Thursday, May 8, 2025

Deals, deals, and more deals!






"Some of us look back and can't believe how we survived under Biden. Yikes, we were so close to the edge! It is no doubt that if we now had Kamala, we would now be over the edge. Heading into the great void instead of the Golden Days of America."



Don't look now, but the total value of new investment coming onshore is now about $8T. Some foreign, some onshore from domestic firms. This has all happened since Trump took office. That is the good news. Lots of jobs, lots of opportunities. America will once again be a powerhouse of manufacturing. Now the bad news. Because of the combination of our "birth dearth", and super low achievement scores in government education, many of those new manufacturing jobs will come under the category of "open req". In other words, we have a huge imbalance coming our way.

Please - spare me the argument that we should not deport the illegals. We should put them to work instead. One big problem with that - many of the illegals are also illiterate. And some have spotting criminal backgrounds. We might need more people to fill these open positions but need to be selective. We need to hit the ground running on many of these higher tech jobs (chip manufacturing), and we don't have time for "driftwood". 

And today, the first of many new deals were announced. Great Britian, one of our closest allies, have come to terms with the United States. Is this a good deal? Absolutely better than getting hosed year after year. Good FAIR trade is always good for both parties. Why was not this done earlier? Because it takes the author of the Art of the Deal to make it happen. Plus - more deals mean more jobs, more money, more opportunities. 

Some think that Trump (as he usually does), is getting ready to "run the table". Even though he says he is fearful of China's demise, deep down most of us would love to see China get a little adjustment and a huge lesson. We need to help the dream of China's world domination via the Belt and Roads gimmick, go into the dustbin of history.

Russia is militarily weakened from three years of Ukraine, China is weakened from the tariff war with the US, and we have global deals coming in from all over the world. Like I said - Trump is getting ready to "run the table".

Some of us look back and can't believe how we survived under Biden. Yikes, we were close to the edge! It is no doubt that if we now had Kamala, we would now be over the edge. Heading into the great void instead of the Golden Days of America.

Donald Trump is a master at his craft. He IS the art of the deal. We are oh so fortunate to have President Trump at this point in time. And the best part - is the best part is yet to come.   

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