
Wa-a-a-ait, Mr. Postman!
Water, water everywhere, nor any drop to drink.
To let Donald Trump tell it, the good ship 'Murica'

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Coleridge, the Marvelettes and AI Penguins. H came out hot for a Friday. This all seems headed to a bad end, if the data is allowed to rollover.
“Deliver the letter, the sooner the better,” said no penguin, ever.
Can’t stop laughing, one of your best.
A little Friday afternoon humor never hurts!
Perfect finish, no notes!
The only thing I’ll add is it looks like the show trials are about to start with James Comey. Trump and his followers would never advocate for assassinations or violence (except if it’s people like Mike Pence or Mark Milley or anyone else who looks at Trump wrong but that’s totally different).
Hey Scott & Howard, the check’s in the mail.
There are no words to describe this mess, but somehow you found some. Thanks. This is a classic: “an implausibly dark shade of burnt-orange face paint”.
The profile picture of him in the Royals Bearing Gifts article is wild. He’s brownish orange until it gets near his ear and hairline, then his skin’s pale and cadaverous.
Dealmaking has gone Millennial. Now we have Art of the MOU and Art of the LOI.
And this isn’t going to stop as long as Trump is at the helm. It’s who he is and always has been. There is no chance for the next 3&1/2 years of this changing. He lacks executive function, logic and he’s lazy. He hatches ideas, they are childish, it doesn’t work and then he goes into lying hyperdrive. His lackeys lash out and hope that stops all further questions. That’s the script. He sticks to it because he can’t think beyond it. Without Fox News he’d be done. There are no facts that support what Trump does. You can only sell him with lies and a heavy dose of fear.
‘Due to the high volume of inquiries, we’re unable to negotiate your rate at this time.”
Maybe we can set up some sort of call center, staffed with real mericans, to answer any questions our trade partners may have. Would probably employ more people than a new iPhone factory. Wait. Never mind, musk would get the contract and run it through Grok. it can tell everyone about the white genocide trade imbalances cause.
Nice
H, you’re the master. That ending made this one of your best ever.
The clownshow seems to be reaching new levels of absurdity. Markets don’t seem to be bothered though, treating the 90-day reprieve as a permanent state of affairs.
This is definitely the case, and it’s not just markets. There were numerous articles (prior to the reprieve last weekend) talking about Chinese manufacturers scrambling to move operations to Vietnam to get around the onerous levies on China. That location is a head-scratcher though, because Vietnam caught some of the highest Liberation Day tariffs of anyone at 46%. It only makes sense to relocate to Vietnam if you assume the “reciprocal tariff” reprieve will be permanent. I suppose they could be assuming that Vietnam will negotiate something similar to what the UK did? I don’t think that’s a safe enough assumption to justify standing up new factories though.
Instead, they should be relocating to Russia. It’s right next door, Vladivostok is a conveniently located Pacific port, and Russia wasn’t hit with any levies at all (and why aren’t more people talking about that?).
Picture Trump laying on a psychiatrist’s couch.
The psychiatrist asks Trump: “These big profits from tariffs… are they in the room with us now?”
Perfect
Nice.