4/15/25: Trump Floats US Citizens To El Salvador, Trump Approval Craters, China Cuts Off Boeing

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join us. Don't know if you guys checked out any of his debate with Douglas Murray on Joe Rogan's podcast. Going to get his reaction to that and some other things as well, especially some of the crackdown on any dissent visa. The israel I am taking a look at Trump's tariff war as class war.

into that prison. We now know that approximately ninety percent of them, in spite of being told that they were gang members, and the worst of the worst, ninety percent have no criminal record. We have learned some of the details of those individuals, and one of those individuals, in particular, Kilmar Abrego Garcia, the administration admitted that they sent him there in air. The Supreme Court then came in and said, you got to try to get this guy back. You

have to facilitate his release. They are just completely stonewalling. They're pretending like the Supreme Court actually sided with them and said they don't have to do anything. So a lot of questions about what the response from Bkelly would be,

how Trump would interact with him, et cetera. But before any of that occurred, the two of them, Trump and Bkelly were actually caught on a hot mic with Trump, and you have to listen carefully, but Trump telling Bukelly that next he wants to send to his prisons the quote unquote homegrowns and that bikelly may.

absolutely right. There were a number of comments made there by President Trump in the Oval Office very defiant on the Upbrego Garcia case, as well as proposing on multiple occasions sending US citizens to this prison let's take a listen.

so he actually could release him if he could. And this is one where the government and Stephen Miller is

saying there, oh, it was. I mean, he is correct in that it's nine to oh by saying it is nine oh in not ordering it in the same way the district judge said, you have to go get him back, but it was very clear about the facilitation of return and what was it turned it over to the district court, where there continues to be adjudication over specifically the lengths and the process through which the United States must return our Brego Garcia. It is clear cut, it is beyond obvious.

You know, the state, the state admitted in its court filing a Brago Garcia should not have been sent to El Salvador, period, end of story. We can talk all day long about the hold on the deportation order, et cetera, but it is clear as day he had to hold for deportation. He was sent there by their own admission. It was a quote unquote mistake. The Stephen Miller has now claimed that it was an actual mistake to admit that it was a mistake, and that is not true.

That fired solicitor general who said that in court filing. Apparently I was actually reading from a legal expert that he has a decent enough case for defamation actually against the government because they're claiming that he basically lied in a court filing.

They say the rest of the District Court's order remains in effect, but requires clarification. That's what they're holding their whole thing on, is this line that requires clarification. The order properly requires the government to facilitate Abario Garcia is released from custody in El Salvador and to ensure that his case is handled as it would have been had

he not been improperly sent to El Salvador. The intended scope of the term effectuate in the District's court order is however, unclear and may exceed the District Court's authority. The District Court should clarify its directive with due regard for the deference owed to the Executive branch in the

conduct of foreign affairs. So they didn't even say don't effectuate or that was wrong, and they're saying we want some clarification from the District Court here, But they said incredibly clearly that they need the government needs to facilitate the release, and they also tell the government that it needs to be prepared to share what it can concerning the steps it has taken and the prospect of further steps.

The government has completely stonewalled here. They're lying about what the order actually said, and just think about it, like taking the legalies out of it from.

do whatever they want to people. And so when you have Trump here, not only on the hot mic, and he had previously said, hey, maybe I'll send American citizens there on the hot mic, telling Bakelly, next up is the homegrowns. You need to build more facilities, and then confirmed in the questioning and he said he made this comment that I wanted to get your reaction to, in particular Soger. He said specifically in response to a reporter asking if he would deport US citizens.

not true considering the overall criminal record. They also said that they were using a tattoo or whatever to identify, which actually sounds you know, it rings true to a lot of people. That's very often the gangs use tattoos to do affiliation. Go look at any prison system in the United States. It's one of the number one ways

that you do gang classification. Right. So but again, now we have continued to see there's huge holes in the story, and there's been a number of these people of a gay barber for example, being one of them, where it is just like blatantly obvious that at the very least, like what they're saying is completely untrue, if not outright false. Then you take it a step further. For deportation, initially it was about illegal aliens present in the United States

or people who had applied for asylum. So, okay, you know this is one where you can't necessarily or it was still in my opinion, still a jump from there. To people who are here legally and or who are

here US citizens. But the jump now, and I have spoken with multiple legal experts, is that this one in particular is the one that most definitively applies to United States citizens because the custody, the custody, the custody at question is specifically about this else that the government position is taking is that once they are in El Salvador in custody, there is nothing that you can do for

them that actually does not have any legal limitation. Alien Enemies Act, believe it or not, actually does whenever it comes to a US citizen. There are multiple other you know, you've even seen, for example, many of these Palestinian proactivist students who are getting or trying to get deported, they're still going through a due process like you know, deportation order. Alien Enemies Act was definitely over here. But the specific question here at hand legally is one that has no

limiting principle whatsoever. And actually, I would point to Ed Whalen, this is very important for people to see a three police Let me just Ed Ed, and I need to contextualize that Ed is one of the most conservative lawyers and legal minds here in Washington. Ed is a guy who went to bat harder than anyone I know for Brett Kavanaugh. That's I'm trying to contextualize who this person is.

I really ideological ground. Unless you're unless you're in the mold in the DC world, you don't quite understand how important it is for Ed to speak out on something like this. So okay, with all that on the on the table, quote outrageous, misterpresentation of the Supreme Court ruling.

The unanimous Court rule that a district Court order properly requires the government to facilitate Upbrego Garcia's release from custody in Nail Salvador and to ensure that his case is handled, and it would have been had he not been improperly

sent to l Salvador. Yes. The Court also stated that the intended scope of the term effectuate in the district Court's order is, however, unclear and may exceed the district court authority, and it told the district courts to clarify its directive with due regard for the deference owed to Executive branch and the conduct of foreign affairs. But due regard does not mean the district Court couldn't give any

teeth to effectuate. In any event, the district court dropped effectuate from its revised order, so this is all irrelevant. The duty to facilitate continues. And that's what the government is saying, is that their only duty to facilitate is that if Bucell were to release Abrego Garcia from the what was it from prison, that they would fly him back to the United States, proceed with a due deportation through a due process proceeding, and then he would be

sent back to l Salvador. But at the very least like that is still one which fits within the bounds of the law. And that is not what we see right now from the Trump administration. And they have stretched it,

you know, ten times farther than any before. And in fact, it does appear that they're trying to pick fights with the courts over their immigration nationality authority specifically, but in this particular case, as I want to come back to, the truth is is that everything they have said on this process and you know, look, this requires me a

help with from people like me. I never, in my wildest dreams imagined that you would just simply snatch people up who had nothing to do with I mean, for example, we have eight to ten million gang members, right, sorry, eight to ten million illegal immigrants. Is it really implausible there are two hundred, you know, gang members President of

the United States, I honestly don't think so. I am relatively familiar with gang proceedings and others in the criminal justice system, their gang enhancements and others at state by state level. This is something that cops do every day.

Would it really have entered that wildest dream to think that you would take somebody and look at their administrative paperwork and then mistakenly deport that individual and then claim, you know, without any without really without even walking back any claims around this, to say that this is somebody to be deported to tell someone it's also similarly, it's very different than to go through a deportation proceeding for being sent back to El Salvador than it is to

facilitate the actual entry into this prison as a behest of the United States government. That direction also matters. So if Abrago Garcia went through the normal deportation process and was sent to Al Salvador and they decided to put him in prison, okay, that's a different thing. It fundamentally is because that's not something that was facilitated, paid for, and done at the behest of the United States government in this particular case, that is absolutely not what has happened.

And I think it is very clear that the government is trying to stretch it now to this point and at this it is a breaking point name of the show. This is one where you must stand up against what the current government is doing, specifically because it does apply to United States citizens. There is not a single limiting principle that can be held here. And it's not about Alien Enemies Act, It's not even really about illegal versus legal.

There is nothing under the current logic that would stop them from doing this to any United States citizen who would mistakenly be deported. And if we are then to assume and now look at the obvious credibility gap within the White House, at their shoddy procedures at not even shoddy,

I mean just outright fake. Basically at this point the MS thirteen East Coast gang leader and thing that we saw, no reasonable individual, in my opinion, could have confidence in the current Department Homeland Security to be able to fundamentally distinguish and make sure that there is enough of a coult process that is being put in place there to ensure that no United States sitting would ever be mistakenly deported under this current regime, especially in the way that

it has all been implemented at this time. So we can look step by step at all the processes easily in hindsight and say this was not true, this was not true, this was not true, this is being handled differently, this is now here. And the limiting principle, which is like an often thing you should look like, especially with legal and others. As I said, I've spoken with many, many legal minds, and the only thing stopping them is their own behest of not being able to do something.

And that's just simply not good enough in my opinion, you know, I mean, what they're really asking for is trust, and I just don't think that any reasonable person who is now looking at this can have any trust whatsoever in the procedure that they put place or any of the statements that they have forward on MS thirteen trend de Agua, especially with the arrests of that so called East Coast gang leader and then many of the arrests

that have been made now so far. So anyway, that's my long winded way of just saying I think this is incredibly dangerous, and I do think that I've seen fire and numerous or other organizations stand up. I've seen ed Whalen and others as well, and so that's also I think that allows for calibration. And I understand a lot of MAGA is in a place where they don't want to take you know, they find it annoying that

they call them a Maryland. It's like, okay, fine, we can talk later about illegal and illegal status, because it's actually not about that right now now, And that's the kind of the point I want to get across. This is not about illegal immigration. This specific case is not about illegal immigration, period. It really is about courts, and it is also about principles which would course apply to anybody.

And under that current regime, then no, without any limiting power on the government, that there is nothing stopping from a US citizen. It's clear now that Donald Trump, if he says it, you know, we have to take him seriously at this point as well. It is now clear also that many of the guardrails which you know, frankly I thought would be there, I've obviously fallen apart or

not even fallen apart. It's just that there are willing participants and they view everything as some sort of like left right media game, almost like you and I debating here on this show. And it's like with the tariffs, it's like with signal Gate, it's like with all of these other things. It's like, No, this is about real people's life, like you, people are in the government. This is not a CNN panel where we're trying to joust here about who's right and who's wrong.

life of torture and misery. And the administration knows that, they know that, they're not fools, they know what they've done.

about the actions that have been taken. I you know, when this initially occurred, I was really deeply concerned about where not only that action, but where would ultimately lead. But now you have them in open defiance of the Supreme Court, I mean, just lying about what the Supreme Court even said. You have them committing to keep so when they admitted they messed up by sending down to this prison, they are dead set on keeping that man in that prison for his entire life, however long that lasts.

And now on camera multiple times, Trump is out there.

go ahead and put up on the screen. Let's go to these last pieces, this most recent case that we're learning about, because the more we're learning about these individuals, the more you can see like they just anyone they could grab.

But the other said, take him anyway. This one no criminal record, did not even have a tattoo, you know, not that that's any sort of justification, but they knew this, this isn't the right guy, and they snatched him up anyways, And now he is his father's beside himself, and he is in this prison potentially for life or until you know, another administration decides they're going to do something.

him back. If you give them even the little tiniest bit of anything, they will do exactly what they did here.

judicial process. But at this point you have to say that they are openly defined certainly the spirit of the court order. They are have laid down a marker that if they can get the plane in the air, then they can do nothing. Then you know, as long as they are quick enough, then they can deny people's rights. They can act completely extra constitutionally, do whatever they want, and even when they get caught and admit a complete screw up, they still don't care. They think that these

people should be there for life. It is absolutely outrageous.

in the United States or we're abusing the process. But it's one of those where that is actually not what

is on the table right now. Right Like if we let's think about this just conceptually, if the government had arrested Obrego Garcia and gone through the standard deportation process, of which there was a very good so he's getting deported, period, He's gone, this nineteen year old, and then no one would even know his name and if then the n Salvadorians, if they want to throw him in prison, that's their business.

This nineteen year old, by their own admission, this guy came here because he didn't have enough money in Venezuela. He's not even pretending that he was fleeing gang violence or whatever. Same thing. You don't even have a claim of asylum. You're going home under a standard deportation process, Chris. So I'll go to bat on that any day of

the week. That's not the same thing as saying temporary deportation order or temporary deportation hold, then coming around and being like, oh, we're going to send him there, and then we actually we're not going to get back because there's nothing we can do about it. And this is what I want the MAGA folks to really understand, because they are conflating the two. They're saying, oh, I break over,

and I'm like, listen, I'm with you, all right. You know, why is the guy who's been here illegally since twenty eleven doesn't claim asylum till twenty nineteen. Should he really be in the United States?

not a citizen. You know, even in a lot of these other cases, they're going to look exactly like what I just did and be like, oh my god. You know, they're claiming this guy is like mother Teresa or whatever, and it's like, okay, well he didn't even follow basic preceps of law. It's not about that right now, because

we can't. And in fact, if the government had simply followed the basic laid out process and had gone through an ice hoold and a deportation order, of which they are well within their ability as they continue to do right now, they could say nothing about nobody except the ACLU and some open borders lawyers will be talking about this. You would be on the most winning ground I'm talking

politically now. However, by doing this, you are actually poisoning the well, just like they did with for any sort of faith and credibility, even from many people who support your supposed policy, to be able to believe a word that you say. And that is where I find myself looking at this, is that there was and this. You know,

you've talked about this with Glenn in particular. He's like, look, nothing stops you from doing the deportation to your own home cut literally nothing, So do that, you know again with the barber guy, like really, like you know, we're really going to take the society and claim seriously like I'm sorry, I don't And you know, fine, we can argue again about that all day long. Fine, send him

back to Venezuela. But you know, sending somebody to a prison, or even in this particular case, admitting that you shouldn't have done so and under no pretense of a process, and then also no pretense of pretending to bring somebody back, It's simply not the same debate. And by putting yourself on this debate, in my opinion, I'm curious what you think. I actually do think this is a big demarcation point for the government where a lot of people, yes, Magapolitan,

and all of them may not be talking. There are a lot of normal conservative MAGA folks and others who agree with deportation, who are like, yeah, I'm out on this one, and I think that they have done that with the tariffs, They've done that with the credibility, a lot of that with Doe. We'll talk about does too, won't we about? You know, some of their redefinitions. At a certain point, you got to get the hood pulled

over from your eyes. You know, you can support a lot of these things in principle and you can also criticize I think a lot of the ways that not even about practicality, but seeing genuinely on the facts of the matter, they're not the same thing as to what the government is trying to argue. Because you know, every time Steven Miller opens his mouth, he's talking to how I am about, oh, somebody who came here legally. It's like, no,

that's not what we're talking about here. Though you could have easily deported him again, nobody would have said anything unless except for the ACLU and a bunch of other like Catholic charities organizations, and nobody really cares what they have to say, but that's not what we're talking about here. You made this into a national case for basically no reason. Well, actually no, I think we do know the reasons, because they want the maximum and this is good. They want

last thing. I'm sorry droning on, but the point about mass deportation is it's actually not happening. It's just the truth is is that the numbers are not that high, and it is obvious that the government is either too incompetent or unable to actually even do what they said they were going to do, which is start with criminals and or whatever, and they're diverting immense amount of resources at the exact same time to these palstain and I mean, you know, you look at these videos of oz Turk.

You know there's like five people there. What what are we doing? What are we doing, you know, for to dedicate all of these resources to this you know, police state on behalf of a foreign government. And then same in the uh sheer ineptitude and either ineptitude or callousness, I don't know which it is for things like this where oh just grab them anyway, So there's no rhyme, there's no reason, And yeah, they've lost they have lost

all credibility in the eyes. I think of any you know, reasonable person who could look at this now at this point, and you know that's uh that they are going to validate the immigrant activists more than anybody else on the planet. And so four or five years from now, if you lose the White House and they mass legalize everybody, that's on you at this point, I really, I really believe that.

could have even come up with. And last thing I'll say is just, you know, to tie in the piece that you were talking about of the crackdown on these student protesters and activists and some people who aren't even activists, all of this is, you know, they're they're workshopping it with immigrants. It will not stay with immigrants. We already obviously already see.

ninety percent, only five had felony convictions. Okay, so what they're testing with the immigrants first is intended for the whole population. And yes, we already have indications of that with Israel's well, we already have proof of that with US citizens who they pressured universities to kick.

That was before true Doge Idiocy started.

even with the highest ever for him. You know, he was standing strong on the economy, seemed to be doing incredibly well on immigration. Things have now taken a pretty significant turn for him, and in the same trend line that we saw for Joe Biden after the withdrawal from Afghanistan, except this one is just a mere eighty some days into his first term. Let's take a listen to Harry Anthony breaks a lot of it down.

economy is going southward. Back in November, it was just forty two percent of Americans who said the economy is getting worse. You jump forward to February, forty nine percent. You jump forward to March fifty one percent. Now look at this number, fifty three percent. The clear majority of Americans think that the economy is getting worse. Donald Trump wants to say, don't blame me if you're upset with the state of the economy, blame the other guy.

of the approval rating. So what Nate silver flags here is that the precipitous decline that we saw right now, a Trump approval is currently at minus five. But that's quote only. If we used poll since Liberation Day, he would be at minus eight point five instead. That is a pretty significant hit over the span of barely more than a week. He was at minus two point five

on April first, just before Liberation Day. I would also note in particular that the focus right now, if you're just thinking about the people who are all paying attention right to people who are generally looking at the news, etc. Immigration, despite the entire segment we just did, was still very strong ground I think for Donald Trump. But go ahead and put B four up on the screen. This is very important that tariffs have actually moved ahead of immigration

as a top concern for American voters. From the latest poll from Echelon Insights, the very concern number at some seventy percent there, and actually even more concern in the very concern for the tariffs over immigration, with immigration actually falling below a fiftieth percentile, with the majority of the population really focusing in on tariffs, it's just weak ground for Donald Trump because he doesn't even have the conceptual

fallback that he originally would have had rhetorically on the issue. Now it's just all about the process, the whipsaw, the seesaw, the chaos that people can tune in to every day. And that is a very similar feeling, I think to the Biden administration, where they felt as if at the end of the day for inflation, there was no steady hand on the wheel, there was no plan. That's really when Biden sank, right, Yeah, it was twenty twenty two. In my opinion, and we could see that's when the

runaway inflation and all that started to happen. And all of this is just terrible data for Donald Trump and for his White House because they want to try and say face, they want to try and actually do something after they basically nuked this entire you know, the entire economic outlook of the country. But they don't know where to fall. They just don't know what they're doing, right.

has development properties all around the world. You don't think that these countries are going to be coming to him greasing the skids, giving him tax and so whatever it.

the United States. It just was literally impossible, and the one hundred and forty five percent China terrors they will destroy her business, Like there is no way, no way that she can survive, and she is one of many. So But even if Trump rolls back on even more of the tariffs and makes all these deals and declares victory art of the deal, whatever, I do think in a lot of ways, the damage has already been done.

And I do think it is somewhat analogous too. Even though I still support Biden having gotten out of Afghanistan, there's just no denying that there was a massive hit to his approvot he never recovered from. And I do think it's analogous like the honeymoon is over for Trump, the vibe shift has vibe shifted again, and the economic damage that is being done right now in this moment, with this level of uncertainty and people feeling like business

is feeling like I can't do. I just got to like hold on to cash and freeze in place and hope I can survive this totally unnecessary tumult that is not going to be undone no matter what Trump announces today, tomorrow, the next day, et cetera.

the next I would say nine months. We have the tariffs that is going to dominate the news elon and all that does is basically, I mean, it's still around, but it's not really like the number one concern. So you've got this immigration stuff, a front page story on literally every across the paper at every country. Probably the number one thing that most people hear about if they are politically engaged, Tariffs is going to be number one, and or number two that they're generally who are who

they're generally in gaging with. Well, what else is on the horizon? The only next major thing that we can predict on the horizon is the tax legislation. We know from baseline the tax legtion is gonna be crazy unpopular. There's no there's not even an argument about it's just period, and most Republicans will admit that with a straight face. There's really nothing you can do. And also Trump said I want to cut a trillion dollars, So it's kind of like with Biden where we can look ahead to

whatever is going to come next. We know no major piece of legislation in the pass the Senate or the House of Representatives before this tax bill. We know that it has to happen in the next several months. So the next flagship piece of legislation after this whole economy and tariff situation is going to be a major tax cut for corporations and a trillion dollar According to them,

it's not my words. They said, I want to cut one trillion dollars and I want to increase the Pentagon budget by one hundred and fifty billion dollars, which just so happens to be the exact amount of money that Elon now claves that dough has to be saved. So what are we doing here? You know, what's the net out effect of this? You would be forgiven to be pretty pessimistic about that whole situation, wouldn't you.

So you can see on approval on approval grounds, on the economy, and more. The more you lose that, I mean, you and I have said this. Nobody knows what will happen at the midterms, okay, And of course nobody knows what happen in global affairs. Trump could literally I don't know, there could be a crazy pieced in Ukraine. There could be this new ceasfire and goudz. There's so many different

things that could affect it. But in terms of what we can predict, that's what we see on the horizon as something that is very obvious for his approval rating, that is not going to go over well.

him in solidly positive territory. You know, there's been a decline among other age groups except those forty five to sixty four year olds. Actually they're kind of those gen xers. They're kind of hanging in there, aren't they. But among eighteen to twenty nine year olds it has plummeted. Now at its lowest levels, looks like minus thirty some, oh,

minus twenty nine here among eighteen to twenty nine year olds. So, you know, all of these hopeful takes about how you know the young people are going to be they're going to be shifting right and they're super conservative and they love Donald Trump, that all seems to be evaporating very quickly in real time.

about tariffs, it's about immigration. Those are real things, and it's not really about pronouns and bios or you know, any of that other stuff right now. I think Richard Hanania said he's like, it feels indecent to be talking about wokeness right now, and I was like, you know, that's actually very belief. That is an absolutely correct observation.

know whatever. My point is, just like those fights are over, so in a certain sense that culture has been won. Now we're talking about money, future immigration, like actual stuff and on that. First of all, TikTok and all of that is not very well equipped in my opinion, to handle a lot of those issues. And so you know, even TikTok is elevating some of the most anti TERRFF voices, which is very bad for Trump ironically because he's trying

to save it. But the vibe right now is not one where Republicans are best poised to win because outside of genuine like maga sycophants, can you find a serious person who is defending the tariffs? No, we got. The closest we got was Oron and Orange. Yeah, yeah, exactly.

the Iraq War, and it was the Great Recession. You know, it was people coming out of college to an economic catastrophe and the way that set that set the entire generation back significantly in terms of being able to achieve the milestones that their parents had been able to achieve, you know, family and being able to get married and

being able to buy a house. Those sorts of things were all pushed into the future because of the economic calamity that met millennials when they were you know, just coming into the workforce and graduating from college, et cetera. And so if you have a similar dynamic with gen Z, I don't think they're going to be in love with the party that is in power while all of that is happening.

reduction in Boeing is two things. First of all, as of twenty twenty five, I quote, China accounts for twenty to twenty five percent of Boeing's global aircraft deliveries, So the flagship United States aerospace company just took a twenty five percent haircut on its overall delivery of corporate jets. So that's number one. Number two is that the Airbus stock is soaring right now, which further means that Airbus the major European competitor and frankly much better safety record.

Can we all admit that in the last decade or so is one that's going to be the major beneficiary. Meanwhile, the Chinese are also going to be pumping significant, even more amounts of the technology development into their industry at home. So this is an alignment against the United States. This is part of why I'm so upset about the quote implementation of all of these tariffs. In an ideal tariff regime,

we want Boeing to thrive. Boeing should be the flagship of America's industry in the way that it was in the nineteen forties and all the way through the nineteen seventies, before deregulation and combination and stock buybacks and all of that other it was a goal standard. It was like something that everyone could aspire to from a jobs perspective and producing and this is the best thing, the most

important in the best products. Already we've moved away from that, but despite legacy, of course, they're still able to develop and to pump out quite a few to be cut off in the interim. There is no plan by the government today to save Boeing. And look, I get it. You know, people are animist towards Boeing. We've talked about the whistleblowers, et cetera. We can still reform. It's still very important. We need an aerospace company. Can we all

admit that we need to fly people. You know, we can't be reliant on the Europeans and on the Brazilians to be shipping US jets that are flying us all over our country. Not possible in terms of any sort of defense industrial base. So this is the exact scenario where Boeing flagship American advanced manufacturing, the exact type of industry is taking a haircut as a result of the tariff, with no plan to actually help Boeing do anything in the future.

everybody across the board, et cetera. And so this is an opportunity also for China to give the Europeans something that is beneficial for them as well. At the same time, the tariff roller coaster is far from over. President Trump now, in addition to the exemptions of various high tech things that benefit like Apple and Nvidia, now he's also considering some possible exemptions with regard to the auto terrists.

terrrist plan is to reshore production. But that's been particularly difficult four car makers were, particularly when we're looking at the USMCA Complyiant Goods North America trade between Canada and Mexico, considering that car parts passed between the border so many times. So one, we have the current Canada and Mexico tariffs that are in place, but also those auto specific sector tariffs that went into place last month under Section two thirty two, where we saw a twenty five percent auto

tariff across the board. So it does appear that President Trump is opening up a little leeway here potentially for negotiations to get underway. We know that the Big three auto makers in particular, have been lobbying this White House for months. You'll a call during President Trump State of the Union address in February. He had said that they were in his office and they called him. That's when he announced that initial reprieve, but then ended up putting those tariffs on.

if these actually go into place. And so he hears them out and is potentially walking back temporarily some of the Oh but they're not exemption Soccer, don't worry some of the auto tariffs.

and we'll figure it out. Go ahead and put C three please up on the screen so you guys can see this. This is the week over week drop in ocean bookings fifty percent. Overall US imports down sixty four percent, Overall US exports down thirty percent, US imports from China down sixty four percent, US exports from to China down thirty six percent. That's just in a week. Okay, it could fall to one hundred inventory. Does anybody remember this little term called just in time delivery that we all

learned about during COVID? Did anything change? Does anyone want to tell me did anything change in the last five years? No, it didn't. It actually got worse. And so what does that mean? It means that we don't have like, we don't have stockpiles. We talked yesterday a lot about rare earth minerals, still a very important conversation. What did we learn from the rare earth mineral discussion is that American companies, basically because they run on a cash on a stock basis,

refuse to stock up. We don't have a supply chain, we have no refining ability, we have no ability basically to make up for this in the overnight way that China has cut us off from it. It will obviously have cascading effects throughout our supply chain. A lot of this stuff matters, especially for cars, for batteries. It's a full court press the Chinese. Again, I have to respect them and their competence. They know exactly where to hit us hard. The number one industry we care the most

about is aerospace advanced manufacturing. That's like gold standard for the defense industrial base. So what do you do? Screw you Boeing? Before that, semiconductors, make sure you cut off all the minerals that you need. There. Hope the South Koreans and the Japanese can bail us out. From who people I've spoken to, they have stock poles of their own, but they don't necessarily want to sell it to us. Now,

what do you do? Semiconductors and then cars? That was the final one for magnets and other things that are necessary. That is a direct attack by the way, at Tesla stock because they need those to be able to build all of the cars that they do here in America.

All three of the things are targeting the growth industries, the manufacturing industries, and the exact type of things that we can point to and say, this is how tariffs could be working and could be saving, and that's what they're attacking, and we have no policy right now to actually help any of it on the back end.

over his position with regard to these tariffs. Let's go ahead and take a listen, guys, this is C two to a little bit of how that went down.

The reason there's this exclusion is because we've been talking with the administration about how to make these tariffs work, and they've been working with us on that.

what are you going to do about it? And if you're just doing this chaotic terrorist are on, they're off, They're across the board, They're not across the board.

first term. I supported Biden's tariffs in his term. I would support something like that that is not what we're talking about. So I don't think you can afford in this time to ignore the rest of what is going on with these tariffs, because they are going to hurt that they are going to be a regressive tax on working class people. They're going to hurt workers much more

than they help workers. And the other thing is, you know, if you listen to Trump talk and I get into some of this day in my monologue, like he doesn't want to restore the nineteen fifties height of postwar manufacturing.

And at that time you had about fifty percent unionization in terms of factory workers, so you had a lot of labor power, you had an expanding social safety net, you had a post war global economy where the US was kind of the only game in town because so many other countries had been completely devastated.

direction of what you would want from American workers. And we already know because we've seen Stalantis already do layoffs as a consequence of this.

even the automakers don't know. They have to call their lawyers and be like, what's the guidance from the White House today? And then the next day Trump comes out like, actually there's no exceptions, and you're like, oh, okay, I mean, how can we do business?

did get eventually outsourced. A lot of them went to Mexico and or to China. Glow mobilization just ate away at it and at the and the worst part is they don't create the good products like they just their products are bad even today. And you can see, if you know, with respect to all these other car manufacturers around the world, like they laugh at them.

ben to buy it. And so yeah, we're in a tough spot here in our in our car industry. It's not good