The Chinese are going to try something. They've stepped up their cyber war against the US with zero response from us. They'll continue applying pressure to the Philippines and Taiwan. Expect them to also play games with critical materials the US needs. Trump should counter by declaring a "National Supply Chain Emergency" and issuing an exec order to remove obstacles from mining here in the US.

On the economy. Trump is going to kill Biden's regulations and return to what really fueled the economy in his first term - it wasn't just the tax cuts - it was a much more clear regulatory environment. The energy sector and its supporting industries will benefit first. Export any and all restrictions on LNG exports to go first, freeing up the US to supply the europeans and wean them off Russian Nat gas.

It's a race now. The Chinese have a plan that in 2027 they load up and start taking territory. If you want a crisis, that's going to be it. Can Trump get the Navy ready to fight over 4,000 miles of Pacific Ocean in time?

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