In An Instant Trump Reordered The Global Geopolitical Map

By Eric Peters, CIO of One River Asset Management

“The future of the free world, Jake, depends on America being able to assert ourselves and our interests without apology,” said Stephen Miller, White House deputy chief of staff for policy and homeland security advisor, responding to CNN’s Jake Tapper.

“We live in a world in which you can talk all you want about international niceties and everything else, but we live in a world, in the real world, Jake, that is governed by strength, that is governed by force, that is governed by power,” continued Miller, in full pitbull, veins bulging, the post-war order dissolving before our eyes.

“These are the iron laws of the world that have existed since the beginning of time.” 

* * * 

“Yeah, there is one thing. My own morality. My own mind. It’s the only thing that can stop me,” said President Trump to a New York Times reporter in the Oval Office.

The Maduro extraction had been as flawlessly executed as it was audaciously conceived. New weapons and tactics were deployed, coordinated perfectly, cloaked in total secrecy. Russia’s S-300 anti-aircraft systems and China’s JY-27A stealth radar installations were blinded in an electronic flash, rendered utterly impotent.

The failure of such advanced hardware reordered the geopolitical map in an instant. Every short paranoid dictator and autocrat on the planet was simultaneously stripped bare.

Putin and Xi stared into their bathroom mirrors, breathed deeply, hearts racing.

Even America’s allies shuddered. Europe’s Ursula von der Leyen, grateful to be allied with the strongest power, dreaded the demand for tribute sure to come.

Trump recognized the window of opportunity that had opened at the very moment opponents expected him to transition to lame duck status.

“If we do not do it the easy way, we will do it the hard way,” he said, intent to close the largest real estate deal in American history.

“By the way, I am a fan of Denmark. The fact they had a boat land there 500 years ago does not mean they own the land. We will be doing something with Greenland - the nice way, or the more difficult way,” continued America’s Commander in Chief. 

And unlike April’s Liberation Day collapse, the S&P 500 hit new highs. Market breadth broadened. The trade deficit is collapsing; the unemployment rate declining. US productivity growth surged to an astounding +4.9% annualized rate, all reflecting the NEC’s blueprint.

The President turned his attention to affordability and military matters. Defense contractors will halt share buybacks. The government will purchase $200bln in mortgage bonds, rates hit 2yr lows. Private equity firms will no longer buy single family homes. Banks will cap credit card interest rates at 10%. The Department of War will boost spending by $500bln to $1.5trln.

And maybe all of it will happen, or none of it will. We simply don’t know, every utterance is just part of a negotiation with the most powerful man in the world, unleashed as never before, his popularity rising from the lows, racing toward midterms.