(((Alan Tonelson)))

Founder of RealityChek - a blog covering economics, national security, tech, & their intersections. Also checking in regularly on the general human condition.

[(((Alan Tonelson))) @AlanTonelson]

@Jackson80615S @jimgeraghty Thanks, Steve, and I agree completely about the pet projects and what they communicated about Trump's apparent priorities.

[(((Alan Tonelson))) @AlanTonelson]

.@jimgeraghty thinks there's a serious chance that the victorious Congress Democrats who ran hard on lifting all Trump tariffs (including on China) in return for nothing will crack down on Nvidia and tech export controls. Too funny.

[(((Alan Tonelson))) @AlanTonelson]

Link to above: https://t.co/2eFzf219xA

[(((Alan Tonelson))) @AlanTonelson]

"Germany’s Council of Economic Experts has urged Chancellor...Merz to curb debt-financed defence spending before soaring interest costs put unprecedented pressure on the budget." I guess shrinking the bloated welfare state was judged to be verboten.

[(((Alan Tonelson))) @AlanTonelson]

Link to above: https://t.co/3ncgfubvP1

[(((Alan Tonelson))) @AlanTonelson]

ICYMI, my new RealityChek post explains why export control problems at the Commerce Department may not have started with the current Nvidia-related charges.

[(((Alan Tonelson))) @AlanTonelson]

Links to above: https://t.co/9ZlMJcY86A & Time Series/Trend Charts associated with https://t.co/oK4BWDDoK9

[(((Alan Tonelson))) @AlanTonelson]

What on earth is Canada's envoy to the US talking about below? Under tariff-heavy Trump 2.0, US core capex has surged more than 10X faster so far than during the final comparable Biden period. And no, it wasn't all AI.

[(((Alan Tonelson))) @AlanTonelson]

Wouldn't "The Rise & Fall of Jensen Huang" or "The Temptation of Jensen Huang" make a great Hollywood movie?

[(((Alan Tonelson))) @AlanTonelson]

Link to above: https://t.co/mSJU6gd6PZ

[(((Alan Tonelson))) @AlanTonelson]

The latest sign of the US manufacturing revival under Trump 2.0: September machine tool orders set a new monthly record - topping $1 billion. Up 38% m/m and more than doubling y/y. But according to tariff opponents, this has zero to do with trade Trump 2.0's trade duties. 🤣

[(((Alan Tonelson))) @AlanTonelson]

Link to above: https://t.co/4GLpqawZIg

[(((Alan Tonelson))) @AlanTonelson]

My new RealityChek post explains why export control problems at the Commerce Department may not have started with the current Nvidia-related charges.

[(((Alan Tonelson))) @AlanTonelson]

Link to above: https://t.co/6EyYSjKVR6

[(((Alan Tonelson))) @AlanTonelson]

The US ‌midterms' results are "unlikely to ‌soften Washington's protectionist trade stance & may... increase uncertainty around tariffs, warned...a member of the influential German ‌Council of ⁠Economic Experts." Has he been paying attention? Or thinks Dems are blowing smoke?

[(((Alan Tonelson))) @AlanTonelson]

Link to above: https://t.co/DCslQtYkC4

[(((Alan Tonelson))) @AlanTonelson]

Looks like at least some of the victorious Democrats' plans for coddling China could go way beyond lifting the Trump tariffs in return for...nothing. HT @scott

[Nicholas Wu @nicholaswu12]

New - Some Democrats on the House Foreign Affairs Committee are encouraging leaders to scrap the China committee

Ami Bera: "we’ve already got a Foreign Affairs Committee, we’ve already got the Subcommittee on Asia and the Pacific..."

w/ @Eleanor_Mueller
https://t.co/nhHKcqBrwc

[(((Alan Tonelson))) @AlanTonelson]

Thanks as always to all our veterans. We all owe you so much.

[(((Alan Tonelson))) @AlanTonelson]

Link to above: https://t.co/TZmTdVOBD8

[(((Alan Tonelson))) @AlanTonelson]

More fun hijinks from illegal aliens who came in during Democratic presidents and let loose onto the streets by judges: This past week's accused attempted jetliner hijacker and bomber.