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@AlanTonelson "Japan LDP leader Sanae Takaichi probably the country's next PM a foreign policy hawk and a regular visitor to Yasukuni this year reportedly won't visit this shrine to Japan's WW2 leaders. Apparently seeking to avoid frictions with China & South Korea"
X Link @AlanTonelson 2025-10-17T02:50Z 5280 followers, XX engagements

"ICYMI my new RealityChek post reports that the venerable @FT pundit @martinwolf_ has just argued both that Trump's aim of eliminating the US trade deficit is "fraudulent" and that it will greatly boost the numbers of American manufacturing jobs. Yes you read that right"
X Link @AlanTonelson 2025-10-09T01:36Z 5279 followers, XXX engagements

"So in this new phase of the US-China economic conflict in which Beijing has weaponized its dominance over key national security-related goods partly due to Trump's tariffs the Supreme Court might strike down most of the levies Seriously"
X Link @AlanTonelson 2025-10-16T15:30Z 5279 followers, 7371 engagements

"Automaker Stellantis' incoming CEO "downplayed tariffs as a main driver" of its new decision to supercharge investments in the US. OK so maybe it was the Trump tax & regulatory cuts. And/or overall optimism about the US economy's future. (Along with some tariffs effect.)"
X Link @AlanTonelson 2025-10-16T17:51Z 5279 followers, XXX engagements

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X Link @AlanTonelson 2025-10-16T18:19Z 5279 followers, XX engagements

"Totally agree as I've recently written: & Cc @briangobosox @realKunalAShah"
X Link @AlanTonelson 2025-10-17T14:56Z 5279 followers, XXX engagements

"US corporate earnings season reported off to a "solid start." Even though Trump tariffs were supposed to squeeze margins"
X Link @AlanTonelson 2025-10-17T17:27Z 5279 followers, XXX engagements

"Another TSMC-related sign of progress in returning cutting-edge semiconductor manufacturing to the US: Full disclosure: I'm long TSMC"
X Link @AlanTonelson 2025-10-17T20:42Z 5279 followers, XXX engagements

"Tech titan Marc Benioff retracts support for Trump sending the National Guard to San Francisco. But apparently not his other recent pro-Trump remarks - including I fully support the president. I think hes doing a great job"
X Link @AlanTonelson 2025-10-17T22:07Z 5279 followers, XXX engagements

"Since the shutdown began (October 1) Trump's @RCPolling average approval rating has actually improved from being XXX pps under water to being down XXX pps today"
X Link @AlanTonelson 2025-10-14T16:15Z 5280 followers, XXX engagements

""Taiwan Semiconductor Manufacturing (TSM) said Thurs it will begin producing advanced 2-nanometer chips in the US sooner than planned to meet increasing artificial intelligence demand." So maybe it's got enough US-born STEM workers to produce high end semiconductors after all"
X Link @AlanTonelson 2025-10-16T18:19Z 5280 followers, XXX engagements

"Violence-obsessed Virginia Democratic AG candidate Jay Jones tonight: "I cannot take back what I said but you have my word that I will always be accountable for my mistakes." But he won't bow out of the race - so how will he "always be accountable""
X Link @AlanTonelson 2025-10-17T00:45Z 5280 followers, XXX engagements

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X Link @AlanTonelson 2025-10-17T00:45Z 5280 followers, XXX engagements

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X Link @AlanTonelson 2025-10-17T15:07Z 5280 followers, XX engagements

"The inflation comparisons from Feb. through Aug 2024 (pre-Trump XXX tariffs) & Feb. through Aug. 2025 (mainly post-tariffs): CPI 2024: +1.00% 2025: +1.12% Core CPI 2024: +1.36% 2025: XXXX% PCE 2024 XXXX% 2025: XXXX% Core PCE 2024: XXXX% 2025: XXXX% Tariff-mageddon"
X Link @AlanTonelson 2025-10-17T16:57Z 5280 followers, 1216 engagements

"Will anyone at the No Kings rallies condemn Biden for acting like a king by unilaterally deciding to ignore his duty to enforce US immigration law & opened the border to millions of illegal aliens including tens of thousands of convicted killers rapists & other criminals"
X Link @AlanTonelson 2025-10-17T17:13Z 5280 followers, 3321 engagements

""Trump tariffs bring Indias massive garment industry to its knees." Production way down unemployment way down wages slashed. Ya think this isn't going on in China too"
X Link @AlanTonelson 2025-10-17T21:39Z 5280 followers, XXX engagements

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X Link @AlanTonelson 2025-10-17T21:39Z 5280 followers, XXX engagements

"Another great catch by @Carney of the anti-tariff crowd missing the glaringly obvious"
X Link @AlanTonelson 2025-10-18T00:50Z 5280 followers, XXX engagements

""Bucking critics in Congress Wall Street enjoys a spectacular year raising money for Beijings champions." And when you raise money for China's champions you raise money for the CCP. Congress: This has to stop now"
X Link @AlanTonelson 2025-10-18T01:19Z 5280 followers, XXX engagements

"My new RealityChek post explains why the United States can't assume that because military force has just keyed diplomatic success in the Middle East the same recipe will help end the war in Ukraine"
X Link @AlanTonelson 2025-10-18T15:14Z 5280 followers, XX engagements

"What an insanely great point by @continetti on the Gaza deal: "Perhaps it was inevitable that Trumps instinct for challenging conventional wisdom found its greatest expression in a region encrusted with liberal guilt diplomatic pieties and multilateral claptrap.""
X Link @AlanTonelson 2025-10-18T18:52Z 5280 followers, XXX engagements

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X Link @AlanTonelson 2025-10-18T18:52Z 5280 followers, XX engagements

"No Kings protesters "wear costumes." No better way to show you're waging a desperate struggle for the future of American democracy"
X Link @AlanTonelson 2025-10-18T20:58Z 5280 followers, XX engagements

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X Link @AlanTonelson 2025-10-18T20:58Z 5280 followers, XX engagements

"ICYMI my new RealityChek post explains why the United States can't assume that because military force has just keyed diplomatic success in the Middle East the same recipe will help end the war in Ukraine"
X Link @AlanTonelson 2025-10-19T00:38Z 5280 followers, XXX engagements

"Unusually interesting claim by Treasury Sec Bessent in his interview with @SaraEisen: "This rare earth problem was decades in the making. Every past administration should be ashamed. President Trump tried to solve it in his last term and the environmentalists threw a fit.""
X Link @AlanTonelson 2025-10-15T17:46Z 5279 followers, 4510 engagements

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X Link @AlanTonelson 2025-10-15T17:46Z 5278 followers, XXX engagements

"My new RealityChek post explains why in recent days the case just got stronger that China's recent sweeping rare earths-related curbs are a desperation move"
X Link @AlanTonelson 2025-10-15T18:31Z 5278 followers, 1710 engagements

"This @FT column purporting to explain why the US can't extricate itself from the Middle East weirdly never mentions what critical interests the US is supposed to have in the Middle East"
X Link @AlanTonelson 2025-10-15T20:39Z 5278 followers, XX engagements

"Even after the Gaza deal NYC mayoral race front-runner Mamdani remains tougher on Israel PM Netanyahu than on Hamas terrorists"
X Link @AlanTonelson 2025-10-15T21:52Z 5278 followers, 2653 engagements

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X Link @AlanTonelson 2025-10-15T21:52Z 5278 followers, XXX engagements

"Big win for Trump if true. He "said Wednesday that Indian Prime Minister Narendra Modi told him that India would stop buying Russian oil a potentially significant move to further pressure Moscow over its war in Ukraine.""
X Link @AlanTonelson 2025-10-16T00:02Z 5278 followers, XXX engagements

"@JamesSurowiecki So the Court will defer to the executive (as is traditional & Constitutional) in this current clearly foreign policy/national security-intensive phase of the "trade war" but rule that Trump can't tariff Lesotho et al Or countries that transship China goods Nice try"
X Link @AlanTonelson 2025-10-16T16:00Z 5279 followers, XXX engagements

"Today India's foreign ministry says it's never heard about this conversation. But also noted that "New Delhi is working to deepen energy ties with the US." (Reporter's words.)"
X Link @AlanTonelson 2025-10-16T19:16Z 5279 followers, XXX engagements

"A totally weird Philly Fed manufacturing report for (early) October. Current activity index plunged XX points m/m to -XXXX. But new orders and confidence rose further into expansion territory and the employment read remained positive"
X Link @AlanTonelson 2025-10-16T20:18Z 5279 followers, XXX engagements

"Trump on his latest threatened China tariffs: They're "probably not sustainable you know it could stand but they forced me to do that." Strangest version of the art of the deal I've ever seen"
X Link @AlanTonelson 2025-10-17T15:07Z 5279 followers, XXX engagements

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X Link @AlanTonelson 2025-10-17T17:28Z 5279 followers, XX engagements

"Kinda buried in the below @qz report: "IKEA is accelerating U.S. production and lining up more domestic suppliers to dull tariff exposure.""
X Link @AlanTonelson 2025-10-17T17:40Z 5279 followers, XXX engagements

""China has purged the number two general in the Peoples Liberation Army and eight other senior commanders." Doesn't look like a great way to prepare to invade Taiwan"
X Link @AlanTonelson 2025-10-17T21:53Z 5279 followers, XXX engagements

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X Link @AlanTonelson 2025-10-17T22:08Z 5279 followers, XX engagements