Ian Welsh

The horizon is not so far as we can see, but as far as we can imagine

Category: Trump Era Page 1 of 17

The L.A. Riots/Protests & the Paradox of Protest

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On June 9, 2025

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The Course of Empire by Thomas Cole

The Course of Empire by Thomas Cole

So, there were protests in L.A. over Trump’s immigrant removal strategy, some turned violent, and Trump is calling in the National Guard and talking about using the military.

It’s worth pointing out that Trump has deported less undocumented immigrants than Biden did over comparable periods. But this isn’t about deportation, as such.

What it is about is Gestapo tactics: Sending people to torture prisons without due process; wearing masks and refusing to show badges or warrants; giving ICE the right to create its own warrants without judicial oversight (clearly unconstitutional), and; seizing people who are showing up for meetings at immigration facilities or immigrant courts.

It’s not what Trump is doing, it’s how he’s doing it —- in the cruelest, most lawless, and unconstitutional way possible.

The message is, “We can do whatever we want, and you can’t stop us.”

Thus, the protests, and, thus, Trump escalating immediately to the National Guard (i.e., military force –that’s what the Guard is. Military.)

Protestors are caught in the paradox of protest in a fascist state: If you don’t protest the powers that be, they assume they’ve gotten away with it and will escalate. If you do protest, they use that as an excuse to escalate.

(Forget the whole violence / non-violence thing. That’s just another excuse.)

The US isn’t a meaningful democracy, and even oligarchic elites who aren’t Trump-aligned are under assault right now, as in the case with Harvard.

The choice is to bend the knee or fight. But ordinary people, especially immigrants, unlike Harvard-aligned elites, don’t have much to fight with. All they can do is put their bodies on the line.

At which point, those bodies will be assaulted, locked up, and otherwise abused, because cruelty with impunity is how the fascist right shows its power. Again, “We can do anything we want to you, and you can’t stop us. No one can.” It’s a toned down version of what Israel does to Palestinians.

There are three ways to go.

  1. Keep throwing bodies into the grinder and pray that the legal system still works with a stacked Supreme Court.
  2. Give in. Hide, stop protesting, and go with the legal attempt.
  3. Move to real violence, which this is not.

The police and National Guard have huge, easily-exploited weaknesses if anyone does decide to get serious, and there are plenty of people in immigrant and immigrant-adjacent communities who have the necessary experience and skills to exploit those weaknesses.

Of course, if real violence is used, Trump and his allies will escalate even more. At the extreme end, part of the country turns into “no go” zones, and the monopoly of force is broken. This is more than possible: the US is huge, their military is overrated, and their police are weak and have been trained to be cowards.

Trump’s trying to bring Americans to bridle. Some are already there, the natural fascists, the people who would have signed up with Hitler as soon as they realized he was serious and stood a chance.

But others? Others need to feel the whip.

So, will Americans kneel, then fall to their bellies? Will the legal system and the constitution work? Or will this escalate until the US is a failed state?

***

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“Art of the Cave”: Trump Walks Back China Tariffs For 90 Days

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On May 12, 2025

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Well, maybe. Who the hell knows what he’ll do. Anyway, tariffs are back to 30% on China and 10% on America.

This is exactly what China demanded, for tariffs to go back to what they were before April 2nd.

There will still be a two month trade burp. Ships weren’t leaving China for the US at all, literally zero. Lot of freight companies are about to make a mint, though. So expect some shortages, but nothing worse than Covid, and hopefully lasting less time.

The fundamental problem remains, however, which is that there’s no certainty around any of this, so business people can’t make long term plans, including plans to build or relocate manufacturing. Trump and the US can’t be trusted to stay steady on policy, so avoiding making big plans involving the US makes sense.

The Great Power picture is clearer, however. The US tried to impose its will on China and failed. China wouldn’t negotiate till its pre-conditions were met. The world has two great powers, with the EU bidding to become the third (I think they’ll fail, but that’s what the rearmament is about.)

And, in economic terms, China is by far the pre-eminent great power. It isn’t even close. The era of American hegemony is officially over. The US tried to impose its will on the world and failed.

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Turns Out You Can’t Make A Deal With Trump (University and Law Firm Edition)

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On May 7, 2025

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The NYTimes writes:

Columbia University, for example, agreed to concessions that included imposing new oversight over its Middle Eastern studies department and creating a security force empowered to make arrests. But that was not enough to restore the more than $400 million in grants that the Trump administration had canceled, or to prevent the administration from making even more demands.

Law firms like Paul Weiss, which thought they had escaped punishment by agreeing to do pro bono work for uncontroversial causes, discovered that Mr. Trump saw their agreements as a blank check for them to do his bidding.
As my colleagues have reported, the law firms discovered that they had agreed to deals that “did little to insulate them from his whims.” One expert at Yale Law School said the “administration seems to think that they have subjected these firms to indentured servitude.”

As I wrote April 11th:

Trump operates on two simple rules:

  • For me to win, someone else has to lose; and,
  • If someone capitulates to my demands, I can still get more.

If you give in to Trump, he will be back.

…

Trump’s been going after both Big Law and the Ivies, and so far most, though not all, have given in. Four major “white shoe” law firms have offered 340 million in pro bono work for Trump’s causes and promised not to oppose him.

All of them are idiots. Trump is a bully and a blackmailer. You can never “pay off” a blackmailer. They will always come back to the well for more.

And these are some of the most important, powerful and “smart” people in America. They’re morons. Much as I despise Harvard, they at least had the balls to stand and fight. It’s not out of any great principles or anything, they’re still pro-genocide scum, they just aren’t willing to give up their power.

Everyone’s getting this now. Finally. Domestically and externally. Even Japan is threatening Trump with selling Treasuries and standing with China in demanding an end to all tariffs before further negotiations.

On April 17th, I wrote:

I think the odds of significant elite opposition are high. They don’t want to, but Trump has backed them into a corner. It’s fight or exit the elites.

This is going to be a nasty fight. Trump’s weaponization of the immigration system and presidential orders, especially dubious presidential control over spending means he has powerful weapons, including the threat of deporting citizens to prison camps for life.

The fight is developing and the New York Times is the mouthpiece for elite opposition. Trump’s polls are shit, he’s failed to get a peace between Ukraine and Russia and the full tariff effects will start smashing Americans into the dirt in about a month.

Meanwhile Trump’s allies, like the tech bro faction, are not doing well. Tesla is doomed and most of the rest are betting vast sums on AI, which loses money with every single query, even from paying customers and where hallucination rates are increasing, not decreasing. Meanwhile China is working on new types of semiconductors and will soon be independent of Western semiconductor tech, just as ASML’s CEO warned.

Trump is a living embodiment of the “Peter Principle” that people rise to their level of incompetence. He’s going to be more unpopular than any President since Hoover and he’s taking US hegemony, and likely even prosperity, with him.

This blog has always been free to read, but it isn’t free to produce. If you’d like to support my writing, I’d appreciate it. You can donate or subscribe by clicking on this link.

Yes, If You’re American There Will Be Serious Shortages Starting In About A Month

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On May 6, 2025

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Effective tariffs are over 100% on most goods coming in from China. Everything from medicine to toys to machine and electrical parts will start running out soon. If your air conditioner or fridge breaks, the parts necessary to it may not be available. America doesn’t make these parts, and it’s endless. For example, magnets used in appliances.

So, yes, if stock up if you can.

No way of knowing how long this will go on for, and it’s worth noting that some factories in China have just shut down, period. You’d think they’d move production to other countries and some are trying, but since Trump has declared his retard trade war with entire world, and since he’s completely fickle (he just put a 100% tariff on films, claiming national security, which isn’t even allowed for films, but who knows) decision makers are reluctant to re-shore to other countries. Trump might have another one of his distempered starts and tariff them.

Anyway, even after the trade war ends, which I suspect it will, prices will be higher and supply for some products will be thin, but unless you’re an insider in a particular industry it’s hard to say which ones. Setting up production in the US takes time, sometimes years, and, again, because Trump is so fickle, hardly anyone is willing to invest. Ironically if Trump believably said “it’s going to be 100% on everyone forever”, that would in some ways be better than the current situation, since at least people could make decisions and invest.

Note also that even if the trade war ended tomorrow, the pipeline has been disrupted and there’s at least a two month gap to overcome.

So, rocky road ahead if you’re American. Stock up, strap in, and pray.

This blog has always been free to read, but it isn’t free to produce. If you’d like to support my writing, I’d appreciate it. You can donate or subscribe by clicking on this link.

Harvard Decides To Fight And America’s Elite War is ON

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On April 17, 2025

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So, Trump sent a bunch of demands to Harvard, which basically amounted to “we run this university now.” In the wake of his demand that Columbia submit to a consent decree, Harvard decided to fight and is trying to rally other universities.

This isn’t about free speech or any civil liberties values. Harvard was happily crushing Palestinian protestors. The issue is power: Trump wants to take power away from the people who run it now, and they aren’t willing to give it up.

This comes back to the simplest problem in negotiating with Trump: you can’t actually cut a deal, because he’ll always come back for more. American elites are beginning to realize that they can’t conditionally surrender: they can’t give Trump some stuff and expect to be otherwise left alone.

I think the odds of significant elite opposition are high. They don’t want to, but Trump has backed them into a corner. It’s fight or exit the elites.

This is going to be a nasty fight. Trump’s weaponization of the immigration system and presidential orders, especially dubious presidential control over spending means he has powerful weapons, including the threat of deporting citizens to prison camps for life.

But Trump has moved into “beyond a fuck-up” territory. He’s moved too fast and made too many enemies too fast, both domestically and internationally. He’s turned allies against him, and made everyone scared.

That’s not smart. The rule of purges is to do them fast, yes, but that once you’re done, you’re done. And when you make deals you need to keep them. No one feels safe, but they haven’t given up their power yet.

Worse, Trump is almost certain to lose Congress in the mid-terms. I’ve never seen a President more likely to be impeached, because he has made it “me or you”. Non-Trump aligned elites will go for his throat as soon as they can, and he’s turning a lot of elites who were pro-Trump against him with his “trade” policies.

American elites wanted to give in to Trump, but he’s forced them into a corner, and like the rats they are, they will fight when threatened with loss of their own power.

So buckle in and buckle up, sunshine. It ain’t over till it’s over, and it’s far from over yet.

 

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“The Chief Justice Has Made His Ruling Now Let Him Enforce It”

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On April 14, 2025

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So, basically, the Supremes ruled 9-0 that Trump had to obey a lower court when they court said to return Abrego Garcia, whom Trump sent to prison in El-Salvador, who is not a gang member as Trump claimed.

This case is wrong in every way:

  • It’s not legal to send someone to another country’s prison;
  • The ICE agent who said the hairdresser was a gang member was kicked off the cops for dishonesty, then got a job with ICE;
  • There was no due process before the hairdresser or any of the other kidnapping victims were sent overseas, many of them are clearly not gang members;
  • ICE is making arrests wearing masks, not showing ID and grabbing people off the street into unmarked vans. Straight up Gestapo shit.

But what’s particularly offensive is that Trump is saying “I can’t get him back” at the same time as El Salvador’s President is claiming “I don’t have the power to return him.”

This is “I’m telling the sun is pink, with blue polka-dots” level bullshit. Everyone knows they’re lying. This, alone, should lead to impeachment, the sheer fucking insult of such an obvious lie. And every newspaper and news show should be leading with “President Lies.”

Next is the simple fact that legality aside, even Trump has admitted the guy is not a gang member and that they made a mistake. Anyone with even the faintest scintilla of decency would arrange for his return.

Assuming there is a “plan” here, and that’s always questionable when dealing with Trump it is obviously to put the President entirely above the law: what he’s doing is illegal, he’s lying to everyone’s face, the Supremes have ruled against him 9-0, and everyone knows he’s punishing an innocent man. His administration has said they want to start deporting citizens in the same way.

“I can do anything I want and you can’t stop me.”

The obvious next play from the judiciary would be contempt rulings and to start locking up administration members for perjury, which would cause an obvious constitutional crisis, but the US is already not a Constitutional Republic at this point. I can’t even count the number of actions Trump has taken which should lead to impeachment. Due process and the first amendment are clearly dead-letter, he’s violating separation of powers repeatedly and his unilateral shutdowns of Congressionally mandated departments and programs are 100% un-Constitutional. He doesn’t have the right to change Congress’s spending decisions that way. Oh, and he’s publicly blackmailing law firms and universities “do what I say or I’ll hurt you.” Publicly bragging about it.

His tariffs are all based on “national security” clauses allowing the President to declare tariffs, which is, again, obviously bullshit, though it’s also true that Congress is entirely complicit, since they could take that power back. (It shouldn’t be possible for one branch to delegate powers to another branch. The founders never intended for the President to be able to declare war, for example.)

But really, it’s the “sky is not blue” lying that is most offensive to me.

“The Party told you to reject the evidence of your eyes and ears. It was their final, most essential command.”

– George Orwell, 1984

 

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There Are Only Two Ways To Handle Trump’s Threats

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On April 11, 2025

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Trump operates on two simple rules:

  • For me to win, someone else has to lose; and,
  • If someone capitulates to my demands, I can still get more.

If you give in to Trump, he will be back. The latest “victim” is Colombia University. They’ve given in to Trump (and Biden) repeatedly, crushing anti-Palestinian protestors, adopting an extreme definition of anti-semitism, kicking multiple students out, executed a partial ban on wearing masks, and are to have security with arrest rights so they can crack down further on students who protest genocide.

After all that:

The Trump administration is considering placing Columbia University under a consent decree, according to a report by the Wall Street Journal, a dramatic escalation in the federal government’s crackdown on the Ivy League institution…

…The university has already accepted a series of changes demanded by the administration as a precondition for restoring $400m in federal grants and contracts the government suspended last month over allegations that the school failed to protect students from antisemitism on campus.

Needless to say, Trump hasn’t restored that 400 million.

If you give in to Trump without fighting, he assumes that there’s more left on the table. And since you’ve proven you won’t fight, he expects you won’t fight next time. He’ll keep doing this until you do fight, because that tells him how much you really have to give.

Trump’s been going after both Big Law and the Ivies, and so far most, though not all, have given in. Four major “white shoe” law firms have offered 340 million in pro bono work for Trump’s causes and promised not to oppose him.

All of them are idiots. Trump is a bully and a blackmailer. You can never “pay off” a blackmailer. They will always come back to the well for more.

You have only two choices if Trump comes after you:

  1. If Domestic, fight.
  2. If foreign, and he’s only threatening, tell him to pound sand and ignore him. If he does something, retaliate.

Trump’s not all powerful. The Supreme Court just ruled 9-0 that he has to return someone they sent to prison in El-Salvador. He’s reaching as far as he can to see how much he can get, that’s all. If you give in, “how much Trump can get” will be as much as he can take. If you fight, he’ll often just go find someone easier to take on and if he does choose to throw down, you stand a good chance of winning because he’s a bully, and at heart he’s a coward. He has no real plan, no real beliefs: there’s nothing he’s willing to go to the wall for except, perhaps, to remove people close to him who fail in their primary duty as a sycophant.

This is especially pathetic in the case of Big Law and Ivies with massive endowments. They can fight and doing so will be good for them in the long run. For law firms it shows that they have guts and no one wants a gutless lawyer. For Ivies it shows that they actually believe all that crap they spew about academic freedom.

Bear in mind that Trump’s power is a fleeting thing. He’s very likely going to lose the House and probably the Senate in 2 years and he’s done in four. There’s a small chance of him managing a coup, and a good chance he’ll try, but his antics are making him noxious not just to the citizenry but to huge chunks of powerful financial and industrial elites. Odds are he’s got his one term, and his health is bad enough that he may not even make that, though I suspect Vance would in many ways be worse.

But, again, if you give in to Trump without a fight, you’re telling there’s more he can get from you.

So fight.

 

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America Is Trying To Form An Anti-China Trade Bloc

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On April 10, 2025

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Trump backed off on most of his tariffs after Japan sold a ton of bonds and he panicked. He replaced most of the tariffs with a blanket 10%, and kept tariffs on China and Canada (because those countries had counter-tariffed the US, supposedly.) Now the report is that what US negotiators are demanding is that in exchange for avoiding US tariffs, other countries tariff China.

It should be noted, first, that China will not back down. The way Trump is framing this is “China will come to us” and sub-voce “beg” and that’s not happening, it would be a massive loss of face for Xi and for China and China is a “face” society. So massive tariffs on both sides will continue unless the US makes the first overtures and in a face saving way. The US rates on China are 125% and the Chinese rates on America are 85%.

These are nuclear levels and are going to bring trade damn-near to a halt. China has also put export bans on a number of companies for “dual use” techs: in practice, they’ve hit Lockheed and Boeing (big military aviation companies) so hard that I’m not sure those companies will be able to build planes, the supply chain is that China-centric and there are no alternatives.

(Aside: the criminally minded will be scrambling to smuggle into the US, and fortunes will be made, as they were during Prohibition. Those who wish to reduce criminal risks can just import Chinese goods to Canada and Mexico and sell them to whomever. “I don’t know officer, I don’t ask them why they want all those machine parts. Not my business.”)

It’s hard to say how this will play out, because:

  • Lots of western countries have a hate-on for China. European and Canadian politicians, early on in Trump’s regime, had suggested “why tariff us, let’s go after China together!”
  • But… that was then, and this is now. A lot has changed in three months. No one trusts Trump to keep deals any more and China is looking mighty stable. Even if you’d really rather do business with the US, like Europe, can you expect any deal to be kept?

I’m genuinely unsure how this will play out. My personal preference would be to tell the US and Trump to pound sand: they don’t keep their deals, so you just can’t do business with them no matter what the theoretical case is. (That case is mostly that it’s hard to compete with China, their goods are so cheap, whereas the US is sclerotic so you can sell them stuff, especially if they’re in a trade war with China and can’t buy cheap: charge them 2x as much and still come in under!)

If Trump had gone for this as the start, he would have gotten it. Canada and Europe would have fallen over themselves to join in. Now? Not so sure.

There’s a lot of “Trump is a genius and there is a PLAN” going around in MAGA circles. Bullshit. If this was Trump’s actual goal, what he did made it harder to achieve rather than easier. What actually happened is that Japan jerked the bond market’s chain and Trump backed down and is trying to pivot.

It’s not a completely stupid pivot, the West isn’t competitive against Chinese manufacturing, and one way to deal with that (a bad way, but still a way) is to just cut China out of Western markets and sell over-priced goods to each other.

Years ago I said that the way geopolitics were playing out was leading to a “New Cold War” — there’s an entire category on this blog, just on that.

Crunch time has come and we’ll see if it happens, and who’s on each side. Trump’s made America’s chances of putting together a strong coalition far weaker than they should have been, but anti-China fear and a refusal to end rentierism in the West mean that we can’t, actually, compete against China, so there’s still a strong temptation to form that anti-China bloc.

If so, we’ll be the weaker side, as the USSR/Warsaw Pact was last time and we will lose the new Cold war, falling further and further behind technologically and watching as the Chinese enjoy goods we can barely even dream of, just as was true of the late Soviet Union.

Everything, and I mean everything, will be sacrificed to keep the oligarchs in power, keep making them richer and keep the flow of unearned cash pouring into every rich person’s orifices.

Update: Seems that the EU and China are in talks to end EU tariffs on electric vehicles. That sound you hear is Elon Musk puckering up to kiss his ass goodbye.

You get what you pay for. This blog is free to read, but not to produce. If you enjoy the content, donate or subscribe.

 

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