Posts Tagged ‘China’

Nvidia News Roundup

Wednesday, April 16th, 2025

A few pieces of Nvidia-specific news have popped since Monday’s piece, so let’s do a quick roundup:

  • In a comment on Monday’s post, I mentioned that production at TSMC’s new Arizona fab hadn’t started yet. In fact, Nvidia just announced that TSMC’s Arizona fab just started work on their chips.

    On Monday, Nvidia announced that it has started producing its Blackwell AI GPUs at TSMC’s plant in Phoenix, Arizona, while companies within the state package and test them.

    TSMC, or Taiwan Semiconductor Manufacturing Co., is the world’s biggest chipmaker and announced a $100 billion investment in US chipmaking last month. It began producing chips using the 4nm process at its Arizona factory in January and has plans to make chips with the more efficient 2nm technology by the end of the decade.

    Nvidia doesn’t say which Blackwell chips it has started producing at TSMC’s plant and whether it includes the latest Blackwell Ultra GB300 chip it revealed earlier this year. Blackwell chips use TSMC’s custom 4NP process, according to Nvidia’s website.

  • Nvidia has also announced a large expansion in Texas.

    The world’s leading manufacturer of graphics processing units (GPU) and advanced chips has announced it will build new plants in Texas, amid global economic shake-ups.

    Note: Plants, not fabs.

    NVIDIA has announced partnerships with Foxconn and Wistron to build “supercomputer manufacturing plants” in both Dallas and Houston. These global companies are “expanding their global footprint” and their international presence for the purposes of “hardening supply chain resilience” in their partnership with NVIDIA.

    “Manufacturing NVIDIA AI chips and supercomputers for American AI factories is expected to create hundreds of thousands of jobs and drive trillions of dollars in economic security over the coming decades,” the announcement states.

    The mass production of chips at these plants is expected to begin in the next 12 to 15 months. The $500 billion investment in AI infrastructure within the U.S. does not make mention of direct government subsidies or public financial incentives related to NVIDIA’s recent announcement.

    I’m quoting that summary because it demonstrates that it’s easy to misunderstand things about the industry if you aren’t familiar with it. The way it’s worded make you think the “plants” are the Texas facilities they’re going to be building in 12-15 months, but the actual Nvidia press release makes clear than TSMC is doing the fabbing:

    NVIDIA is working with its manufacturing partners to design and build factories that, for the first time, will produce NVIDIA AI supercomputers entirely in the U.S.

    Together with leading manufacturing partners, the company has commissioned more than a million square feet of manufacturing space to build and test NVIDIA Blackwell chips in Arizona and AI supercomputers in Texas.

    Note the more precise wording.

    NVIDIA Blackwell chips have started production at TSMC’s chip plants in Phoenix, Arizona. NVIDIA is building supercomputer manufacturing plants in Texas, with Foxconn in Houston and with Wistron in Dallas. Mass production at both plants is expected to ramp up in the next 12-15 months.

    The AI chip and supercomputer supply chain is complex and demands the most advanced manufacturing, packaging, assembly and test technologies. NVIDIA is partnering with Amkor and SPIL for packaging and testing operations in Arizona.

    Within the next four years, NVIDIA plans to produce up to half a trillion dollars of AI infrastructure in the United States through partnerships with TSMC, Foxconn, Wistron, Amkor and SPIL. These world-leading companies are deepening their partnership with NVIDIA, growing their businesses while expanding their global footprint and hardening supply chain resilience.

    Now, if that half trillion does get spent (no guarantee, since press releases aren’t legally binding; try to contain your shock), that would certainly buy a lot of cutting edge fabs. Nvidia is one of the few companies that has the financial resources to build their own cutting edge fabs (Apple is another), but I get the impression that they’re going to partner with TSMC. In fact, I wouldn’t be surprised if they follow the Apple model, where they tell a company “Here’s X amount of money, go build a fab. You’ll give us the first 24 months of production at x-cost per chip, and after that the fab is yours free and clear.” This is one of the tools Apple used to become the dominate tech buyer, and what some call a monopsony.

    As far as building their own supercomputers, that’s great for Texas and not so great for Hewett Packard Enterprise, which finished their acquisition of Cray in 2021.

  • Finally, Nvidia’s AI chips are now banned from export to China.

    The Trump administration has effectively barred Nvidia (NVDA) from selling its custom artificial intelligence processors to customers in China. The move will force the AI chip leader to write off up to $5.5 billion in inventory and purchase commitments in its fiscal first quarter. Nvidia stock fell Wednesday.

    Late Tuesday, Nvidia disclosed in a regulatory filing that the U.S. government is now requiring it to get an export license to sell its H20 processor in China and other restricted countries. Nvidia said it was informed of the move on April 9, the same day NPR erroneously reported that the White House would not seek further restrictions on the chips Nvidia can sell in China.

    Your tax dollars at work.

    Nvidia said the U.S. government told it on Monday that the license requirement will be in effect for the indefinite future.

    Wall Street analysts say Nvidia’s write-off indicates that the company believes it won’t be granted licenses to sell H20 processors in China.

    The H20 was designed for the Chinese market to comply with Biden-era restrictions on selling advanced processors there. The H20 is less capable than the Blackwell series chips Nvidia sells in the U.S. and other markets.

    “With Nvidia writing off associated H20 inventory, it appears the company is taking the position that it will not be granted licenses to ship product to Chinese customers (with no other geography likely to take the governed silicon given the availability of more powerful standard Hopper or Blackwell SKUs),” Wedbush analyst Matt Bryson said in a client note Wednesday. SKU stands for “stock keeping unit,” a unique identifier for products used in inventory management.

    China represents a little over 10% of Nvidia’s revenue.

    The Trump Administrations believes (probably correctly) that AI is a key strategic industry and that we don’t need to give China any help there.

  • A half trillion dollars is a lot of cheddar, even for the (as of today) company with the third largest market cap in the world…

    How Trump’s Tariffs Are Crushing China

    Saturday, April 12th, 2025

    As mentioned in yesterday’s LinkSwarm, Trump has offered temporary tariff relief for everyone…except China. China got hit with even higher tariffs. Evidently the only “trade war” that is happening right now is with China…and China is losing.

    Behind the global economic chaos provoked by president Trump’s tariff tsunami, there are growing indications of a strategic purpose. It is now conceivable that plunging into, and then retreating from, a generalised trade war was actually a deliberate means to a truly geostrategic end: to thwart China’s ambition to replace the US as the dominant world superpower.

    While Trump’s public statements still chiefly concern the need to impose economic measures to correct decades of unfair foreign trade, senior US officials, including Pete Hegseth, defence secretary, and Scott Bessent, treasury secretary, are increasingly taking a more strategic geopolitical line.

    In late January, Hegseth told the US armed forces that America would “work with allies and partners to deter aggression in the Indo-Pacific by communist China”. In Panama, he said that Beijing was investing in the region for military and economic advantages. “War with China is certainly not inevitable … But together we must [deter] China’s threats in this hemisphere.”

    Bessent has linked recent US tariff tactics with a shared geostrategic pushback against China, stating that “we can probably reach a deal with our allies, and then we can approach China as a group”.

    In this light, the suspension of tariff combat for 90 days with most countries, while doubling down on the levies imposed on China, leaves Beijing isolated and in the firing line.

    So far, after reciprocal gestures and vowing to “fight to the end”, Beijing has focused mainly on rallying anti-US sentiment across the globe. But India and Australia declined to join forces with China. ASEAN remains caught between opposing powers. The EU, in a quandary over Russia and Ukraine, likewise continues to hedge.

    China has long sought to frame the West as a feeble, fragmented anachronism. Is it conceivable that, by unleashing economic fire and fury on friends and then provisionally reining it in, Trump might succeed, where Western multilateral diplomacy failed, in forcibly forging a credible consensus of opposition to the threat of global Chinese hegemony?

    One assumes that Washington understands that it cannot prevail over China alone and a substantive US pivot to the Asia Pacific to press home a contest with China is starting to emerge. Trump has already reached out to Japan and South Korea, and US officials have tackled Vietnam. The Philippines, in striking distance of any hostilities over Taiwan, support the US and talk about preparing for war.

    Taiwan, South Korea, India, Japan, Vietnam, Philippines: It’s like a greatest hits of nations that have bad blood with China. It’s no wonder they’ve chosen to trade with the world’s biggest economy rather than a historical enemy with designs of territorial expansion.

    The developing world now faces a binary choice, and ruthlessly exploited debt and resource dependencies are not a firm basis for loyalty. This remains the case despite decades of nugatory US investment and engagement.

    Under Trump’s tariffs, it is too soon to know how far China will be able to maintain the global supply lines on which its aspirations to become the world leader of innovative consumer production depend. Nor will it be easy to develop export markets big enough to compensate for declining sales to the West and its allies. Beijing’s military influence has begun to expand, but remains localised.

    Most importantly, the question of Taiwan is now implicit in US language about deterring Chinese aggression. How does Trump’s assault on China’s geostrategic ambitions affect the threat of an imminent blockade, or even a full-scale invasion? The widespread view that an invasion isn’t inevitable now gives little real assurance.

    Indeed, with the US taking an active stance, the status quo based on “ambiguity” is gone. Preparations to besiege Taiwan, let alone to invade, would be spotted in time for pre-emptive action.

    (Hat tip: Instapundit.)

    Kevin O’Leary says that 104% tariff on China simply isn’t high enough.

    104% tariffs on China are not enough, I’m advocating 400%. I do business in China, they don’t play by the rules. They’ve been in the WTO for decades. They have never abided by any of the rules they agreed to when they came in for decades. They cheat, they steal, they steal IP, I can’t litigate in their courts. They take product, technology, they steal it, they manufacture it and sell it back here …

    I want Xi on an airplane to Washington to level the playing field. This is not about tariffs anymore. Nobody has taken on China yet … As someone who actually does business there, I’ve had enough. I speak for millions of Americans who have IP that have been stolen by the Chinese … the government cheats and steals and FINALLY an administration … that puts up and says “enough!” …

    Xi can only stay the supreme leader if people are employed … It’s time to squeeze Chinese heads into the wall NOW!

    Or check out this video from Chris Chappell of China Uncensored.

  • “The CCP wants to defend global trade. But they’re the ones who destroyed it in the first place.”
  • “The Chinese Communist Party is freaking out about US tariffs. They’ve launched a full-on propaganda blitz, calling the tariffs abuse. And blackmail. And if anyone is an expert on abuse and blackmail, it’s the CCP. The CCP is also claiming to be the defender of global trade. Yes, China is going to safeguard multilateralism and the multilateral trading system. And they totally are! I’m not being sarcastic here. They really are.”
  • “The CCP is going to fight for the current global trading system. It’s not because they love international cooperation, which is just propaganda BS. It’s because the CCP has spent decades manipulating global trade to their advantage. So there’s no way they’re going to let all that lying and cheating go to waste. Plus, global trade is basically the only thing keeping China’s economy afloat.”
  • “China is an export economy. That means their economy relies on manufacturing stuff for the rest of the world to buy. Chinese manufacturing exploded after China joined the World Trade Organization in 2001. Because China was able to make stuff more cheaply than other countries, consumers around the world benefited from lower prices on Chinese imports. But countries also lost tons of manufacturing jobs to China. The US alone lost more than two million jobs between 1999 and 2011 as a result of Chinese imports.”
  • “Besides manufacturing, the other big driver of China’s recent economic growth was real estate investment. Which became a problem after China’s real estate market started to collapse in 2020. So, the CCP decided to double down on manufacturing. They pumped billions of dollars into building more factories and exporting more goods to keep China’s economy from crashing. Which did work, but now China is making way more stuff than the rest of the world can buy. That’s called overcapacity.”
  • “China is making way more batteries, solar panels, and electric vehicles than the rest of the world wants. And because China has so much overcapacity, it also doesn’t import much from other countries. Which means China now has a trade surplus of almost a trillion dollars. That’s more than any country’s trade surplus in the past century, even adjusted for inflation. And China doesn’t show signs of stopping. Its export volume is growing three times as fast as global trade. That’s insane.”
  • “So what happens when China exports more and more stuff? They have to cut prices to be able to sell it all. Which means other countries lose even more jobs to China. Entire industries shut down. There are now certain products you can only buy from China. And when those are critical things like medical supplies, that gives China massive political and economic leverage on other countries. Remember when China stopped exporting medical goods during the early days of Covid?

 Yeah, that, but on an even bigger scale.”
  • “So that’s why the Chinese Communist Party is fighting to maintain the global trading system. They dominate it. And without it, China’s economy would fail. And their political control would crumble.”
  • “But how did China get here? It’s not just about cheap labor. The CCP has built an entire economic system to dominate global trade. Back when China joined the World Trade Organization in 2001, they promised to follow rules to ensure fair trade practices. To be fair to the CCP, something I never thought I’d say, they did make a bunch of economic reforms in order to get into the WTO. But after they joined, they violated the WTO rules repeatedly. They’ve been cheating the system for decades. And largely getting away with it. You see, the WTO rules are set up to prevent government intervention that would artificially distort global trade. But in a communist system, it’s government intervention all the way down.”
  • He brings up the example of honey producers getting subsidies at every step of production.
  • “This industrial policy is incredibly effective for the CCP. It’s how the CCP jump-started its entire electric vehicle industry. And they’re now flooding the rest of the world with cheap EVs.”
  • “Yes, these are all things that other countries do, too. But no one does them on the same scale as the CCP. In 2019, the CCP spent almost $250 billion dollars on its industrial policy. That’s massive.”
  • “But it’s not just industrial policy. There are also ways China’s entire financial system distorts global trade. Like everything in China, the financial system is political. All banks in China are either state-owned or state-linked, so the CCP controls how they give out loans. Which means state-owned banks give lots of loans to state-owned enterprises, and to other companies the CCP wants to support. And if those companies can’t pay them back? The banks just keep extending the loans. Because it’s better to take the financial risk than to risk getting on the CCP’s bad side.”
  • “The CCP’s industrial policy and financial system is destroying the global trading system. More countries have stopped relying on the World Trade Organization to stop the CCP’s unfair trade practices. Instead, they’re putting their own tariffs on Chinese goods. Like Europe’s tariffs on China’s EVs. Or President Trump’s tariffs on China’s…everything.”
  • Then there’s China’s use of transshipping to other countries to get around tariffs and sanctions. “The US has had anti-dumping tariffs on Chinese honey since 2001. So Chinese exporters have tried to get around it with what’s called ‘honey laundering.'”
  • “So that’s how the CCP’s industrial policy, their financial system, and their export system are all designed to manipulate global trade. They’ve kept China’s economy going, while hurting other countries. Both advanced economies and developing economies are dealing with the fallout. But it’s gotten so bad, that the rest of the world has no choice but to fight back. Not just the US, but also Europe. And as a result, we may be watching the collapse of global free trade. And it’s the CCP’s fault.”
  • Also, Trump has the upper hand in the fight because China’s factories had already been closing left and right before he took office, due to rising labor costs and dwindling foreign customers. Here’s a China Observer video from 11 months ago speculating that 90% of Chinese factories might have to close.

    And that was before Trump’s tariffs.

    Trump is going to win his trade showdown with Xi because American has a much stronger economy than China, one that supports vastly higher domestic consumption, and because he holds all the cards.

    LinkSwarm For April 11, 2025

    Friday, April 11th, 2025

    I hope your taxes are finished, or at least in the home stretch. Mine are done but not mailed out yet. I made so little last year that I’m getting every cent I sent in back, pitiful though it is.

    This week: The Supreme Court hands Trump two victories, more progress in the war against illegal aliens, a trade war reprieve for everyone but China, Jasmine Crockett seems to think illegal aliens pick cotton, Tim Walz proves he’s still a putz, and after 72 years, police finally arrest an infamous Mexican bandit!

    It’s the Friday LinkSwarm!

  • “Supreme Court Allows Trump Administration to Fire Thousands of Federal Workers.”

    The Supreme Court is allowing the Trump administration to move forward with its plans to fire thousands of probationary federal employees, overturning a lower court order preventing the terminations.

    The Supreme Court lifted an injunction Tuesday from a California federal court barring the Trump administration from firing employees across six federal agencies. The lower court order came last month following a lawsuit from the American Federation of Government Employees, a powerful public sector union.

    “The District Court’s injunction was based solely on the allegations of the nine non-profit-organization plaintiffs in this case. But under established law, those allegations are presently insufficient to support the organizations’ standing,” the justices said in an unsigned ruling.

    Liberal justices Sonia Sotomayor and Ketanji Brown Jackson dissented from the court’s order. Sotomayor did not explain her reasoning, while Jackson said the Trump administration failed to demonstrate the urgency of the issue.

    Pink slip by pink slip, progress is made…

  • A quarter of IRS employees are about to get the axe.

    Nearly two months after a top Department of Government Efficiency (DOGE) official and support team arrived at IRS headquarters to investigate waste and fraud—aiming to streamline a bloated and corrupt federal bureaucracy—the Trump administration has begun a sizeable workforce reduction across the federal agency.

    Fox News reported late Friday evening that the IRS will begin laying off about 20,000 staffers — up to 25% of the workforce — on Friday and through next week.

    Most job cuts will center around the IRS Office of Civil Rights and Compliance, which protects taxpayers from discrimination, audits, and investigations.

    White House spokesperson Liz Huston told Fox News, “In a stark contrast to the previous administration’s wildly unpopular plan to hire thousands of additional IRS agents, President Trump is focused on saving tax dollars, eliminating bloat, axing useless DEI offices, and increasing the agency’s efficiency.”

    Here’s more from Fox:

    In addition to the layoffs, the agency said in a letter to employees that it is eliminating its Office of Civil Rights and Compliance, which is responsible for protecting taxpayers from discrimination, audits and investigations.

    . . .

    “This action is being taken to increase the efficiency and effectiveness of the IRS in accordance with agency priorities and the Workforce Optimization Initiative outlined in a recent Executive Order,” the letter states, referring to President Donald Trump’s executive order directing the Department of Government Efficiency to get rid of wasteful spending.

    The agency said it was approved to offer Voluntary Early Retirement Authority (VERA) and Voluntary Separation Incentive Payment (VSIP). Information about those programs will be shared with employees at a later date, the message said.

    “This calendar year to date, approximately 5% of this office left through the Deferred Resignation Program and attrition,” the message said. “An additional 75% of the office will be reduced through a RIF (Reduction in Force).”

    A Treasury Department spokesperson told Fox News, “The rollback of wasteful Biden-era hiring surges and consolidation of critical support functions are vital to improving both efficiency and quality of service. ” The spokesperson added, “The Secretary is committed to ensuring that efficiency is realized while providing the collections, privacy, and customer service the American people deserve.”

  • “DOGE Official: More Than One Million Migrants On Medicaid, Thousands On Voter Rolls.”

    An official with the Department of Government Efficiency (DOGE) said that millions of migrants are currently receiving taxpayer-funded Medicaid benefits while thousands are on voter rolls across the country and are illegally voting in American elections.

    DOGE official and equity firm CEO Antonio Gracias said that migrants have obtained Social Security cards after being released into the interior of the country with a notice to appear in immigration court, with court dates scheduled an average of six years after their release.

    “So now you’re in the country with some quasi-legal status, you’re waiting for your court date … you can fill out an asylum application,” Gracias explained during a recent appearance on the “All In” podcast, which featured Daily Wire host Ben Shapiro. “Once that application is in, you can file another form, a 765 to get work authorization, once you get that, you get a 766, which is the authorization and we automatically send you a Social Security card in the mail.”

    With access to Social Security cards, Gracias says, over a million migrants have been able to receive Medicaid benefits. “We mapped this through the benefit programs, we found every benefits program that is being accessed by these people, 1.3 million are on Medicaid right now, today,” Gracias said.

    He went on to explain that thousands of migrants have been found on voter rolls as well, also asserting that the Democratic Party opened the border in order to import new voters.

    “We looked at voter rolls and we found that thousands are registered to vote in friendly states. And we looked even further in those friendly states and found that many of those people had actually voted. It was shocking to us,” Gracias explained. “I think this was a move to import voters.”

    “This doesn’t include the 7.8 million that ICE has that have come in illegally that we know are here and all the people who are here illegally who we don’t know are here,” he explained.

    DOGE is uncovering illegal aliens and massive fraud. It’s easy to see why Democrats are upset…

  • The Supreme Court also gave Trump the greenlight to use the Alien Enemies Act to deport illegal aliens.

    The Supreme Court on Monday lifted a federal judge’s order that once blocked the Trump administration from using the Alien Enemies Act of 1798 to deport suspected members of a Venezuelan gang to El Salvador.

    In a 5–4 majority opinion, the Supreme Court handed President Donald Trump a major victory against legal challenges regarding his mass deportation agenda. The decision allows Trump to continue invoking the Alien Enemies Act to accelerate the removal of illegal immigrants believed to be in Tren de Aragua.

    The nation’s highest court, however, noted that the administration should give immigrants it seeks to deport “reasonable time” to challenge their removal from the U.S. in court. Those legal challenges must take place in Texas, where the detainees are held, and not Washington, D.C., the conservative majority ruled.

    “The notice must be afforded within a reasonable time and in such a manner as will allow them to actually seek habeas relief in the proper venue before such removal occurs,” the ruling states. “The detainees subject to removal orders under the [Alien Enemies Act] are entitled to notice and an opportunity to challenge their removal.”

  • “Trump Plans to Withhold All Federal Funding From Sanctuary City ‘Death Trap.'”

    President Donald Trump announced Thursday that his administration is finalizing plans to withhold all federal funding for sanctuary cities and states that provide safe harbor to illegal aliens.

    “No more Sanctuary Cities! They protect the Criminals, not the Victims,” Trump posted on Truth Social. “They are disgracing our Country, and are being mocked all over the World.”

    On his first day in office, Trump signed the “Protecting the American People Against Invasion” executive order laying out a framework to strictly enforce the nation’s immigration laws and “prioritize the safety, security, and financial and economic well-being of Americans.”

    In the E/O, Trump authorized the Attorney General and the Secretary of Homeland Security to “evaluate and undertake any lawful actions” needed to ensure sanctuary jurisdictions across the U.S. are not receiving federal funds.

    Now, it appears Trump is ready to drop the hammer on these Democrat strongholds.

    “Working on papers to withhold all Federal Funding for any City or State that allows these Death Traps to exist,” the president said in his post.

    Sanctuary jurisdictions are states, counties, or cities that refuse to cooperate with federal law enforcement agencies seeking to deport criminal illegal aliens.

    There are about a dozen states and hundreds of cities across the US that consider themselves “sanctuaries” for illegals.

    The House Judiciary Subcommittee on Immigration Integrity, Security and Enforcement held a hearing Wednesday to address the issue, titled “Sanctuary Jurisdictions: Magnet for Migrants, Cover for Criminals.”

    Republicans contended that sanctuary cities have been an impediment to the mass deportations the Trump administration has prioritized in its first 100 days of office.

    But Democrats defended Sanctuary Cities, arguing that trust between local law enforcement and the community erodes when the police comply with Immigration and Customs Enforcement (ICE).

    In his opening statement, Subcommittee Chairman Rep. Tom McClintock (R-Calif.) argued that the strong measures were necessary after Democrats deliberately trafficked over eight million unvetted illegal aliens into the country, “including some of the most dangerous, vicious criminals and cartel members in the world.”

    “Congress must enact stronger laws that will prevent a future Joe Biden from ever again placing our families at risk, and that will stop today’s Democratic politicians from impeding the enforcement of our immigration and public safety laws,” said McClintock stated.

  • The usual talking heads said that Trump was going to trigger higher inflation (higher, that is, than the Biden inflation they’d been taking such pains to hide). Reality: Not so much. “CPI Shows 12 Month Inflation Rate at 2.4%; Lowest Core in 4 Years.”
  • ICE deport criminal illegal alien for the 40th time. “Julian Estrada-Garcia, 36, has four convictions for illegal entry and convictions for driving while intoxicated, possession of illicit narcotics, and fraud.” Just the sort of people Democrats are working so hard to keep us from deporting…
  • SAVE voter integrity act passes the House.

    The U.S. House of Representatives has passed Rep. Chip Roy’s (R-TX-21) Safeguard American Voter Eligibility (SAVE) Act, which would require proof of American citizenship to register to vote in federal elections.

    The SAVE Act would require states to verify U.S. citizenship and identity through documentary proof in-person when an individual registers to vote in federal elections, regardless of the registration method. Additionally, it requires states to remove “non-citizens” from voter rolls.

    “The American people have spoken very clearly that they believe only American citizens should vote in American elections. There’s nothing controversial about that,” Roy said on the floor before the vote.

    “This legislation is designed to restore that faith, to save our elections, to save election integrity,” he added.

    The U.S. House passed the SAVE Act 220 to 208, with four Democratic members voting in favor of the legislation — one of them being Rep. Henry Cuellar (D-TX-28). No Republicans voted against the bill.

    A Gallup poll from October 2024 found that 84 percent of respondents are in favor of requiring voters to provide photo identification at voting locations, and 83 percent favor requiring proof of citizenship to register to vote.

    What do you know, another 80/20 issue Democrats are on the wrong side of. Of course, they’re lying about the SAVE Act, so if you see misinformation about it on facebook, ask them where in the ext of the bill itself do they see the nonsense they’re peddling.

  • “Trump Announces 90-Day Pause on Reciprocal Tariffs for Negotiating Countries, Hits China with 125 Percent Rate.”

    President Donald Trump announced Wednesday that he is implementing a 90-day pause on retaliatory tariffs for countries that have come to the negotiating table, while raising tariffs on China to 125 percent following Beijing’s latest retaliatory levies.

    Trump stated on Truth Social that he is lowering the retaliatory tariffs he unveiled earlier this week for the “worst offenders” to the baseline rate of 10 percent after more than 75 nations expressed a willingness to negotiate new trade deals with the U.S. He vowed not to raise rates on those countries for 90 days while negotiations proceed.

    “Based on the lack of respect that China has shown to the World’s Markets, I am hereby raising the Tariff charged to China by the United States of America to 125%, effective immediately,” Trump posted.

    “Conversely, and based on the fact that more than 75 Countries have called Representatives of the United States, including the Departments of Commerce, Treasury, and the USTR, to negotiate a solution to the subjects being discussed relative to Trade, Trade Barriers, Tariffs, Currency Manipulation, and Non Monetary Tariffs, and that these Countries have not, at my strong suggestion, retaliated in any way, shape, or form against the United States, I have authorized a 90 day PAUSE, and a substantially lowered Reciprocal Tariff during this period, of 10%, also effective immediately,” Trump added.

    Stocks immediately surged upon Trump’s announcement with each of the three major indexes jumping by over 7 percent. The Dow Jones and S&P 500 saw their biggest gains in five years, and the tech-oriented Nasdaq jumped over 10 percent. Wall Street had been reeling since last week when Trump announced a dramatic global tariff package consisting of a 10 percent minimum tariff and much higher tariff rates for many countries worldwide.

    Golly, It’s almost like Trump knew what he was doing and planned something like this all along, integrating both carrot and stick in his negotiating strategy. And it’s almost like China is on the outside looking in as Trump wins lower rates for American goods, accomplishing the decoupling of America from China and more firmly cementing other nations in America’s sphere of influence rather than China’s.

    A whole lot of promising return for one week of work…

  • Along those lines, the White House says more than 15 countries have made trade deal offers.
  • Trump Has Xi and China Over a Tariff Cliff—Right Where He Wants Them.”

    This week, President Trump instituted a 90-day pause on reciprocal tariffs for the nations that are clearly interested in coming to the negotiating table to make deals more fair to the United States. The reality is brutally simple: America holds all the cards.

    “What’s the largest consumer market on Earth? The United States,” Kevin O’Leary noted this week. “Almost 40% of all goods consumed worldwide. What’s the largest GDP? 25 or 26% of the world? The United States of America. China needs the United States.”

    Even our top competitor in the global market, China, needs us more than we need them.

    During a recent appearance on “The Ingraham Angle,” investor Chamath Palihapitiya laid out a stark picture of China’s economic fragility, arguing that the ongoing tariff standoff gives the United States far more leverage than Beijing wants to admit.

    “Even the Chinese economists are admitting that the tariffs are gonna hurt China a lot more than the United States,” Ingraham said, pointing to growing concern within China itself. She quoted one Chinese economist who conceded, “The impact on China is mainly that Chinese products have nowhere to go. These companies will be hit very hard.”

    Palihapitiya agreed, saying Americans routinely underestimate just how dire China’s economic outlook has become. “Together, America and China represent almost half of world GDP,” he explained, “but underneath the covers, what we keep forgetting time and again is America is the market that matters.”

    He pointed to a series of structural problems dragging China down, including its rapidly aging population, tightening restrictions on foreign investment, and unreliable intellectual property protections. “Foreign investment in China has fallen off of a cliff,” Palihapitiya noted, painting a picture of a nation increasingly isolated and economically vulnerable.

    This tariff cliff is precisely what America needs to force real change.

    China’s economic trajectory, he warned, is far from sustainable. “They have a very difficult economic forecast if they shrink,” he said. “When you look at the China case, they’re in a worse position than we are, which is why they have to sort of come to the negotiating table now and figure out some reasonable thing.”

    Palihapitiya added that President Trump understands this imbalance well. “I think this is what President Trump was alluding to when he said, ‘They want to come to the table, and they don’t quite know how.’”

    With China’s economy teetering on the brink, the United States is in a far stronger position than most so-called experts ever imagined—and President Trump is wasting no time seizing the advantage.

    (Hat tip: Stephen Green at Instapundit.)

  • “The Middle Eastern Children’s Alliance (MECA), a California nonprofit that designs K–12 curriculum material, has fiscal and personnel ties to U.S.-designated foreign terrorist organizations, according to a new report by the Network Contagion Research Institute (NCRI).

    “Our investigation of MECA has yielded evidence suggesting it holds fiscal and personnel ties to US designated foreign terrorist organizations, chiefly the Popular Front for the Liberation of Palestine (PFLP), alongside a host of extremist anti-government actors based in the United States,” reads the report by the NCRI, released on Monday.

    MECA states on its website that it has sent more than $31 million in aid to children in “Palestine,” Iraq, and Lebanon since 1988. The nonprofit further purports to provide financial and professional assistance to community organizations in the West Bank and Gaza, fund university scholarships for Palestinians, and develop educational programs about the Middle East. MECA states that its “founding advisors” include Noam Chomsky, Angela Davis, Edward Said, and Maxine Waters.

    The supposedly humanitarian organization has expressed its support for violence against Israel. The day after October 7, MECA declared its support on social media for the attack: “We are witnessing the people of Gaza rising up to respond to decades of Israeli settler colonial violence. The US [government] bears responsibility for its political, economic & military support of this brutal apartheid regime. Join us to stand in solidarity with Palestine.”

    The NCRI report identifies deeper relationships between MECA and the Popular Front for the Liberation of Palestine (PFLP), which has been a designated foreign terrorist organization since 1997 and participated in the October 7 attack on Israel.

    MECA’s current director of Gaza projects, Dr. Mona El-Farra, previously served as the deputy director of the Union of Health Work Committees, which was recognized as the “health organization” of the PFLP in a 1993 USAID report. In 2014, El-Farra was reportedly denied an exit visa by Israel for “security reasons.” El-Farra and Barbara Lubin, MECA’s founder and current executive director, have both met with Leila Khaled, who joined the PFLP when it was founded in 1967 and became the first woman to hijack a plane.

    A media advisory released by MECA in 2011 listed Leena Al-Arian as its communications coordinator. Al-Arian is the daughter of Sami Al-Arian, a Palestinian Islamic Jihad terrorist who was sentenced to 57 months in prison for “conspiring to violate a federal law that prohibits making or receiving contributions of funds, goods or services to, or for the benefit of the Palestinian Islamic Jihad (PIJ).”

    I think it’s far safer to assume that every middle eastern or Islamic charity raising money for “the children” is actually buying weapons for terrorists or lining the pockets of jihadis. But I’m cynical that way…

  • “Journalist Matt Taibbi is suing Rep. Sydney Kamlager-Dove for libel, after the California Democrat claimed during her opening remarks in a House Foreign Affairs Subcommittee hearing on Tuesday that he’s a ‘serial sexual harasser.'” Juding from that picture, I can only assume that Kamlager-Dove has never been on the receiving end of sexual harassment…
  • Rep. Jasmine Crockett (D-ranged) evidently thinks that illegal aliens pick cotton. Eli Whitney died in vain. (Though it wasn’t until John Rust invented an improved picker that manual cotton picking finally died out after World War II.)
  • “Judge Rejects California’s Attempt To Block City’s Voter ID Law.” Score one for Huntington beach.
  • “Fairfax County School Board Member Embezzled Corporate Funds For Strip Clubs And Campaign, Lawsuit Says. Democrat Kyle McDaniel is the budget chair for the $4 billion Virginia school district.” You may remember Fairfax from such hits as “Fairfax, Virginia Schools May Expel Elementary Students For ‘Misgendering’ People” and “Let’s sue parents for publishing our misdeeds.”
  • Follow-up: “Collin County Residents Reject Planned Islamic ‘City‘. County Judge Chris Hill said he ‘cannot support’ the proposed EPIC City project.” (Previously.)
  • THIRD Huntsville ISD Teacher Arrested for Sex Crime in Three Weeks. Lauren Rudolph was a dyslexia teacher and cheer coach at Huntsville High School.” Looks like whoever has been vetting teachers there has a lot of ‘splaining to do…
  • Live in Chicago? Enjoy having police do nothing about gangs of thieves who target drivers with aggressive parking scams.
  • Remember those pro-Hamas UT students arrested a while back? Well, a number of foreign students at Texas and Texas A&M their student visas revoked.
  • Tim Walz gets a savage heckling from veterans at the Minnesota state capital. Say what you want about Hillary’s losing Veep pick Tim Kaine, but he wasn’t a weirdo who didn’t know when to get off the stage and slink back into relative obscurity.
  • The Nanny State’s war on children continues apace. “California bill could ban children as old as 16 from sitting in the front seat.”
  • Texas Supreme Court Justice Jeff Boyd Won’t Seek Third Term.”
  • Evidently made jealous by Amazon ruining J.R.R. Tolkien, Netflix decided to ruin C. S. Lewis. “Netflix offered Meryl Streep the role of Aslan in new ‘Chronicles of Narnia’ movie.”
  • A dozen Texas Dairy Queen locations have closed in the last week.” Including one in Pflugerville. Seems to be a dispute between corporate and the particular franchisee.
  • Gina Carano Wins Big Against Disney in Lawsuit Discovery Battle—Judge Orders Disney to Hand Over Actor Pay Records Within 20 Days.”
  • Good news, everyone! They finally arrested Speedy Gonzalez!
  • Hoovie makes a six figure error calculating the capital gains costs of trading in a Lamborghini Countach for a lease-to-buy Bugatti Veyron. Offered here as a public service for all my viewers leasing a Bugatti Veyron…
  • The MST3K cast reflects on the infamous Manos: The Hands of Fate.
  • Protesters Demand Government Waste.”
  • “Democrats Worried Trump May Not Have China’s Best Interests At Heart.”
  • “Financial Advisor Announces It’s Time To Panic, Urges Clients To Make Hasty, Emotional Decisions.”
  • “Dire Wolves Extinct Again After New Dr. Fauci Experiments.”
  • Teambuilding!

    (Hat tip: Ace of Spades HQ.)

  • I’m still between jobs. Feel free to hit the tip jar if you’re so inclined.





    Are Trump’s Tariffs Working?

    Monday, April 7th, 2025

    Are Trump’s tariffs working? Falling stock prices and gloom and doom MSM posts may suggest otherwise, but there’s a growing body of anecdotal evidence that suggests the tariff announcement already has a host of foreign nations eager to make a deal to eliminate tariffs.

    So right now, let’s say: Maybe

    First up, a whole lot of countries seem eager to strike trade deals with the Trump Administration. “More than 50 countries have reached out to the White House to negotiate on tariffs, Kevin Hassett, the White House’s national economic council director, said on Fox News on Monday.”

    The EU also says it wants to negotiate.

    The European Union has offered the United States an agreement on the reciprocal lifting of all tariffs on industrial goods, European Commission President Ursula von der Leyen announced on Monday, days before 20% tariffs on EU exports enter into force.

    “Europe is always ready for a good deal, so we keep it on the table,” von der Leyen told reporters in Brussels.

    The EU remains ready to negotiate a solution despite US President Donald Trump’s tariff decisions, she said, after an exchange with representatives from the steel and metals industries.

    The US imposed tariffs of up to 25% on imports of steel, aluminium and related derivative products from the EU and other trading partners in March.

    Note that agricultural products weren’t mentioned. I’m guessing that will be a sticking point for the Trump Administration.

    Then there’s Vietnam, which says it’s ready to eliminate all tariffs.

    Confirming that Trump’s “dealmaking” was about to shine, on Friday Trump posted on his Truth Social account, announced that he had a “very productive” call with the head of the Vietnamese communist party, adding that if Vietnam wants to cut their tariffs to “ZERO”, all they have to do is “make an agreement with the U.S.”…

    Fast forward just one day, and we have an example of the first official capitulation by a trading counterparty as Bloomberg reports that Vietnam has offered to remove all tariffs on US imports after Donald Trump announced a 46% levy on the Southeast Asian nation, according to an April 5 letter from Vietnam’s communist party.

    The offer was made by party chief To Lam to the US president in a letter that was seen by Bloomberg. In the letter, Lam requested that the US not apply any additional tariffs or fees on Vietnamese goods and asked to postpone the implementation of the tariff announced by Trump last week by at least 45 days after April 9.

    The letter confirms comments made by Trump on Friday on his Truth Social network, following a call between the two leaders. Vietnam, which has increasingly become a key manufacturing and export alternative to China, was slapped with one of the highest tariff rates worldwide last Wednesday.

    Expect all the companies profiled as the biggest casualties from the Vietnam tariffs to soar, as the market realizes that for all the posturing, Trump’s tariffs were just that: a negotiating chip to minimize trade barriers against the US, which as Vietnam so aptly demonstrated, are now well on their way out.

    Also coming to the table: Taiwan.

    In addition to the news about Vietnam bending the knee, The Epoch Times’ Jacob Burg reports that Taiwan’s President Lai Ching-te on April 6 said his nation would offer zero tariffs and no retaliation as the start of negotiations with the United States while vowing to remove trade barriers.

    Lai said Taiwanese companies will also increase their investments in the United States. The comments were made in response to sweeping import tariffs announced by President Donald Trump on April 2. Taiwan has a trade surplus with America and will see a 32 percent tariff on its imports into the United States.

    The new tariffs do not, however, affect semiconductors, one of Taiwan’s largest exports.

    So it looks like the majority of my instant analysis of Trump’s tariff’s effects on the semiconductor industry was wrong.

    It’s less than a week since Trump’s announcement, and a whole lot of countries seem extremely eager to make a deal and remove tariffs on American goods. Trump has long been hailed as a master negotiator, and one of his main tactics to to directly threaten one of the most precious things the other side has in order to bring them to the table to make a deal.

    As far as retaliatory tariffs from other countries, there’s a lot of muttering, but evidently only China has threatened an immediate 34% tariff, and Trump is threatening another 50% tariff on China on top of the previous ones as a retaliation to the retaliation. Honestly, I don’t think Trump much cares whether China signs up to eliminate tariffs. China was already cheating so many ways on trade, and is obviously America’s greatest strategic rival, that Trump probably wouldn’t mind completely decoupling red China from the American trade system.

    A feature, not a bug.

    There are enough facets to that last point that it may be worth a separate post…

    LinkSwarm For April 4, 2025

    Friday, April 4th, 2025

    Leftwing crooks attempt to cover their tracks, employment numbers are up, Trump’s tariffs already bring some quick action, Eric Three Phones beats the wrap, the criminal leftwing racketeers lined up against Telsa, and Tren de Aragua scumbags show up well the hell out in the countryside.

    It’s the Friday LinkSwarm!

  • A follow-up to an item in last week’s LinkSwarm: “Musk: U.S. Institute of Peace Attempted to Delete One Terabyte of Financial Data to ‘Cover Their Crimes.'”

    U.S. Institute of Peace (USIP) officials attempted to delete one terabyte of financial data to “cover their crimes,” Department of Government Efficiency (DOGE) Chief Elon Musk alleged Monday.

    After President Donald Trump signed an executive order last month targeting USIP for reductions, DOGE visited the organization’s Washington headquarters, prompting a dramatic standoff.

    Prior to DOGE’s arrival, USIP employees reportedly barricaded themselves inside their offices and had to be physically removed by Metropolitan Police Department (MPD) officers. At some point, USIP employees allegedly attempted to scrub damning records, but, according to Musk, the DOGE engineers were able to recover the entire archive.

    “They deleted a terabyte of financial data to cover their crimes, but they don’t understand technology, so we recovered it,” Musk posted on X.

    The recovered data includes detailed financial transfers tied to individuals and groups in Afghanistan and Iraq.

    USIP was receiving “$55M in congressional (taxpayer) funds” every year, the DOGE X account posted, adding that “prior management would sweep excess funds into its private Endowment” which has no congressional oversight.

    “In the past 10 years, USIP has transferred ~$13M to its private Endowment, mainly used for private events and travel,” DOGE posted on X.

    USIP contracts cancelled by the Trump administration, according to DOGE, include:

    – $132,000 to Mohammad Qasem Halimi, an ex-Taliban member who was Afghanistan’s former Chief of Protocol.
    – $2,232,500 to its outside Accountant, who attempted to delete over 1 terabyte of accounting data (now recovered) after new leadership entered the building
    – $1,307,061 to the Al Tadhamun Iraqi League for Youth
    – $675,000 for private aviation services

    Mohammad Qasim Halimi is the former Minister of Hajj and Religious Affairs in Afghanistan, according to the Doha forum. He is currently a member of the National Council of Ulema, the highest religious authority in Afghanistan. The National Council of Ulema is responsible for ensuring that all Afghan policies conform to Sharia law.

    The Al Tadhamun Iraqi League for Youth is a United Nations Democracy Fund (UNDEF) project that allegedly “works to strengthen youth participation in democratic processes” by “building a network of young activists to develop skills in leadership, negotiation and communication.”

    According to Foundation For Freedom Online (FFO) director Mike Benz, USIP had been “bribing Afghan Taliban warlords to keep the drugs flowing.”

    So graft, fraud, wire fraud, banking fraud, destruction of evidence, and supporting terrorism, all at the same time!

    No wonder they were trying to hide it…

  • US Payrolls Unexpectedly Soar To 228K, Above Highest Estimate.” Faster, please.
  • Trump’s tariffs are already bringing results. “Israel removes all remaining tariffs on US imports. Israel and the US signed a free trade agreement in 1985, and some 98% of goods are tax-free.”
  • Why Trump will win the tariff standoff.

    When Collins pressed him on whether such escalation could turn into a full-fledged trade war, [Treasury Secretary Scott] Bessent dismissed the idea. “Not a trade war. Depends on the country,” he said, before explaining that history favors the United States in such disputes.

    “Remember that the history of trade is, we are the deficit country. The deficit country has an advantage,” he explained. “[The others] are the surplus countries. The surplus countries traditionally always lose any kind of a trade escalation.”

    His message to foreign governments was clear: Acting hastily would be a mistake. “As a student of economic history or a professor of economic history, I’d advise against it,” he said. When Collins sought further clarification, he reinforced the point: “I would say that doing anything rash would be unwise.”

    Bessent’s remarks leave no doubt that Trump’s trade policies are rooted in historical precedent and strategic calculation. While globalists may panic, the Trump administration remains confident that America is in a stronger position than its trade partners. And history is on our side.

    Bessent’s message is clear: Trump knows exactly what he’s doing.

    Let’s hope so.

  • GM and Volvo announce that they’re already moving more production to the U.S.
  • One description of what Trump’s tariff strategy hopes to achieve.

    We absolutely want a strong economic and security alliance. It’s not going to be the whole world because China is going to have its own sphere as well, but what we wanna have within our sphere is a few things in the past the United States didn’t exactly ask for.

    We’re going to want balanced trade, where in the past we were happy to let the manufacturing go elsewhere. We’re going to want others to essentially own their own defense burdens … everybody take primary responsibility for their own defense.

    Snip.

    It’s not that Trump doesn’t want free trade, it’s that free trade doesn’t exist right now for the American people. It only exists in the starry-eyed fever dreams of Reaganite commentators who think that’s how the world actually works.

    “Reaganite” is the wrong word here, since Reagan’s trade strategy was specifically geared to help win the Cold War, which it did. Nor was Reagan a zero tariff fundamentalist, as shown by his policies on automobiles and steel. Zero tariff fundamentalism is more of a libertarian policy, where it was postulated to be beneficial even if the other side (like China) didn’t remove tariffs on their end. Trump obviously operates under different imperatives, and employs (as I’ve noted before) tit-for-tat game theory strategy.

    And if we’re talking about the Democratic Party’s theoretical conversion to post-Cold War free trade starting with Bill Clinton, then the proper term is probably neoliberalism, a word that bears a whole lot of additional baggage.

    Exports made by Americans are taxed by other countries while we let them import their cheap products for essentially free, giving Americans price cuts but making it impossible for American companies to compete unless they outsource production elsewhere. That is exactly what has happened over the last few decades and it has destroyed countless American towns.

    Trump’s whole schtick is to impose economic tit-for-tat in the hopes that other countries will drop their tariffs on U.S. goods. In that case, we actually get closer to free trade. It also allows us to invest in American manufacturing because we cannot rely on rising superpowers like China for all our industrial needs.

    Whether or not that strategy works is up for debate.

  • “Sen. Mike Lee Introduces Legislation to Ditch the TSA: ‘Too Much Groping, Too Little Benefit.'”

    The proposed measure would officially abolish the TSA three years after it is enacted into law and also would require the Departments of Homeland Security and Transportation to create and submit a reorganization plan to Congress.

    Tuberville echoed the frustrations expressed by Lee, calling the TSA “a bloated agency—riddled with waste, fraud, and abuse of taxpayer dollars—that has led to unnecessary delays, invasive pat downs and bag checks, and frustration for travelers.”

  • Inside the leftwing NGO network pushing Tesla Takedown.

    As we first pointed out on Sunday morning, former Wall Street Journal journalist Asra Nomani unveiled one of the most comprehensive reports on the NGO network behind at least one Tesla Takedown protest.

    Nomani’s investigative report, which focused on 24 groups, revealed that these protests were far from organic and likely fueled by rent-a-protesters.

    Snip.

    In an article for the @FairfaxTimes, I wrote about how the local protests in Tysons, are a window into how the protests are AstroTurf, not “grassroots.” What this case reveals is the way that a multi-million dollar professional protest industry manufactures outrage in top-down political theater, agitprop, or agitation propaganda, and now criminal offenses.

    From a spreadsheet linked in that article, here are the NGOs behind the attacks:

    • 50501
    • ActionNetwork
    • Action Network Fund
    • ActUp New York Inc., ACT UP New York, the “AIDS Coalition To Unleash Power”
    • Climate Defenders
    • Climate Defenders Action Fund
    • Arizona – Coconino County Democratic Party
    • California – Aliso Niguel Democratic Club
    • California – California Democratic Party
    • California – Democratic Club Of Carlsbad
    • Florida – Broward County Democratic Party
    • Florida – Democratic Progressive Caucus of Palm Beach County Inc.
    • Florida – Osceola Young Dems
    • Florida – Rainbow Democrats of Central Florida
    • Illinois – Democratic Party of DuPage County
    • North Carolina – Durham County Democrats
    • Ohio – Eastside Cuyahoga Democratic Clubs
    • Texas – Harris County Democratic Party, Cypress-Tomball Democrats
    • Democratic Socialists of America
    • Disruption Project
    • Housing Works Inc., providing “assistance & expertise to homeless persons living with AIDS or HIV-related illnesses”
    • Indivisible Action
    • Indivisible Project
    • Mobilize.us, run by MobilizeAmerica Inc. – owned by EveryAction, the parent company of NGP VAN
    • MoveOnorg Civic Action
    • Not Above the Law Coalition — Coalition members as of 6/9/2023: American Oversight; Center for American Progress Action Fund; Citizens for Responsibility and Ethics in Washington (CREW); Common Cause; Congressional Integrity Project; Constitutional Accountability Center; The Criminalization of Poverty Project at the Institute for Policy Studies; Daily Kos; Defend Democracy Action Project; Defend the Vote Action Fund; DemCast USA; End Citizens United/Let America Vote; Fix Democracy First; Free Speech For People; Greenpeace USA; Indivisible; J Street; League of Conservation Voters; MoveOn; NextGen America; Our Revolution; People For the American Way; People Power United; Public Citizen; Public Wise; Secure Elections Network; Sierra Club; Stand Up America; Wisconsin Democracy Campaign; and The Workers Circle. SOURCE: press release
    • Planet Over Profit
    • Public Citizen Foundation
    • Public Citizen Inc.
    • Rise and Resist Inc.
    • Stand Up America Inc., established to “mobilize progressive Americans”
    • Swing Left, dedicated to “help Democrats win”
    • Tax Reformers LLC, running “TaxElon.us” (“an offshoot of TeslaTakedown.com”)
    • Third Act Initiative Inc.
    • Troublemakers
    • Voices Ignited
  • One of the bigwigs in the “Tesla Takedown” movement is none other than Disniformation Queen Nina Jankowicz.

    On Tuesday morning, former Biden administration “disinformation czar” Nina Jankowicz repeatedly refused to disclose who’s funding her new gig – the ‘American Sunlight Project’ – which cropped up after a stint at the USAID-funded UK-based Centre for Information Resilience (CIR) – for which she registered as a foreign agent while serving as their Vice President.

    To review – Jankowicz, who previously served as a disinformation fellow at the Wilson Center, advised the Ukrainian Foreign Ministry as part of the Fulbright-Clinton Public Policy Fellowship, and was then selected to head the Biden DHS’s newly formed Disinformation Governance Board – which was quickly dismantled amid criticism over censorship under the guise of fighting disinformation.

    Four months later, she launched “The Hypatia Project” for CIR – where she was the Vice President until April 2024, at which point she co-founded the American Sunlight Project.

    Fast forward to this morning, Jankowicz was evasive when asked by Republicans during a congressional hearing on disinformation about her funding…

    As it turns out, Jankowicz’s co-founder at the American Sunlight Project is Carlos Alvarez-Aranyos, a “communications professional” who worked for the Biden DoD, and is “one of the people who launched the call for a boycott of Tesla.”

    Alvarez-Aranyos comes from a wealthy and prominent family in the Dominican Republic. His father, Luis Álvarez Renta, is a well-known Dominican financier. Carlos is a nephew of the renowned fashion designer Oscar de la Renta.

  • A mixed bag in April 1st elections. Republicans easily retained two congressional seats in Florida and won a voter ID ballot proposition in Wisconsin, but lost a Wisconsin Supreme Court race that Elon Musk and others had poured a lot of money into.
  • Democrats are suing Trump over limiting voting to U.S. citizens.

    In a lawsuit against the Trump administration filed in Washington, D.C. federal court, the Democratic National Committee said Trump exceeded his authority in the March 25 order by requiring voters to prove they are U.S. citizens, preventing states from counting mail-in ballots received after Election Day, and threatening to take federal funding away from states that do not comply.

    Snip.

    ‘The Executive Order seeks to impose radical changes on how Americans register to vote, cast a ballot, and participate in our democracy — all of which threaten to disenfranchise lawful voters and none of which is legal,’ according to the lawsuit, which was filed by longtime Democratic election lawyer Marc Elias and other lawyers at his firm.

    U.S. Senator Chuck Schumer and U.S. Representative Hakeem Jeffries, the leaders of the Democratic minorities in the U.S. Senate and House of Representatives, respectively, are also plaintiffs in the case.

  • Democrats are still all in on transing your kids. “New Colorado bill would penalize ‘misgendering’ in public places, use it as justification to take your kids away.”
  • “Migrant influencer” who bragged about squatting in Americans’ homes is deported. “Leonel Moreno, who encouraged illegal migrants to ‘invade abandoned houses’ in sick TikToks, was sent back to the narco state [Venezuela] this week, after President Trump resumed deportation flights to the country.”
  • The economic policy of the Democratic Party is grifterism.

    Like the Politburo of the former Soviet Union, the words of Democrats often bear little resemblance to the actions their words embody. “Equity” is an excellent example, as when Democrats say “equity,” they really mean highly inequitable policy solutions. Sometimes, however, Democrats deliberately fail to coherently describe the meaning of their actions, and then it becomes even harder to ascertain meaning. Such is the case with the basic economic policies of Democrats. Many on the right like to say that Democrats support socialism, but that’s not wholly true given how many capitalist components exist inside Democrat economic policies. Similarly, it is inaccurate to describe Democrat economics as being purely capitalistic because wealth redistribution is one of their core competencies. Some say that the Democrats enjoy government control of capitalist entities, rendering their economic persuasion fascist in nature. Yet, even that is inaccurate, given that fascist states view their economies as a source of nationalistic pride and strength, while Democrats tend to abhor nationalistic pride in the United States.

    It’s not socialism. It’s not capitalism. It’s not fascism. What, then, is the overarching label that explains the economic policies and priorities of Democrats and their leadership?

    It’s Grifterism. (I did not invent that word, or at least that’s what Google tells me. However, I believe I am the first author to ever use that term to describe a formal system of national economic governance, so I’m going to run with it.)

    Grifterism is, as the name suggests, a system run by and for the benefit of grifters. Webster defines the verb “grift” as “to acquire money or property illicitly.” Grifters have always been a part of human society, but it took the 21st-century Democratic Party to turn the idea into a comprehensive economic system. The best way to understand this system is to analyze the four classes of citizens upon which Grifterism relies, and into which all American citizens are divided one way or another: Billionaires, Productives, Dependents and, of course, Grifters.

    Snip.

    4. The Grifters: Well, we’re finally here. By now, you probably have a pretty good idea of what the Grifters are up to, but let’s be clear that this class consists of more than just government workers. The Grifter class includes all of the intelligentsia: the university professors, the traditional journalists, the lobbyists, the Hollywood elite, the “BigLaw” attorneys, and, most of all, the NGO crowd. Further, not every government worker is a Grifter—the military, the police, the justice system, and many other government offices that provide what economists call “Public Goods” all house highly necessary government employees. (Those employees are not Grifters—they are Productives, but unfortunately, the overwhelming majority of government workers are in fact Grifters.)

    But let’s get back to the NGOs (a term I use in this article interchangeably with non-profit entities), as they reveal the true level of perfidy perpetuated by the Grifters. If you have been paying attention for the last two months, you are probably aware that DOGE and brilliantly relentless and patriotic volunteer data analysts like Data Republican have uncovered the widespread prevalence of U.S. federal agencies taking your tax dollars and using them to fund dubious efforts by various NGOs. This wicked grift cycle goes like this: (1) Taxpayers pay taxes required because Grifters establish programs that require funding; (2) Congress approves such funding in the vaguest possible terms of intent and appropriates those funds to a federal agency run by Grifters; (3) the Grifters in that agency interpret Congress’ intent in the broadest manner possible and provide funds to NGOs that employ other Grifters with six-figure salaries; and (4) that NGO then engages in some sort of woke cause such as training transgender farmers—a cause very few taxpaying voters would vote for if they only knew about it.

    The cycle of grifting prospers beyond just NGOs: the universities receive taxpayer funding to indoctrinate our youth; the lobbyists curry favor with the Grifters to improve their business opportunities; the journalists cycle in and out of government, spreading the Grifter ethos as truth; Hollywood pays homage to it all, infecting American brains with woke ideas that Grifterism is noble; the BigLaw attorneys become rich navigating the vast regulatory schemes that are the lifeblood of Grifterism, and the members of the Grifter class constantly cycle in and out of the various organizations that benefit most from their economic parasitism.

    The Grifters are the only class of Grifterism that fully benefits from the corrupt system; in fact, the system exists by, for, and because of the Grifters—almost all of whom are voting for Democrat candidates who themselves wallow in the pig trough of Grifterism. “But wait!” you may say, “Government workers are not Billionaires, they are not wealthy. How is that a grift?” Grifters in government generally enjoy wages in excess of the national median income; they are entitled to retirement plans largely unheard of in the private sector; they have healthcare and other benefits that far exceed those of equivalent private workers; and, most of all, they enjoy job security that is unmatched by any other sector of American society. Most Grifters are unfirable—they have life tenure. Finally, they have the power to pull the strings of the entire Grifter class for their own benefit—back-scratching and beak-wetting are their secret ways of communication.

    It’s good to be a Grifter.

  • The Democratic Party remains stuck on stupid.

    The Democrats are obviously struggling with coming to terms with the rejection they faced last November. They’re always bad at introspection and taking responsibility for anything, but this is like nothing I’ve seen in all of my years in politics. It’s gotten to the point where I have to read at least one or two of the 2024 post mortems in the mainstream media every day to get my fix. Yeah, it’s a blast watching them not get it. The real joy for me, however, is seeing the myriad ways that they are finding to not come to the proper conclusions about why they lost.

    They’ve been so reluctant to face their Pandora’s boxful of problems that they didn’t even start making attempts until just before the second Trump term was underway. In days of yore, the Democratic National Committee would have called an all-hands-on-deck meeting for around 6 AM on the morning after the election to begin plotting how to win the next one. Not only that, the Dems would have some plans in their back pockets and some viable candidates for the future on their bench. That Democratic Party and political machine no longer exist.

    The reason for that is one that they will probably never admit to themselves. The decimation of its candidate bench and the party’s long-term planning ability can be laid squarely at the feet of the man who they worship above all others: His High Holiness the Lightbringer Barack Obama.

    Democrats had long been invested in identity politics but went all-in to the exclusion of anything else after Barack Obama won in 2008. As my friend Stephen Green mentioned a few times last year, the Dems sold an idea in 2008 rather than a candidate with a record. Of course, that was because Obama had no record to speak of at the time.

    They got kinda hooked on that.

    The party higher-ups and their media mouthpieces spent the next eight years hero worshiping and not attending to the mundane nuts and bolts of keeping a successful political machine running. While they were “oohing and aahing” over the emperor’s new clothes, the emperor was sucking the life out of the party’s future. Who needed a bench when all they had to do was anoint a candidate who checked off a “historic first” diversity box on his or her résumé?

    They were so invested in the diversity route that the DNC gamed the 2016 primary to make it nigh on impossible for anyone to beat Hillary Clinton — the candidate they’d unceremoniously thrown on the trash heap eight years earlier in favor of Obama because he checked off a higher-priority diversity box.

    None of the Democratic Party rules applied in 2020. The Dems went with Joe Biden because he was essentially an emotional support stuffed toy who made them feel better because he had a connection to Obama. Biden immediately got them back in the identity politics game by promising to pick a Black female running mate.

    We know the rest of this story.

    The real problem for the Democrats in 2024 wasn’t Joe Biden’s late exit or Kamala Harris’s short campaign — no combination of circumstances was going to enable either of them to beat Donald Trump. The Dems’ real problem is what the party is now about. Things like biological males competing in girls sports and hanging around in their locker rooms. Things like drag queen story hours in first-grade classrooms. Things like “Free Palestine” lunatics attacking synagogues.

    Things that they really haven’t backed off of after getting shellacked last year.

    So more social justice victimhood identity politics and more Orange Man Bad. That, abortion and gun control are pretty much all they have… (Hat tip: Stephen Green at Instapundit.)

  • Bruen on the march: “Justice Dept. Investigates L.A. Sheriff Over Concealed Carry Permit Delays.”

    The Justice Department said it was investigating whether the Los Angeles County Sheriff’s Department had violated the Second Amendment rights of residents through what it said was a pattern of long delays in issuing concealed carry permits.

    The department said the investigation, announced in a news release on Thursday, was part of a larger push to protect gun rights across the United States. It added that it could open similar investigations in “any other states or localities that insist on unduly burdening, or effectively denying, the Second Amendment rights of their ordinary, law-abiding citizens.”

    The Supreme Court has upheld Second Amendment rights in recent years, but, the Justice Department wrote in the announcement, some states “have resisted this recent pro-Second Amendment case law.”

    The department called California “a particularly egregious offender,” saying it had passed laws restricting the right to bear arms. It said some areas of California had also imposed excessive fees and lengthy wait times on concealed carry permits.

    The investigation follows a lawsuit filed in federal court in 2023 by gun rights advocates who claimed it had taken more than a year to obtain a concealed carry permit from the Los Angeles County Sheriff. Last year, a federal judge agreed that the Second Amendment rights of two individuals in the lawsuit had most likely been violated when the county made them wait 18 months before they received a decision on their permits. The Justice Department said it believed others had also experienced long delays in obtaining permits in the county.

    The Sheriff’s Department wrote in a statement that it respected the Second Amendment and that it was committed to processing all concealed carry permits, but it added that it was facing a “staffing crisis” and had a backlog of cases. It said it had around 4,000 applications to process, with only 14 people to review them.

    Last month, President Trump directed Attorney General Pam Bondi to assess “any ongoing infringements” on Second Amendment rights in federal agencies across the country.

    “The Second Amendment is not a second-class right,” Ms. Bondi wrote in the news release announcing the investigation in Los Angeles, “and under my watch, the department will actively enforce the Second Amendment just like it actively enforces other fundamental constitutional rights.”

  • A victory in the war against lower court judicial overreach. “Supreme Court Shuts Down Activist Judge, Lets Trump Cut $250 Million In DEI Training For Teachers.”

    The Supreme Court on Friday overruled an activist judge in Boston, allowing the Trump administration to slash $250 million for more than 100 teacher training grants for DEI and other woke programs.

    In a 5-4 decision nine days after the request, the Supremes sided with the Trump administration’s emergency request to stay the court order by judge Myong J. Joun of the federal District of Massachusetts – who had ordered the Trump administration to “immediately restore” the “pre-existing status quo prior to the termination.”

    According to the ruling – which is likely to narrow the ability of district courts to halt agency actions involving grant function, Joun lacked authority to order the Trump admin to restore the funding.

  • The Supreme Court giveth, and the Supreme Court taketh away.

    The Supreme Court upheld the Biden administration’s regulations on “ghost guns” Wednesday, finding that guns assembled using at-home kits are subject to the same rules as traditional firearms, including requirements that they carry a serial number and that purchasers undergo a federal background check before buying them.

    The justices ruled 7-2 in Garland v. VanDerStok to preserve rules imposed by the Bureau of Alcohol, Tobacco, and Firearms in 2022 to combat what the government called an explosion of “ghost gun” usage in criminal activity. Justices Clarence Thomas and Samuel Alito dissented.

    Second Amendment issues aside, the Supreme Court missed an opportunity to par back some post-Chevron regulatory overreach.

  • He’s outa there: “South Korean court removes president from office, says he violated duties. The Constitutional Court upheld the impeachment of President Yoon Suk Yeol over his martial law gambit. South Korea will elect a new president within 60 days.”
  • Dwight is usually the one covering the Eric “Three Phones” Adams corruption case, but since he’s traveling, I’ve got to step up and note that the case was dismissed.

    A Manhattan judge on Wednesday dismissed the federal corruption charges levied against New York City Mayor Eric Adams last fall, partially granting the Trump-era Department of Justice’s request to drop the case.

    U.S. District Judge Dale Ho, who presided over the Democratic mayor’s case in the Southern District of New York, permanently dismissed the charges in a highly anticipated decision.

    In February, the DOJ ordered federal prosecutors to stop pursuing the case and subsequently asked the judge to dismiss the case without prejudice. That would have allowed prosecutors to refile charges against Adams in the future if the DOJ wanted to do so.

    Ho dismissed the indictment with prejudice, meaning the prosecution cannot be revived based on the same evidence used in the original case.

    The DOJ’s move, spearheaded by former acting Deputy Attorney General Emil Bove, sparked accusations that the Trump administration and Adams were engaged in a “quid pro quo” agreement, in which the mayor’s charges would have been dropped as a way of ensuring his cooperation with enforcing the White House’s immigration agenda. Adams denied the allegations of a quid pro quo.

    In his order, Ho wrote that dismissing the case without prejudice “would create the unavoidable perception that the Mayor’s freedom depends on his ability to carry out the immigration enforcement priorities of the administration, and that he might be more beholden to the demands of the federal government than to the wishes of his own constituents.”

    The Biden-appointed judge described that perception as “inevitable” and concluded that “it counsels in favor of dismissal with prejudice.”

    Adams requested a dismissal with prejudice, to which the DOJ did not object.

    In September, Adams was indicted on five counts of corruption related to his alleged acceptance of benefits, such as free luxury travel from Turkish officials, in exchange for pressuring city inspectors to open a new Turkish consulate building in Manhattan without a proper fire inspection. Adams pleaded not guilty.

    The New York City mayor has suggested his indictment was politically motivated because of his criticisms of the Biden administration’s lax immigration policies.

    Given that Adams was a Democratic mayor of New York City, my working assumption is that he’s dirty as sin in general, but not necessarily for this particular case. And it’s entirely possibly that the Biden Administration did indict him for daring to question open borders. Also, even if guilty, dismissing his charges might be justified in the same way that a mobster who turns state evidence gets their charges dismissed. (Honestly, three different iPhones seems like overkill. One iPhone and two burner phones for different dirty deals seems sufficient, unless you’ve got so much dirty going down that you need to use the Stringer Bell SIM card swap to keep all the balls in the air. On the other hand, were the FBI to raid my house for some reason, they too might seize three iPhones: One working, and two old, mostly broken models…)

  • But wait! Adams says that, while he’s still a Democrat, he’s running for re-election as an Independent. Maybe he figures (correctly) that his heretical questioning of The Message means he has no chance to win a Democratic primary…
  • EuroElites are hoping that lawfare can succeed there even though it failed against Trump: “French Court Sentences Marine Le Pen to Jail, Bars Right-Wing Presidential Hopeful from Running in 2027.”

    A French court on Monday sentenced right-wing leader Marine Le Pen to jail and barred her from seeking public office again for five years, preventing her from running in France’s 2027 presidential election after she was found guilty of embezzlement.

    A member of the French Parliament, Le Pen and others were accused of misusing 4.4 million euros, or $4.8 million, in European Parliament funds to pay staff who were working for her National Rally party. In violation of European Union regulations, the alleged embezzlement occurred between 2004 and 2016. She was found guilty alongside eight members of Parliament and twelve assistants. The French right-wing leader has denied any wrongdoing.

    Le Pen faces a prison sentence of four years, with two of those years suspended; a $108,000 fine; and ineligibility to run for office for five years, effective immediately. She is expected to appeal the ruling.

    But even if she does appeal, the political ban will likely remain in place unless she is victorious. Meanwhile, her prison sentence will be suspended during the appeals process. The ban doesn’t affect her parliamentary position.

    There’s widespread belief that “embezzlement” charges like this would never be employed against politicians that hew the EU line.

  • “Trump Warns Iran That Without a Nuclear Deal, ‘There Will Be Bombs.‘”

    Earlier this month, President Trump wrote to Iran’s Ayatollah Ali Khamenei saying he wanted to negotiate an end to Iran’s nuclear weapons program, emphasizing “I would prefer to make a deal, because I’m not looking to hurt Iran. . . . I’m not sure that everybody agrees with me, but we can make a deal that would be just as good as if you won militarily.” This weekend, the Iranians rejected direct negotiations but left the door open to indirect negotiations. This is all occurring as a quarter of the U.S. Air Force’s B-2 bombers are at the joint U.S.-United Kingdom military base at Diego Garcia in the Indian Ocean. A U.S. military conflict with Iran feels increasingly plausible.

    Snip.

    Northrop B-2 Spirits are what the U.S. Air Force uses when it needs to drop very powerful bombs in a very stealthy manner. Among those very powerful bombs is the Massive Ordinance Penetrator (MOP) Bunker-Buster, a 30,000 pound bomb that is described as “the most powerful and deeply burrowing non-nuclear bunker buster on earth.” In fact, the B-2 is the only plane that can carry a MOP.

    The MOP is exactly the sort of weapon you would use if you wanted to hit Iran’s underground nuclear facilities. On March 25, Iranian state media “showed Iranian Armed Forces Chief of Staff General Mohammad Baqeri and Amir Ali Hajizadeh, the Islamic Revolutionary Guards Corps Aerospace Force commander, showing off what Iranian media said was an ‘underground missile city.’”

    (Howard Altman of The War Zone noted that from what viewers could see in the video, “The munitions are stored out in the open in long continuous tunnels and large caverns with no, or at least limited, blast doors or separated revetments. That could result in devastating consequences should the facility be breached in an attack. The lack of these protective measures could lead to an absolutely massive chain reaction of secondary explosions.”)

    As of May 2024, Iran has 42 declared facilities and at least 8 suspected facilities in its nuclear program.

  • Dozens of Suspected Tren de Aragua Gang Members Arrested Outside Austin.” The “outside” part is Dripping Springs, a town that used to be way the hell out in the country some 20 years ago but is now a exurb of Austin.

    Texas Department of Public Safety officers arrested over three dozen individuals—including suspected members of the Venezuelan gang Tren de Aragua—near Dripping Springs, a small town a half-hour west of Austin.

    Law enforcement also seized narcotics during the Tuesday raid and took nine minors into custody.

  • Followup: “New York Stock Exchange Texas Opens, Trump Media Group First Listing.”

    Texas continues to cement itself as a hub for capital investment with the opening of a new Lone Star State-based stock exchange on Monday.

    The New York Stock Exchange (NYSE) announced plans to establish its own exchange in Dallas back in February — which came on the heels of the Texas Stock Exchange being founded in June last year.

    “As the state with the largest number of NYSE listings, representing over $3.7 trillion in market value for our community, Texas is a market leader in fostering a pro-business atmosphere,” NYSE Group President Lynn Martin said in a press release at the time.

    Now, March 31 is opening day for the Texas-based New York Stock Exchange, which Martin said will “allow companies to capitalize on the pro-business dynamics in Texas.”

    The NYSE also announced that the first security to be listed on the Texas exchange will be the Trump Media & Technology Group (TMTG).

    TMTG describes itself as a “social media and technology focused company” where its goal is to “end Big Tech’s assault on free speech by opening up the Internet and giving people their voices back.” Its most well known product offering is the social media platform TruthSocial.

    Headquartered in Florida, the company debuted on the NYSE in March 2024 under the ticker “DJT” and skyrocketed to a market valuation of at least $8.4 billion on an undiluted share basis during its first day of business; it currently sits around $4.37 billion in market capitalization.

    “We’re honored to become the initial listing for NYSE Texas, which is a great fit for TMTG as we diversify into financial services and other realms,” said TMTG CEO and Chairman Devin Nunes.

    “Texas provides a fantastic climate for business and entrepreneurship that aligns with TMTG’s mission. This listing, alongside our plans to reincorporate in Florida, shows we’re part of a growing movement to take our business to states that value free enterprise and personal freedom.”

    (Previously.)

  • Important financial safety tip: A Fintech app is not a bank.
  • “State Rep. Harrison Calls for End to UT Gender Studies Dept. After Attending ‘Transgender Conference.’”

    After attending a “transgender conference” at the University of Texas at Austin, State Rep. Brian Harrison is demanding an end to the school’s Women’s, Gender and Sexuality Studies Department.

    Harrison (R-Midlothian) is calling for the university to be defunded unless it terminates the department, along with its diversity, equity, and inclusion programs.

    “The Texas government has failed Texans, by weaponizing their tax dollars against them, their values, and their children, and I won’t stand for it, especially in light of what I recently discovered on my undercover visit to the University of Texas campus yesterday as they were hosting a transgender conference,” Harrison stated.

    He warned that if the programs are not immediately dismantled, he will attempt to strip UT Austin of taxpayer funding in the upcoming state budget.

    On Tuesday, Harrison shared photos captured at the 32nd Annual Emerging Scholarship in Women’s and Gender Studies Graduate Student Conference.

    One featured a banner promoting an art exhibit called “TRANSCENDENCE: A Century of Black Queer Ecstasy.” The banner shows two black men standing in front of a cross.

    The event agenda for day one of the conference included a lecture titled “Keeping Time: Queer-Crip Temporal Attunement Through Tarot.”

    Pamphlets and flyers throughout the library advertised “Resources for Trans Folks,” which primarily focused on the use of cross-sex hormones or mutilating surgeries used to appear like the opposite sex.

    One flyer directed students to UT’s University Health Services for medical transition procedures and to the UT School of Law’s Gender Affirmation Project for legal name and gender changes.

    The flyer was created by The Queer and Trans Student Alliance, which is an agency of the UT student government.

    Sounds like a good center to defund.

  • Ryan George gets meta and takes a step back.
  • “Libs Spell Out ‘Coexist’ With Burning Teslas.”
  • “Lego Introduces ‘California Home’ Set Where Kids Fill Out Permit And Wait 2 Years For Approval.”
  • Manufacturer Recalls Faulty Shopping Carts With 4 Functioning Wheels.”
  • Might as well jump…

    (Hat tip: Ace of Spades HQ.)

  • I’m still between jobs. Feel free to hit the tip jar if you’re so inclined.





    Instant Analysis: Trump Tariff Effects On Semiconductors

    Wednesday, April 2nd, 2025

    President Trump announced his tariffs on countries, especially those that tariff goods from the United States.

    President Donald Trump on Wednesday imposed sweeping new tariffs on all imported goods and unveiled a detailed list of reciprocal duties targeting more than 60 countries, asserting that the move is necessary to combat trade imbalances and restore U.S. manufacturing.

    “This is Liberation Day,” Trump said during a Rose Garden ceremony, holding up a printed chart of countries and their new tariff rates. “For decades, our country has been looted, pillaged, raped and plundered by nations near and far, both friend and foe alike.”

    The tariffs, which he described as “reciprocal,” fulfill a key campaign pledge and are aimed at pressuring trade partners to lower their own barriers. The administration expects the new rates to remain in place until the U.S. narrows a $1.2 trillion trade imbalance recorded last year.

    But the extensive list of tariffs also threatens to upend the U.S. economy, as many — but not all — economists say they amount to taxes on American companies that will be passed down to consumers.

    Trump held up a chart while speaking at the White House, showing the United States would charge a 34 percent tax on imports from China, a 20 percent tax on imports from the European Union, 25 percent on South Korea, 24 percent on Japan and 32 percent on Taiwan.

    The centerpiece of the announcement is a 10 percent universal baseline tariff on all imports, effective immediately. For instance, Chinese imports are now subject to cascading tariffs of 10, 20 and 34 percent, for a total of 54 percent.

    In addition, Trump’s administration imposed country-specific reciprocal tariffs on nations it accuses of unfair trade practices — including India, Vietnam, and the European Union, in adding to China. The rates are calibrated at approximately half the rate those countries impose on U.S. goods.

    For example, China, which Trump said charges 67 percent in tariffs on U.S. goods when factoring in non-tariff barriers, will now face a 34 percent reciprocal tariff under the new system, in addition to the 10 percent baseline tariff and the 20 percent tariffs already in effect. Vietnam, assessed at 90 percent, will face a 46 percent tariff; India at 52 percent will now see 26 percent duties; and the EU, which imposes 39 percent, will be met with a 20 percent response, according to the White House chart.

    This is a “devil in the details” issue that has a lot of ramifications depending on how the directives are written. But several of those countries are big players in semiconductors, so here’s a quick and dirty look at winners and losers if those tariffs stay in place a significant amount of time.

    The main countries here, along with the reciprocal tariffs being applied to them:

  • Taiwan (32%)
  • South Korea (25%)
  • China (34%)
  • European Union (not a country, but they play one on TV) (20%)
  • Japan (24%)
  • Singapore (10%)
  • Israel (17%)
  • Save a few smaller, older fabs here and there, that’s pretty much 99% of semiconductor manufacturing, though Vietnam (46%) and the Philippines (17%) do a lot of semiconductor package assembly work, and the tariffs may apply to them, depending on wording.

    So let’s look at the business Losers and Winners in the space. (Note: You might find this post useful, as it defines some of the semiconductor industry terms used here.)

    Losers

  • TSMC: As the world’s biggest and most important chip foundry, the Taiwanese tariffs will hit TSMC hard. Their U.S. fab in Arizona isn’t ready for production yet, so all their chips will (theoretically) get hit with tariffs, assuming Trump doesn’t grant them a waiver because they’re already constructing a plant. But if they do go into effect, possibly even more heavily impacted will be:
  • TSMC customers, including Apple, Nvidia and AMD. All three get their very highest-end, cutting edge, sub-10nm chips fabbed there. For Apple, the M-series and A-series chips made there form the heart of all their Macs and iPhones. Likewise, Nvidia gets its highest end GPU/AI/etc. chips fabbed by TSMC. AMD’s most powerful CPU’s are also fabbed by TSMC, though some lower end chips are made elsewhere (like GlobalFoundries).
  • Tokyo Electron: Japan’s biggest semiconductor equipment manufacturer assembles pretty much all their equipment in their home country. 24% tariffs may make their equipment uneconomical compared to rivals Applied Materials and LAM Research.
  • South Korean DRAM manufacturers Samsung and SK Hynix: 25% tariffs will definitely impact sales in a market segment whose overall margins (robust in booms, and barely breaking even during busts) are thinner than others.
  • Every American electronics company that uses DRAM. Which is pretty much every American electronics company.
  • Every American AI boom company. Their data center costs are going up, while those of their foreign competitors are not.
  • Korean flat panel display manufacturers Samsung and LG Semicon, who between them control over 50% of the market.
  • Every American TV and monitor manufacturer, the vast majority of which have their devices manufactured overseas.
  • UMC: They’d fallen woefully behind TSMC for foundry work, and they won’t be winning much additional American business now.
  • Every company trying to build a sub-10nm fab in the U.S., as steppers from Netherlands-based ASML just got more expensive and the competition to obtain them might have increased.
  • Pretty much every fab in China just got more screwed…but they were pretty screwed (and trailing badly) before.
  • American fabless chip startups: Their costs for getting chips to market probably increased.
  • Winners

  • Applied Materials, LAM Research and KLA Tencor. Buying competing Tokyo Electron equipment just got more expensive, and a bunch of companies now have incentives to build fabs in America.
  • Intel: Assuming they’ve finally got their process technology sorted out (a big if), they’re well-positioned to take CPU market share from AMD and to grow their under-performing foundry business.
  • Micron (sort of): As the only American DRAM manufacturer, they can probably earn more per each chip produced domestically. But Micron has a lot of overseas fabs these days, and building new domestic DRAM fabs will take years.
  • GlobalFoundries: The costs of their global competitors just increased, so they can probably win more business for their domestic foundries…if they have the available wafer starts. But they have a lot of foreign fabs as well.
  • Samsung‘s US foundry business. Presumably the wafer starts for their Austin and Taylor fabs will see increased demand.
  • Maybe Texas Instruments, but I’m not sure how much mixed-signal and analog competition they have, and that’s their bread and butter.
  • Neutral

  • ASML: Being in the Netherlands and having TSMC as their biggest customer, you figure they’d be hurt, but no. You can’t get EUV steppers from anyone else, and I get the impression they’re building EUV steppers as fast as they possibly can already. Anyone building a cutting-edge fab will just have to pay more to get them.
  • Tower Semiconductor: Half their foundries are in Israel and half in the U.S., so I figure it’s a wash.
  • That’s my quick and dirty analysis. Of course, Trump is using tariffs like a battering ram to smash foreign tariffs, and if he’s immediately successful, there probably will only be minor hiccups in the global supply chain. But if not, a whole lot of disruption might lie ahead, and it usually takes a minimum of 3-5 years to bring a new fab online.

    LinkSwarm For March 14, 2025

    Friday, March 14th, 2025

    Government leftists at USAID call to break the law to cover their tracks, DOGE uncovers still more outrageous examples of government waste, Democratic bagman john Podesta showered billions on newly created NGOs, billions in LA homeless funds are unaccounted for, Syrian jihadis slaughter civilians, more pedo teachers get caught, lobbyists rake in big bucks, and the heart-stopping thrills of a man…baking.

    It’s the Friday LinkSwarm!

  • “Shred And Burn All Documents”: USAID Staff Ordered To Destroy Evidence On Tuesday.” How is this not committing multiple felonies?

    A senior USAID official on Tuesday ordered the agency’s remaining staff to report to their now-former headquarters in Washington DC for an “all day” group effort to destroy documents, many of which contain sensitive information, Politico reports.

    The materials marked for destruction include “classified safes and personnel documents” at the Ronald Reagan Building, according to an email sent by USAID’s acting executive director, Erica Carr.

    “Shred as many documents first, and reserve the burn bags for when the shredder becomes unavailable or needs a break,” read the email instructing staff to label the burn bags with “SECRET” and “USAID/B/IO” (which stands for “bureau or independent office”) in dark sharpie.

    Again, how is this not breaking the The Federal Records Act and other laws against destroying evidence?

  • EPA $375B Climate Slush Fund Handled by John Podesta Only Gave to New Charities.”

    Legal Insurrection readers may recall that late last year, Brent Efron, an Environmental Protection Agency (EPA) special advisor implementing Biden’s climate agenda, made many controversial statements during an undercover video about the agency’s actions in anticipation of a potential Trump administration.

    Efron reportedly told Project Veritas that the EPA was rapidly distributing billions of dollars in grants to nonprofits as an “insurance policy” against Trump winning the election. He described the situation as “throwing gold bars off the Titanic,” referring to the urgency with which the agency allocates funds.

    Now the Trump Administration has followed those gold bars. An exclusive report by the New York Post indicates the trail of those bars led back to Deep State Obama/Biden minion, John Podesta.

    The story began in September 2022, when Biden named Podesta to helm the $375 billion climate fund, which resulted from the Inflation Reduction Act, a 2022 law that was basically “Green New Deal” poison hidden beneath a wrapper of sweet economic promises.

    Here is how The New York Times announced the 2022 fund creation:

    As a senior adviser to Mr. Biden on clean energy innovation, Mr. Podesta will shape how the government disburses billions of dollars in tax credits and incentives to industries that are developing wind and solar energy, as well as to consumers who want to install solar panels, heat and cool their homes with electric heat pumps or buy electric vehicles.

    ..In an interview, Mr. Podesta described his new job as “throwing the weight of federal government policy behind a cycle of investment and innovation that we haven’t seen before in the United States, and that is almost unique in the world.”

    There was absolutely no questioning by The New York Times as to where these monies would go, or how the funds would be used to help either our climate or energy industry.

    On the other hand, the New York Post has a map of the gold bar trail. Apparently, billions went to “Non-Governmental Organizations” that were founded after the fund was created.

    The Biden administration funneled at least $20 billion dollars into environmental groups, most of which had only recently been founded, The Post has discovered.

    In one case, former Vice President Kamala Harris handed over a check for nearly $7 billion to Bethesda, Maryland, based group Climate United Fund, which does not appear in the IRS’s charities database, and has no federal filings.

    The non-profit fund had only been incorporated in Delaware on November 30, 2023, according to public records, five months before Harris handed over the cash in April 2024.

    The Climate United Fund then announced “the historic investment” in a press release, noting the group’s work “delivers benefits like cleaner air…and increased energy security.”’

    However, because the company is so new, there is no publicly published accounting of how it plans to spend the $7 billion.

    Climate Fund, which received nearly $7 billion in Biden Climate Gold, was just one of eight similarly set-up entities. Others are:

    • Coalition for Green Capital: Received $5 billion
    • Power Forward Communities: Received $2 billion
    • Opportunity Finance Network: Received $2.29 billion
    • Inclusiv: Received $1.87 billion
    • Justice Climate Fund: Received $940 million
    • Appalachian Community Capital: Received $500 million
    • Native CDFI Network: Received $400 million

    Every one of these should be sued and audited.

  • Schumer caves, Senate passes Republican spending bill.
  • “Federal Judge Denies Request To Block DOGE From Accessing Treasury Data.” Good.
  • Exposed: Secret Pact Between 14 Blue States, Left-Wing Groups, and NYC Law Firms.”

    Well, well, well. It’s hardly a surprise to discover that the wave of lawsuits against Elon Musk’s Department of Government Efficiency (DOGE) is no coincidence. The Oversight Project at the Heritage Foundation has obtained a copy of a secret agreement outlining a coordinated legal offensive—an alliance between 14 blue states, left-wing activist groups, and prominent NYC law firms—all targeting DOGE and Musk himself.

    What is surprising, however, is that they actually formalized their nefarious intentions.

    Signed less than a month after DOGE began operations, this agreement is yet another example of the Democrats’ “whatever it takes” brand of political warfare.

    The document begins:

    This Common Interest Agreement (“Agreement) is made and entered into by and between the States of New Mexico, Arizona, Michigan, Califomia [sic], Connecticut, Hawaii, Maryland, Massachusetts, Minnesota, Nevada, Oregon, Rhode Island, Vermont, and Washington and State Democracy Defenders Fund (the “Parties”). The Parties have agreed that they have a common interest in developing legal strategies to challenge the creation and actions of the Department of Government Efficiency (“DOGE) and the actions of Elon Musk as a special government employee and a common interest in existing or future investigative, regulatory, administrative, and judicial actions or inactions, including but not limited to any administrative or judicial proceedings related to or arising from those legal strategies (“Matters of Common Interest”).

    “The Democrats are on the wrong end of an 80-20 issue, fighting tooth and nail to block a federal government audit that has already uncovered more than $105 billion in fraud, waste, and abuse. A recent Harvard/Harris poll shows that 76% of voters support DOGE’s efforts, yet Democrats—whose job is to represent the interests of their constituents—have gone to extraordinary lengths to obstruct it, even putting their opposition in writing.”

  • “The top 20 wildest revelations about Arabella Advisors and how they’ve redirected American tax dollars—or leveraged tax-exempt structures—for actions largely hidden from the American public.”

    1. Billions in “Dark Money” Outpacing Political Parties
    Arabella’s network raised $2.4 billion in the 2020 election cycle, dwarfing the combined fundraising of the Democratic and Republican National Committees. This tax-exempt cash, hidden from public scrutiny, fueled anti-Trump campaigns and progressive agendas, all while average Americans had no clue their tax system enabled it. It’s a shadow operation that makes traditional political spending look like pocket change.

    2. Fake Grassroots “Pop-Ups” Everywhere
    The Sixteen Thirty Fund, an Arabella spoke, spins up temporary “pop-up” groups like Floridians for a Fair Shake or Opportunity Wisconsin, which vanish after their mission—say, attacking a senator or pushing a ballot measure—is done. These tax-exempt fronts, funded by anonymous donors, masquerade as local movements while redirecting millions to sway elections, leaving taxpayers blind to the manipulation. It’s a conveyor belt of synthetic activism, exploiting 501(c) loopholes.

    3. Funding Supreme Court Protests
    Demand Justice, birthed by the Sixteen Thirty Fund, spent millions opposing Brett Kavanaugh’s Supreme Court confirmation, complete with costumed activists and aggressive ad blitzes. This tax-exempt war chest didn’t just influence public opinion—it tried to bully the judiciary, all subsidized by a tax code Americans fund. Most folks never connected the dots to Arabella’s puppet strings behind the chaos.

    4. Zuck Bucks’ Election Meddling
    Arabella’s New Venture Fund funneled $25 million to the Center for Tech and Civic Life, which then got $350 million from Mark Zuckerberg to “administer” 2020 elections—read: juice Democratic turnout in swing states. Tax-exempt dollars turned local election offices into partisan tools, and the public was none the wiser about this backdoor power grab. It’s a masterclass in using charity status to rig the game.

    5. Foreign Billionaires Pulling Levers
    Swiss billionaire Hansjörg Wyss has pumped at least $208 million into the Sixteen Thirty Fund since 2016, exploiting tax laws that let foreigners bankroll U.S. political causes through “dark pools.” This foreign cash—untouchable by direct campaign finance rules—shapes American policy, yet taxpayers footing the system’s bill don’t even know his name. It’s a loophole so big you could drive a Swiss bank vault through it.

    Read the whole thing.

  • Los Angeles Lost Track Of Billions In Homelessness Funding, Audit Finds.” Of course it did. It disappeared into lots of leftwing pockets.

    he report painted a grim picture of Los Angeles’ homeless program managed by Los Angeles Homeless Services Authority (LAHSA), which was established in 1993.

    “Repetitive information gaps, coupled with a lack of accurate and complete data and documentation, posed significant obstacles to this assessment,” the report states.

    “Insufficient financial accountability led to an inability to trace substantial funds allocated to the City Programs. Fragmented data systems across LAHSA, the City, and the County and inconsistent reporting formats made it challenging to verify spending and the number of beds or units reported by the City and LAHSA, track participant outcomes, and align financial data with performance metrics.”

    The report also cites a paucity of uniform data standards and real-time oversight, which limited the ability of the auditor to fully assess the true impact of homeless programs and raised concerns of resource misallocation.

    A&M found that key stakeholders failed to monitor homelessness programs, and that LAHSA was unable to identify relevant service provider contracts and expenses. It also found gaps in documentation.

    Of course there are gaps in documentation. That’s to hide the graft disappearing into leftwing pockets…

  • “Obama fixed healthcare so well that Americans borrowed $74 BILLION last year to receive medical care.”
  • Putin has a whole host of unreasonable demands for a ceasefire.
    • Crimea, Sevastopol, Kherson, Zaporizhzhia, Donetsk, Luhansk — these are regions of Russia. They are written into the constitution. This is a given fact,” said Kremlin spokesman Dmitry Peskov. That amounts to one-fifth of Ukraine’s legitimate, internationally recognized pre-war territory. Putin demands that Ukraine permanently renounce any claim to these territories.
    • Ukraine must disarm itself of any NATO weapons. Of course, the top suppliers of the Ukrainian military are the United States with $69.7 billion worth of weapons systems and ammunition since the start of the war, Germany with $13.7 billion worth, the United Kingdom at $10.8 billion worth, Denmark at $8.1 billion worth, Sweden at $5.1 billion worth, Poland at $3.9 billion worth, France at $3.8 billion worth, and Canada at $2.8 billion worth. (All figures from the Kiel Institute’s Ukraine support tracker, converted from Euros to dollars, and as of December 31, 2024.) All those countries are NATO members, and thus, under the Russian demands, Ukraine would have to give up all weapons systems received from those countries. This amounts to a unilateral disarming of the Ukrainian military, in exchange for a promise from a former KGB lieutenant colonel that he will not start the war again.
    • Putin also demanded that Ukraine cap its military size. Previously, Putin had demanded Ukraine limit the size of its army to 50,000 troops. As of January, the Ukrainian army is 880,000 troops, meaning that Russia wants the Ukrainian army to be reduced to less than 6 percent of its current size.
    • According to CNN, “Putin also suggested that Ukraine halt mobilization and any training of its troops, and that other nations stop supplying weapons to Kyiv during the ceasefire.” Halt any training of troops.
    • Putin insisted no foreign peacekeepers can enter Ukrainian territory.
    • Ukraine must abandon the idea of NATO membership. While the Trump administration had already made this concession before negotiations began, note that Putin is establishing a system where he gets a veto over which countries NATO can accept.
    • The U.S. must return six diplomatic compounds that Russia contends were seized illegally by the United States between 2016 and 2018.
    • All Western economic sanctions upon Russia are illegal and must be lifted.

    Hell no.

  • Ukraine hits Moscow with over 70 drones.
  • They also hit a Leningrad oil refinery, which is a long damn way from Ukraine.
  • City of Asheville, NC insists that it still gets to discriminate by race. I don’t think that’s going to work out well for them…
  • “Trump’s Department of Education launches “End DEI” portal to report DEI discrimination in schools.”
  • Dave Rubin and Peter Thiel discuss why mainstream academia may be more about securing funding than pursuing breakthroughs and how hyper-specialization and peer review contribute to a stagnant scientific enterprise that resists fundamental challenges.

    Bob [Robert B.] Laughlin, who’s a physics professor at Stanford, he got a Nobel Prize in Physics 1998. And he suffered from the extreme delusion that once he got a Nobel Prize in Physics, he’d be free to look at anything he wanted to. And the area of science that he went after was: he was convinced that most scientists, even at a place like Stanford, weren’t really doing very much work, weren’t doing very much science, were stealing money from taxpayers…This was a more this was a more taboo question, more taboo topic, than just going narrowly after climate science, or, you know, or any of these things. And obviously, he got promptly defunded and his grad students couldn’t get PhDs anymore. [My] sort of hermeneutic of suspicion is that if there’s a topic you can’t discuss, if there ideas you aren’t allowed to articulate, my shortcut is they’re just true.

  • Remember all the way back in 1986, when the New York Times blithely asserted as fact that evangelicals are “more easily led than other kinds of voters?” Well, just last we they asserted that “a majority of gun owners are white, conservative, male and from rural areas.” The first three are probably true, and the fourth definitely not, and no one who was even passingly familiar with gun culture would make that mistake…
  • Hundreds Of Civilians Massacred In Syria By Jihadist Government.” Try to contain your shock.

    Israeli Defense Minister Israel Katz pinned the massacre on the country’s new leader, Abu Mohammed al-Jolani, the leader of the Hayat Tahrir al-Sham (HTS) terrorist group, which was an offshoot of Al-Qaeda and was close to ISIS.

    “Al-Julani took off his [robe], put on a suit, and presented a moderate facade,” Katz wrote in a post on X that included a video of scores of people who had been massacred. “Now, he has removed the mask, revealing his true face: a jihadist terrorist from the Al-Qaeda school, committing atrocities against the Alawite civilian population.”

    Murdering members of other religions is never far from the average jihadi mind.

  • Israel made the right call in bombing the crap out of Syria’s military.

    Just a day after the rebel group Hayat Tahrir al-Sham (HTS) had seized Damascus, and Bashar Assad had fled to Moscow, Assad’s army crumbled into dust, with soldiers ripping off their uniforms so as to avoid being killed by vengeful, and now triumphant, rebels. Those soldiers left largely unattended huge quantities of weaponry. The IDF seized the occasion to improve its defensive posture against Syria. There was a brief window of just a few days, between the fall of Assad and the regime in Damascus stabilizing and taking control of those abandoned weapons, during which the IDF did two things. First, it moved Israeli soldiers into Syria, where they established two new military outposts, one on the Syrian side of Mt. Hermon, and one extending further into Syria from the pre-existing buffer zone separating Israeli and Syrian troops on the Golan. Now the IDF controls the commanding heights that extend into Syria; the Israelis have a clear unimpeded view of Damascus — now literally in their sights — far below.

    The second undertaking, which began just as soon as Assad had left for Russia, was the IDF’s systematic destruction of the Syrian army’s weaponry. The Israelis knew exactly where the weapons were located; they had long been preparing for a possible war against Assad, and had their target bank ready.

    The IDF announced on December 10 that its air force and navy had conducted over 480 strikes in Syria in the span of 48 hours, 350 of which targeted airfields, anti-aircraft batteries, missiles, drones, fighter jets, tanks, and weapon production sites, destroying between 70% and 80% of Syria’s strategic weapons. It also sank Syria’s navy. And there was nothing that Ahmed al-Sharaa and the men of Hayat Tahrir al-Sham could do about it. Now Israel has not only made itself much safer, having removed Syria as a viable military threat to the Jewish state, but also has “demilitarized” the Jihadists in Damascus.

    We have just seen that after al-Sharaa’s repeated promise that Syria’s minorities had nothing to worry about, decently, the jihadist “security services” — as they call themselves — entered Latakia to capture or kill Alawite members of Assad’s army. They were apparently ambushed by Alawite veterans of Assad’s army, and suffered a loss of 125 men. At that point, they decided to take revenge on the civilian population, killing more than 1,000 Alawite civilians — some reports claim up to 4,000 civilians have now been killed, and they also have been killing Christians — mostly Greek Orthodox but including some Melkites — because, of course, that’s what jihadists like to do. More than a thousand civilians, possibly as many as 4,000 according to some Alawite sources, have been killed in the space of two days.

  • “DHS Ends TSA Collective Bargaining After Bombshell Finding Of ‘More Full-Time Union Workers’ Than Airport Screeners.” It’s graft and featherbedding all the way down…
  • Taxpayer-funded Lobbying Org Pays Massive Salaries. Many employees of the Texas Association of School Boards are earning more than the governor of Texas.”

    The Texas Association of School Boards is a lobbying organization that is funded almost exclusively by Texas taxpayer dollars through school district dues.

    According to TASB’s most recent 990 form, at least 16 of its employees make more than the governor of Texas, who earns just over $153,000 each year.

    TASB paid a combined total of $927,644 to just two of its employees during fiscal year 2023.

    Executive Director Dan Troxell was paid $412,101 in direct compensation by TASB. Another $64,154 is listed as “other compensation from the organization and related organizations.”

    Similarly, TASB paid First Public Managing Director William Mastrodicasa $351,224 in direct reportable income. He was also paid an additional $100,165.

    Nice work, if you can get it…

  • Mess with the bull, get the horns. “Trump admin cancels $400 million in grants to Columbia University.” How’s that pro-Hamas antisemitism working out for you?
  • Belton Middle School Teacher Jailed for Sexually Assaulting a Student. Logan Demeny has been on leave from Belton ISD since allegations arose last month.”

  • Elementary School Teacher Charged for Having Child Sexual Assault Videos. Kody Caleb Smith, who taught PE at Bayshore Elementary in La Porte ISD, admitted he downloaded and viewed around 200 videos of young children being sexually assaulted.”
  • Holy crap this is a crazy, disturbing crime store, of a man who was imprisoned in his home for 20 years.
  • “US House Members Push for Ban on Student Visas for Chinese Nationals.” “U.S. Rep. Riley Moore (R-WV) is spearheading the push to secure higher education institutions against espionage and intellectual theft.” I’m sure universities will panic over having to give up all that sweet commie dough…
  • X Takes Down Network Of Chinese Accounts Amplifying NYT Attacks On Dissident Arts Group. The accounts, which exhibited inauthentic activity, had been used to boost articles published by The New York Times that targeted a religious group persecuted in China. One of the articles, a Chinese-language version of an attack piece on Shen Yun Performing Arts, was boosted so much it became the most shared New York Times article on X in more than a year, according to data from BuzzSumo, a social media analytics tool.” The question is, why was the NYT so eager to carry the CCP’s water attacking Falun Gong?
  • InfoWars Reporter ‘Brutally Murdered’ Outside Austin Residence.” “InfoWars reporter Jamie White has died in what host Alex Jones says was a ‘brutal murder’ which occurred around midnight outside of his Austin apartment.” This is the ninth murder in Austin this year.
  • Speaking of deaths in Austin, there was a 17 vehicle crash caused by a drunk driver that left five people dead.
  • “Texas Awards SpaceX Over $17 Million Grant for Semiconductor R&D.” My opposition to the CHIPS Act has been noted before, but this may be already allocated money that the state is contractually obligated to award. Why would SpaceX need semiconductor research? My guess would be for advances in space radiation hardened (“rad hard”) chips. This was traditionally property of Gallium Arsenide (GaAs) rather than silicon-based chips. GaAs chips are generally orders of magnitude more radiation resistant than consumer grade chips, but GaAs is extremely brittle and difficult to work with, so much so that 6″ (150mm) wafers are the largest size for GaAs, and there still a number of older 4″ (100m) fab lines running GaAs out there. GaAs is such a pain that a lot of different substrates have been explored over the years, but I’m not sure any match GaAs’ extreme rad hard properties.
  • The latest “smishing” scam involves sending text messages asking for payment for unpaid road tolls.
  • Feel good news of the day: “Man sets himself on fire at South Carolina Tesla charging stations while trying to torch them with Molotov cocktails.” (Hat tip: Stephen Green at Instapundit.)
  • Teacher Wins in Court After Being Fired for Refusing to Use Preferred Pronouns.”
  • “Starbucks manager says he was fired for being heterosexual.”
  • During a tornado warning, a Florida news station broadcasting the warning is hit by a tornado.
  • Critical Drinker didn’t care for Micky 17. “We’ll just make it dumb as fuck and hammer home the messaging with as much subtlety as a dump truck full of retarded sledgehammers.”
  • A look at the stylistic innovation of The Raid: Redemption.
  • Video of a guy who lives in a house in the wilderness of Vermont, and all he does is bake bread.
  • “Comes with your own dark portal to switch places with your evil universe twin.”
  • “Liberals Defeat Nazis By Painting Swastikas Everywhere And Torching Immigrant Businesses.”
  • Tucker Interviews Saruman To Talk About Rohan’s Warmongering.”
  • “Teslas Updated With Self-Defense Mode Where They Transform Into Anthropomorphic Battle Robots.”
  • “Doctor Says He’ll Be Able To Make Better Diagnosis Once He Reviews Scan Of Your Insurance Benefits.”
  • “ISIS Claims Responsibility For Meghan Markle Netflix Show.” Well, they do love their bombs…
  • Dog super excited to get his new wheelchair, and man, pollen seems to have come early this year:

    (Hat tip: Ace of Spades HQ.)

  • I’m between jobs again. Feel free to hit the tip jar if you’re so inclined.





    Reminder: Mao Was A Complete Bastard

    Saturday, March 8th, 2025

    Very little of this will be new to long-time readers, but Paul Kengor at Prager U narrates this video to remind us, yet again, that Mao Zedong was a complete and utter bastard.

  • “Mao became a Marxist not out of idealism; his only ideal was Mao. The plight of the Chinese people meant nothing to him, not as a young man and not as a dictator. For Mao, other people existed to be used. Their lives didn’t matter at all.”
  • I’ll skip over the history of his rise to power and skip right to where the atrocities start.
  • “Half a billion people, a fifth of the world’s population, were thrust into one vast ideological laboratory in rural areas. Families were herded into collective farms. They no longer would work for themselves, they would work for the government.”
  • “This was as true for women as it was for men. In a perverse way, Mao believed in the equality of the sexes. If men could do backbreaking labor in the fields and factories, why couldn’t women?”
  • “There was no real equality in China for anyone, male or female, and no chance of improving one’s condition.”
  • “If you were assigned to a village, you had to stay in that village. If you were assigned to a city, you had to stay in that city. Whatever job the party gave you, that was your job. You couldn’t say ‘I would rather be a teacher than a farmer.’ Well, you could say it, but if you did you’d be shot.”
  • “There was also no equality between the proletariat and the elite. Mao lived in total luxury and hedonism. He had a dozen custom-built homes scattered throughout the country. Peasant girls were brought to him for his sexual satisfaction. Mao refused to bathe or brush his teeth and had chronic venial disease.”
  • “He ate whatever his heart desired, meat, vegetables and pastries, Meanwhile, peasants starved in mud huts.”
  • “Why couldn’t the peasants feed themselves like they had for centuries? [Mao] was exporting food all through this period. He believed China had to be a great military power, so he traded food for industrial hardware and armaments. The Soviets in Eastern Europe got the grain, Mao got the guns.”
  • “The peasants got nothing, and then they got less from 1958 to 1962. During the Great Leap Forward, Mao pushed the peasants even harder. Their suffering is impossible to describe. First they ate the dogs, then the rats, then the bark from the trees, then in some cases human flesh. According to a contemporary account, ‘the life we had to endure in those days was worse than the life of primitive societies. We lived like animals.'”
  • “Tens of millions died before Mao finally backed off.”
  • “In the mid 1960s, he instigated the so-called Cultural Revolution encouraging Chinese college students to denounce anyone not sufficiently revolutionary. This included their own parents and grandparents. And then, when he felt the college students had gone far enough, he turned on them. Thousands were sent to labor camps, and of course many were tortured and executed. It wasn’t a Mao Purge if that didn’t happen.”
  • “After being directly responsible for the murder of between 50 and 70 million of his own people after impoverishing the most populous country in the world, after killing anyone who opposed him, Mao died in his bed in September 1976.”
  • Indeed, Mao killed more people than any other leader in history, Hitler and Stalin included. And Kengor didn’t even touch on Mao’s bloody subjugation of Tibet, or his insane attempt to exterminate sparrows.

    A bit more on Mao’s genocide, along with that of other communist nations, plus a bit of bibliography on the subject, can be found here.

    LinkSwarm For February 21, 2025

    Friday, February 21st, 2025

    Another deep freeze week here in Texas, with temperatures below freezing most of the week, but the state grid seems to be holding, and I haven’t seen any widespread power outages. I did lose power, but only for five minutes.

    This week: More waste and corruption exposed by DOGE, the Secretary of Defense gets a spite audit from the IRS, and Texas rolls out plans for securing cybersecurity and nuclear power futures. Plus an unusual amount of stories about China, AI, Chinese AI, airlines, Canada, and an airliner in Canada.

  • Judge says that DOGE can access student financial aid data. “US District Court Judge Tanya Chutkan has denied an emergency filing to block DOGE’s access to federal records and government layoffs – saying in a 10-page decision that the 14 states who brought the lawsuit have failed to meet the burden of proof to prove ‘imminent, irreparable harm.'”
  • “A judge who blocked President Trump’s federal spending freeze is Chairman Emeritus of a nonprofit that will continue to receive millions in government funding as a result of his ruling, in an apparent conflict of interest seen as a second cause for the judge’s impeachment. On Wednesday, Rep. Andrew Clyde (R-Ga.) announced articles of impeachment against federal Judge John McConnell on the grounds that he overreached his authority and engaged in partisan activism by blocking Trump’s executive order freezing federal funding while Elon Musk’s Department of Government Efficiency (DOGE) searches for wasteful spending. (Hat tip: Stephen Green at Instapundit.)
  • Doug Ross has chosen 20 of the best examples of waste and fraud DOGE has discovered “Stacey Abrams/Power Forward Communities $2 Billion Grant (2025). DOGE uncovered $2 billion in taxpayer funds allocated to Power Forward Communities, tied to Stacey Abrams via Rewiring America, from a $20 billion EPA grant in April 2024. With $100 in revenue, it’s under scrutiny for potential fraud.”
  • Victor Davis Hanson: How To Commit Democratic Party Suicide.

    The Democratic Party is polling about 31 percent approval, a near-historic low.

    Despite enjoying a huge lead in fundraising, legacy media favoritism, and incumbency, in the 2024 election, Democrats lost the White House to Donald Trump. Ever since, they have offered nothing new, no novel agenda, no innovative policies—nothing other than screaming that they are loudly against everything and anything that the president is for.

    In the past, what did they accomplish by following their prior two impeachments with attempts to de-ballot Trump? Who thought sending an FBI swat team to raid Trump’s home or waging five lawfare civil and criminal suits and issuing 91 felony indictments against him would win over the public?

    Was conducting a media barrage of Hitler-Trump invectives, or lowering the bar of demonization that likely led to two assassination attempts of Trump a good way to win an election?

    Apparently not, given the Democrats have now lost the presidency, the House, and the Senate. The Supreme Court is conservative. They have no power to subpoena anyone; they cannot block any nomination. Much of their old administrative state control is eroding. All the main issues—the economy, energy, border security, illegal immigration, crime, DEI/woke, and foreign policy—poll against the Democrats. The more they shouted that biological men must be able to compete as transgendered females in women’s sports, the more that 80% of the public disagreed, women were turned off, and the absurd idea was exploded by Trump.

    The power of the administrative state, the legacy network news, print media, and Silicon Valley’s social media and search engines, the billions that poured into the Biden and Harris campaign all went for naught.

    The efforts of moderators to warp debates, of network news to edit out unfavorable Harris or Biden comments, of leftists to cancel, deplatform, ostracize, censor, and shadow ban their enemies have failed. More likely to succeed now are numerous lawsuits against leftwing media for chronic defamation and censorship.

    Given that collective meltdown, what would a sane Democratic Party do?

    If they were stable, then they might renounce political suicide and perhaps return to something akin to the Clinton efforts of 1992 and 1996. Then the once self-destructive Democrats finally gave up on disastrous out-of-touch McGovernism, Carterism, an Dukakism. Instead, they began to embrace legal-only immigration, secure borders, balanced budgets, support for law enforcement, and meritocracy.

    The result?

    After twelve years in the wilderness (1980-1992), the Democrats regained power for the next 16 of 24 years—only in the second term of Barack Obama to go full radical Jacobin and soon lose it.

    The current self-destructive obsessions with DEI/woke racialism, bi-coastal talk-down elitism, boutique transgenderism, and nonstop America Lastism all came to fruition during the Biden years. A shameless conspiracy to use an enfeebled John Biden as a prop to masque an otherwise unpalatable radical, neo-socialist agenda ensured the MAGA counterrevolution.

    But instead of postmortem autopsy and introspection, since Election Day, the Democrats have doubled down on their veritable collective self-destruction.

    On immigration, after wiping out the border and allowing in 12 million illegal aliens, including more than 500,000 suspected felons, they seem deliberately to be alienating public opinion even further.

    So, thousands of leftists swarm and block the freeways of Los Angeles to protest the deportations of criminals. And how exactly?

    By enraging middle-class commuters, while burning the flag of the country that they demand must allow them to stay, while chauvinistically waving the flag of the country to which under no circumstances they wish to return?

    New Jersey Democratic governor Patrick Murphy idiotically virtue-signaled that he would defy the law, as he bragged that he was harboring an illegal alien living above his garage.

    Then, when apprised that such performance-art showboating was a felony, in theory entailing a long prison sentence, the now buffoonish governor changed his narrative that the occupant of his garage was not really illegally living above his garage.

    Democratic governors and mayors vie, bragging that they will be foremost in breaking the law by impeding the efforts of the federal immigration services to find and deport illegal aliens—for now, half a million criminals. Other activists are tipping off criminal illegal-alien gang leaders to avoid US government efforts to apprehend such dangerous criminals.

    Is that the way to win back the working classes? By ensuring that the felons of M-13, Norteños, Sureños, and Tren de Aragua can flee and put in danger fellow American police officers?

    Elon Musk has been appointed by Donald Trump to create a new government agency, DOGE (Department of Government Efficiency), to find waste, fraud, and abuse in the government spending of taxpayers money.

    He and his young team of tech standouts have exposed shocking waste and fraud, but mostly insanity, in the USAID’s $50 billion of foreign aid grants.

    Why are Americans paying for overseas drag shows or gay and trans advocacy in culturally imperialist fashion in traditional and conservative societies abroad? Why are we paying eight percent of the budget of the hardcore left-wing BBC? Is that a way back to the White House?

    Do Politico, the New York Times, or the Wuhan gain-in-function virology lab and birthplace of COVID-19 really need millions of dollars of taxpayer dollars?

    Do Democrats really think the middle class will hate Elon Musk for exposing that their government may well have handed the communist Chinese the necessary cash to birth a manufactured killer virus that took one million American lives?

    Is that a winning strategy—to scream in Congress that Musk is a Nazi, a dictator for showing that Biden’s USAID under leftist Samantha Power was a clearing house to enrich and empower well-off leftist organizations that only weakened their own country abroad?

  • The Democratic Medical Complex has a lot of ‘splainin’ to do.

    On December 6, 2024, a federal judge ordered the US Food and Drug Administration (FDA) to release documents related to the emergency use authorisation of Pfizer’s Covid-19 vaccine. These documents had been hidden from public view.

    The legal battle traces back to September 2021, when attorney Aaron Siri filed a lawsuit under the Freedom of Information Act (FOIA) on behalf of the Public Health and Medical Professionals for Transparency. The plaintiffs sought access to the vast trove of documents the FDA relied on to approve Pfizer’s vaccine.

    Initially, the FDA proposed a slow release schedule. In November 2021, the agency stated it would release just 500 pages per month—a pace that would have stretched the full disclosure process to 75 years.

    However, in January 2022, District Judge Mark Pittman of Texas rejected the FDA’s proposal, ordering the agency to expedite its release to 55,000 pages per month, aiming to complete the disclosure of all 450,000 pages by August 2022.

    As the documents trickled out, researchers began uncovering glaring gaps that prevented a systematic review of the data. These gaps fueled suspicions about what else the FDA might be withholding.

    It became evident that the FDA had withheld records directly tied to its emergency use authorisation of Pfizer’s vaccine, estimated to be over one million pages.

    These documents, which the FDA had full knowledge of, were excluded from earlier disclosures, effectively misleading the judiciary and undermining public trust.

    People need to go to jail.

  • Trump and Musk’s attempts to cut federal waste are super popular.

    In recent months, Democrats have manufactured an elaborate narrative around Donald Trump’s push to streamline government operations and eliminate waste, branding it as a “constitutional crisis.” This exaggerated portrayal overlooks a critical reality: many Americans, particularly those who are politically moderate, actually support Trump’s initiatives aimed at reducing the size of government.

    A recent focus group composed of Arizona swing voters, including those who previously backed Joe Biden, revealed a striking consensus on this issue: they overwhelmingly approve of Trump’s agenda and Elon Musk’s efforts with the Department of Government Efficiency (DOGE) to make government more efficient. “Every Arizona swing voter in our latest Engagious/Sago focus groups said they approve of President Trump’s actions since taking office — and most also support Elon Musk’s efforts to slash government,” reports Axios.

    Every. Single. One.

  • Dear Instant Internet Audit Experts: That’s not how audits work. (Hat tip: Dwight.)
  • Vice President J. D. Vance tore into Europe’s leaders for their retreat from free speech.

    Vice President JD Vance confronted European leaders at the Munich Security Conference on Friday over their support for authoritarian restrictions on speech, putting the assembled dignitaries on notice that the Trump administration expects the continent to revive its commitment to Western values.

    “The threat that I worry most about vis-à-vis Europe is not Russia, not China, it’s not any other external actor. What I worry about is the threat from within, the retreat of Europe from some of its most fundamental values,” Vance said. “When I look at Europe today, it’s not clear what happened to some of the Cold War’s winners.”

    The vice president recited a litany of examples, taken from across Europe, in which governments cracked down on politically disfavored ideas.

    In Brussels for example, officials notified citizens that they would shut down social media platforms “during times of civil unrest” if users post so-called hateful content. Vance also cited examples taken from Germany, where “police have carried out raids against citizens suspected of posting anti-feminist comments online”; Sweden, where a judge recently explained to a man accused of participating in a Koran burning that he does not have “a free pass to do or say anything without risking offending the group that holds that belief,”; and the United Kingdom, where citizens can be arrested for silently praying within 200 meters of an abortion facility.

    “In Britain, and across Europe, free speech, I fear is in retreat,” Vance said.

    The vice president lamented Europe’s abandonment of other democratic values, such as border security, he said, adding that Europeans should work with anti-immigration factions to address the record-breaking influx of illegal immigrants into Europe.

    “While the Trump administration is very concerned with European security and believes that we can come to a reasonable settlement between Russia and Ukraine, [we] also believe that it’s important in the coming years for Europe to step up in a big way to provide for its own defense,” Vance said.

    A majority of French, German, Dutch, Italian, and Portuguese citizens believe that their countries should have stricter border security measures to curb illegal immigration, according to a poll conducted by the nonprofit EU-US Forum and the Tyson Group. Most respondents from France, Italy, Portugal, and the Netherlands also agree that “I am more worried today than I was a decade ago about government censorship of my ideas,” according to the same poll.

    Vance connected the massive flow of migrants into Europe with recent terrorist attacks, such as the one carried out this week in Munich by a 24-year-old Afghan migrant. The man has an Islamist motive, police said, and he plowed a car into a crowd of people blocks away from where the Security Conference is being held, injuring at least 30.

    Another Saudi migrant rammed a car into a Christmas marked in central Germany last December, injuring hundreds, and killing five.

    “Over the span of a decade, we saw the horrors wrought by these decisions yesterday in this very city,” Vance said.

    European leaders responded with a large bout of pearl-clutching and a chorus of “Well, I never!”

  • Senate confirms Kash Patel as FBI Director. Let the Augean stables cleansing commence.
  • “Trump Orders Firing of All Biden-Era U.S. Attorneys.” Good.
  • Nothing says class quite like the outgoing Biden Administration targeting incoming Secretary of Defense Pete Hegseth with a spite audit and demanding $33,000.
  • “Legislators File ‘Atomic Texas’ Act to Spark Nuclear Power ‘Renaissance.’ With the advent of small modular nuclear reactors, the nuclear industry feels bullish on a revival of nuclear power. Gov. Greg Abbott called for forging a “nuclear power renaissance” in Texas during his 2025 State of the State address, two legislators have filed legislation intended to make the concept a reality. State Rep. Drew Darby’s House Bill (HB) 2678 would create the Texas Advanced Nuclear Energy Authority and a low-interest loan fund to go with it, and is the companion bill to state Sen. Tan Parker’s (R-Flower Mound) Senate Bill 1105.”
  • Ukraine hits another oil refinery. I’m ignoring the news about U.S. Russian talks, etc., because Trump does a lot of persuasion bracketing, and it’s fruitless to place too much import on it at this stage.
  • New York governor Kathy Hochul says she might remove new York City Mayor Eric Adams from office, now that trump’s Department of Justice has dropped charges against Adams. My working assumption is that since Adams is a New York Democratic politician, he’s guilty as sin, but it’s funny how Hochul only started paying attention to Adams’ alleged misdeed when he started cooperating with Trump on deporting illegal aliens…
  • With DOGE busting their scam, is the Soros operation relocating to Europe?

    With the Trump administration cutting off billions of US taxpayer funding for the USAID international slush fund, formerly flush NGOs are now begging woke EU nations for money to continue operations, according to Hungarian Prime Minister Viktor Orbán.

    “WARNING! Our fears have come true: the globalist-liberal-Soros NGO network is fleeing to Brussels, after President Trump dealt a huge blow to their activities in the US,” Orbán wrote in a Tuesday post to X. “Now 63 of them are asking Brussels for money, under the guise of various human rights projects. Not going to happen! We will not let them find safe haven in Europe!”

    “The USAID-files exposed the dark practices of the globalist network. We will not take the bait again!”

  • “A series of by-elections were held for local government seats on Thursday, with Nigel Farage’s [Reform] party storming to victory in Trevethin and Penygarn in Torfaen, Wales, gaining 47% of the vote from a standing start. Labour plummeted a whopping 49.2% to just 26.6% of the vote, down from 75.8% last time. Two independents then came in third and fourth, with the Greens in fifth on 2.6%.” The Tories didn’t even run a candidate.
  • Gov. Abbott Lists ‘Texas Cyber Command’ as Emergency Item for State Legislature. The Texas Cyber Command is planned to be located in San Antonio.”

    Gov. Greg Abbott delivered his State of the State address several days ago, outlining his priorities for the 89th Legislative Session and listing his emergency items, which included an unexpected addition — the creation of a Texas Cyber Command.

    “We must deploy cutting edge capabilities to better secure our State,” Abbott declared.

    Minutes after the proclamation was made, information from the governor’s office on the new proposition was circulated, detailing the necessity of a Texas Cyber Command to increase the state’s ability to protect critical infrastructure from cyber threats and hostile foreign adversaries like China, Iran, Russia, and “other rogue outlets” around the world.

    The governor’s plan is to have the new venture be headquartered in San Antonio — a city with a large presence of cybersecurity experts, including the University of Texas (UT) at San Antonio, which is a member of the United States Cyber Command (USCYBERCOM) Academic Engagement Network.

    Austin has at least as many cybersecurity firms as San Antonio…

  • “Attorney General Paxton Launches Investigation Into Chinese AI App. Paxton expressed concerns that artificial intelligence company DeepSeek could be violating the Texas Data Privacy and Security Act.”
  • “Four Times-Deported Illegal Aliens Arrested With 350 Pounds of Meth in Colony Ridge.” You may remember Colony Ridge from such hits as “We secretly built an illegal alien city inside Texas.”
  • Speaking of foreign cities inside Texas, take a look at an Islamic City being built northeast of Plano.
  • In Houston: “22-year-old Chilean national arrested with device that disabled communication between arresting officers.”
  • “Transgender migrant featured in NYC Pride Parade charged with raping 14-year-old boy in public restroom.” “A migrant transgender woman [man] wanted by federal immigration officials allegedly stalked and raped a boy in Manhattan this week, The Post has learned. Nicol Suarez allegedly followed the 14-year-old into the bathroom of a bodega across the street from Thomas Jefferson Park in East Harlem Tuesday and attacked him, police and sources said.”
  • Chinese foreign investment declines 99% in the last three years. That’s what happens when you’ve got dirty commies being jerks of the world…
  • “Lebanon: IDF Strike Eliminates Top Hamas Operative Planning Terror Attacks on Israelis Abroad.”
  • Dear Margaret Brennan: No, National Socialist Germany was not an example of “weaponized free speech.”
  • Leftwing racism is reaching its inevitable conclusion: “Desegregation was a mistake.”
  • “Delta flight that crashed at Toronto airport was operated by Endeavor Air, which loves to brag about all-female crews.” (Flashback.)
  • Suddenly, failed presidential candidate and incompetent Secretary of Transportation Pete Buttigieg is pretending he’s against DEI. As if the son of a Marxist academic who specialized in the work of Italian communist Antonio Gramsci would ever give up cultural Marxism.
  • Accidents will happen. “Trump Administration Un-Fires Hundreds Of Nuclear Weapon Workers.”
  • California’s one party Democratic rule is so incompetent and burdensome that weed dealers can’t make money selling pot to Californians. “California’s legal cannabis market has hit another grim milestone: There are now 10,828 inactive and surrendered pot licenses in the state and only 8,514 active ones, meaning dead pot licenses now outnumber active ones.” (Hat tip: Ed Driscoll at Instapundit.)
  • Jihad terrorism is still very much alive in Africa. “70 Christians Decapitated in Church in Democratic Republic of Congo. DRC also faces violence from the Rwanda-backed armed group M23.”
  • “Trump Administration Pulls Approval of NYC Congestion Toll.” “The congestion toll came into effect last month, imposing a $9 charge on drivers entering Manhattan below 60th street. The tax will increase by $3 increments in 2028 and 2031 as drivers adjust to the program, if it remains in place.” London’s “carbon tax” is widely unpopular with drivers as well, so I imagine New York drivers are just as livid.
  • Kentucky Fried Chicken is moving its headquarters to Plano, Texas. That’s gonna leave a mark
  • Why Canada’s housing costs so much more than that in the U.S.
  • Air Canada has to honor refund policy invented by a chatbot. Live by AI, die by AI…
  • Fungus Turns Cave Spiders Into Zombies.” I get the feeling your spellcaster should have fireball ready before facing these…
  • Teacher gives anti-Trump tirade. Student: Calm down. Teacher: DETENTION. Result: Teacher suspended.
  • “Canadian Hockey Fans Boo Their Future National Anthem.”
  • “Delta Adds A Little Hanging Tennis Ball To End Of Runway For Female Pilots.”
  • I’m between jobs again. Feel free to hit the tip jar if you’re so inclined.