which China is perceived by America.
· Russia may be in transition, from the BRICs, to the original Axis of Evil.
(Source: the Author, September 18th 2022)
· 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”.
· North Atlantic Energy Security (NAES) directly threatens the BRICS.
(Source: the Author, January 25th 2025)
· The “Mar-a-Lago Consensus” author in residence has, finally, confirmed that those who do not finance the “US Unipolar Exorbitant Privilege” will be sanctioned.
· OPEC+ must cut energy prices, at least as much as the “Mar-a-Lago Consensus” threatened tariffs, on sanctioned non-US purchasers, to maintain market share.
· China confirms that “Mar-a-Lago Consensus” is deflationary, upstream and downstream, in energy security terms.
(Source: the Author, December 21st 2024)
· “Greenlandschluss” is not an end, but a beginning of conflict over Siberia and Manchuria.
(Source: the Author, February 1st 2025)
· “Mar-a-Lago Consensus” “Streamlined” fiscal policy disinflationary tailwinds are blowing early in the new US Presidential cycle.
(Source: the Author, December 21st 2024)
· 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.
(Source: the Author, February 1st 2025)
· “Greenlandschluss” is not an end, but a beginning of conflict over Siberia and Manchuria.
(Source: the Author, February 1st 2025)
