Saturday 25 November 2017

Advising Trump


So, what to do?

If I were advising President Trump, I would have just learned that General Flynn's lawyers were no longer communicating with any lawyers working for the White House or for Trump himself. This happens when the clients are adverse in interest - the clear implication is that Flynn is now cooperating with Mueller.

What follows is a blue sky exploration of what President Trump may want to do in order to slow the closing of the FBI's net around him and his administration. I say "slow" rather than "stop" because, short of firing Muller and his entire team or ordering Sessions to end their investigation, their work will go forward.

To start - the one thing that Trump cannot do is fire Mueller. He already already pulled the trigger on this option by firing Comey. If he does this twice, he would face immediate Congressional opposition from people in both parties. Still, he has plenty of other tools available to him.

Step 1 - Trump needs to pardon Flynn and his son NOW.

As noted, it looks like Flynn is cooperating with Mueller. Flynn would know potentially damaging information regarding how Russia attempted to influence the Trump administration as it was being formed immediately following that last presidential election. Specifically, it seems clear that Russia, through its ambassador to the United States, tried to have an impact on the formation of US foreign policy after the election by engaging Flynn after he was pegged to be the new National Security Advisor.

Of course, the Russians already had a burgeoning relationship with Flynn. It is likely that the Russians tried to use this relationship to try to influence the US policy on Crimea and Ukraine and the related embargo. If this was the case, it would show the first direct link between Trump and his new administration and Russian meddling. He needs to stop Flynn from cooperating, asap. And so, Trump should pardon Flynn and his son, who was party to many of the connections to Russia, asap.

Doing this destroys all the leverage that Mueller has over Flynn and his son stemming from what may be money-laundering somehow related to Reza Zarrab, a Turkish-Iranian businessman recently released from a US prison, in circumstances that suggest he may cooperate with Mueller's team to build a case against Mueller. See here...

https://www.cnbc.com/2017/11/16/a-turkish-businessman-may-be-cooperating-with-flynn-investigation.html

There is no question that pardoning Flynn will raise the ire of the bought Left-wing press in the USA. CNN will go apoplectic.

To cover this, Trump should argue that, unlike Manafort, Gates and Papadopoulos, Flynn has not been charged with anything, so there is no harm in pardoning him. He may also want to present Flynn as a struggling patriot, caught up in a web of Left-Democratic intrigue.

Of course, it is likely that none of this is true, but as noted in a blog on March 10, 2016,  "The New American Prince and the Necessity of Lying", not only can Trump lie to protect his interests and his administration, in the America of today, he must lie - he is actually expected to lie - in order to rally those who support him...his tribe.

Just as he got away with firing Comey, Trump would get away with a strategically targeted pardon. The Republicans would rally, the Democrats would be upset - nothing would change.

But Trump should only use this weapon once. If he were to pardon others as the Mueller investigation proceeds, especially if he were to pardon people who had been charged, his ability to lie and distort to cover this actions would be subsumed by the rising outrage that would follow. It is not that he can never use this, or even the power to fire people again, but short of absolute desperation, he should hold off after pardoning the Flynns.

2. Send Kushner and Trump Jr. out of the country.

Trump should immediately send his son and son-in-law out of the United States, specifically to a jurisdiction which does not have an extradition treaty with the United States.

These two men attended the infamous meeting with a representative of the Russian state on June 16, 2016, which, as has been noted in this blog, could easily be the basis of a conspiracy charge. They need to be put out of the reach if the Mueller investigation, especially as the ring of truth begins to close around them, and with that, the possibility that charges of any sort may follow with the type of conditions that Manafort now lives under - a.k.a. house arrest. They will not be able to avoid being questioned by Mueller's people even if they are in a foreign country, but if they were outside the USA, they could control the place for any such meeting, as well as its timing. It could take months for them to be questioned, and every delay helps Trump.

As with pardoning Flynn, Trump will have to provide a convenient excuse for this move. If he were to formally sever their ties with the Administration, this would afford him an opportunity to say they would be exploring new business opportunities in other countries, or that they need to take a break from the stresses of the work they have been doing on behalf of America - to spend more time with their families. Of course, this would be 100% bull shit....see above re: the necessity of lying.

Oh, I need to ask how is it possible that these two men are still in the White House given the investigation that is underway!? Is anyone ethical in the Trump Administration? The second they came under suspicion of something that could border on treason, they had to immediately recuse themselves from all responsibilities until their names were cleared. This should have been the very forceful advice from legal counsel. Are there any lawyers in the House!?

3. Push The Uranium One Investigation.

This is a grand diversion - the investigation of the Clintons and their dealings with Russia before Trump arrived on the scene. The Left-Democrats hate this and see it as a complete fraud. In fact, it is an almost perfect diversion, and it needs to be pursued with vigor.

Trump is under suspicion of having illicit contacts with Russia. The Uranium One issue is premised on the possibility that his opponent in the last presidential election and her husband had even more illicit dealings with the same people.

Understand, the point isn't to actually charge the Clintons with anything. It is to undercut the Mueller investigation by suggesting that the Clinton's misdeeds with Russia were worse than those of Trump, so why investigate Trump? Those on the Left who argue that there is nothing here may be inadvertently aiding Trump's cause.

The Uranium One issue also obviously strengthens Trump's claim to have been elected in a free and fair election by making his opponent look even more corrupt than he is. The main accusation is that Trump colluded wit Russia to steal the election. If Clinton was working with the same people, in even more questionable circumstances, every claim she makes to be aggrieved looks suspect.  

Pushing this issue also unites Trump's party around an issue they can use to fight the elections that will be held in less than 18 months. There is no question that the issues surrounding Trump have started to hurt Republican fortunes. It does this by causing Republican voters to stay at home, while pushing Democrats to come put to the polls. Having something to bash the Clintons with at election time will have a very good effect on voter turn out, which, in a country where less than 50% of people vote, is the the issue that actually decides every US election.

Finally, and most importantly, pushing this issue gives Trump the possibility of ordering Sessions to close down the Muller investigation at some point in the future.

He can't do this until there is a general sense that this is a "nothing burger". He is not there yet, and may never get there, but bashing the Clintons at least opens the possibility of closing down Mueller some day, especially if he able to drag this out as suggested by the tactics noted above, and he can show that the Clintons are actually worse than he is.

In short, the sentiment that "they are all evil" is his ticket out of this mess, as the apathy and hopelessness that such a sentiment evokes cannot possibly sustain the type of effort Mueller will need as the ring closes around Trump. Put another way, if everyone is evil, who cares?

Conclusion:

The strategy for Trump is simple - delay where he can, and undercut support for the investigation by focusing on the Clinton's misdeeds in the hopes of finding an opportunity to formerly shut Mueller down.

If Trump cannot shut down this investigation, he is done. Once his son and son-in-law are charged, and that day is coming, no one will support him and he will be impeached. Given the dire implications for him and his administration, he should use every tool he has at his disposal - driving his actions as close as he can to the line that is continuing Congressional support without actually going over that line.

Apologia - I don't actually want Trump to do any of the above - this is a purely hypothetical exercise. If I were really his advisor, I would tell him to recognize that he is manifestly unfit for office and to resign, now.

But sometimes it is "interesting" pretending to be pure evil. Hmmm...will this blog generate job offers?!

Image result for evil cat



 
















Tuesday 21 November 2017

Trump de jour

Mueller’s team is about to interview some high fliers in the Trump White House. This includes White House communications director Hope Hicks, counsel Don McGahn and Josh Raffel who is a communications aide to Jared Kushner. Other staff are also expected to be interviewed.

There is commentary amongst the chattering media that interviewing these people who are so close to Trump means Mueller is near the end of his investigation, and Trump will soon be exonerated. Ty Cobb, Trump’s lawyer, is apparently leading this narrative.

Well, I think not.

Mueller is likely trying to get these people on the record as soon as possible. I think that, like Papadopoulos, many of these people are shameless liars, ripe for the picking on later obstruction of justice charges to encourage cooperation as things start to come together. Call this the Martha Stewart strategy - she was not convicted of insider trading, but went to jail because she lied to the police about what she knew about an insider tip regarding IMClone stock.

The thing is, the cops interview people all the time. These people may just be arrogant enough to think they can put one over on them….just keep talking…


Sunday 19 November 2017

The Russia Collusion Thing

“No Collusion!”  This refrain is repeated constantly by President Trump and his media minions on Fox and in the print media. It begs a consideration of the links between his associates and Russia in and around the last presidential election in the USA.

I was going to do a blog on all the ties between Trump affiliated people and the Russians, but this has already been done. See here...

https://www.politico.com/magazine/story/2017/03/connections-trump-putin-russia-ties-chart-flynn-page-manafort-sessions-214868

This is over six months old, and other links have been revealed since then, but it is excellent - way better than anything I could do.

Here is an updated timeline of the links to Russia...

http://www.rollingstone.com/politics/features/a-timeline-of-the-trump-russia-scandal-w511067

In the face of a relentlessly compromised journalism in the USA, on both the Left and Right, some organizations are still just sticking to the facts. Thank goodness. There may be hope!

So what do we know?

While having a relationship with Russians is not a crime, given the depth and breadth of these links, it is simply impossible to not have concerns about Russian influence over President Trump and his entourage both before, during and after the last presidential election. Some of the ties were directly with representatives of the Russian state during the formation of his administration, and/or with Putin himself.  

Keep in mind that the US intelligence services confirmed months ago that Russia did engage in interference in the US presidential election.  Trump has recently said that he sides with them, conveniently ignoring the essential point that the conclusion that there was Russian influence may serve as an indictment of his election and his entire administration.  But what choice did he have - he runs the intelligence services now.  

With this in mind, the only issue for consideration is did anyone associated with Trump help the Russians interfere in the election?  Or, does any of this amount to collusion?

So far, this could be seen as mostly host of seemingly inconvenient connections that point in the direction of common interests and hoped for outcomes, and possible opportunities for cooperation and joint benefit.  However, it does go beyond this...there are many causes for significant concern, pointing directly to possible collusion.

Consider that one person has been convicted of lying to the FBI about these contacts - Papadopoulos - and two others continue to apologize for lapses in memory related to their Russian contacts - even when testifying under oath before Congress (Sessions and Kushner.)  This does not bode well for Trump.  People who have nothing to hide do not typically try to hide things.

We also know that there is a strong likelihood that contacts with the Russians influenced the downgrading of the Republican party policy on Ukraine - before such contacts the Republicans were considering a policy of arming Ukraine, afterward they were not at the insistence of the Trump campaign.

As well, there are apparent links to WikiLeaks, where many of the damaging e-mails regarding Clinton and her associates likely came from hackers who were linked to Russia.  If Trump linked persons knew that this came from hacking activities of a foreign power trying to influence a US presidential election, they had to call the police, not try to reap the political benefits.

Finally, and as has been noted in these pages, the crime of conspiracy to subvert a US presidential election in concert with a foreign power can probably be made out as a result of the meeting that Manafort, Kushner and Trump Jr, attended on June 16, 2016. They went to the meeting to do just that, and they received information, reviewed it, and handed it back with a view to possibly using the information to damage the Clinton campaign.  Understand - this is not research.  If it was in concert with a foreign government to subvert a US election, it is criminal activity in the same vein as treason. In my opinion, this act of reviewing material cements the crime of conspiracy as you usually need an act to accompany any conspiratorial plan. We shall see.

And so, the “smoking gun” hasn’t been found, but there are so many plumes of smoke spiraling skyward here that Smokey the Bear would have significant concerns that the entire forest is about to burn down.  

Stay tuned. Put out your campfires...
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Friday 17 November 2017

Blue Jays!!

What should the Blue Jays do???

They have some excellent young pitchers, a few average infielders and a couple of average young outfielders, plus Donaldson.

The other guys on this team are past their best-before dates. It is time to plan to have a full complement of competitive talent for two - three years from now - meaning, the young pitchers we have now who will still be good in two years, plus a host of new talent from trades and the farm system.  This means that if they are going to trade Donaldson - who is a free agent next year, so prime trade bait right now - than they need to realize that this means a rebuild, so they need to trade the rest for what they can get now as well.

If they try half-measures - trade Donaldson to try to be competitive next year - they will fail. This management duo has been coasting with AA's team, although getting Happ was brilliant, while losing Encarnacion was unforgivable.  

Management Lesson - if you don't make a guy an offer in free agency, he probably won't say yes.

They own what happens from here.

We are 103 days from the first Spring Training game.

Go Jays Go!

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Thursday 16 November 2017

Who's been buying?

The US stock market is massively overvalued by many historic metrics.

The Shiller Price/Earnings ratio has only been this high once since the Great Depression, and that was during the high tech bubble...

http://www.multpl.com/shiller-pe/

The Q Ratio also says that we are in uncharted territory....

https://www.advisorperspectives.com/dshort/updates/2017/11/02/the-q-ratio-and-market-valuation-october-update

So, with the market arguable massively overvalued, the question is….who has been buying stocks at these levels?

Here is the answer. It looks like much of the market’s price growth has been a result of companies borrowing cheap money, and buying back their own shares in the stock market, which has the effect of increasing the price.  See here…




And here….



This implies that much of the the trillions of US dollars that have been lent to Corporate America courtesy of historically low interest rates - the lowest in human history - to expand the economy has instead been going to pump stock prices, which, of course, fattens the pocketbooks of the people who own/manage those companies.

America is about to do new corporate tax cuts to spur investment, with no requirement that anyone invest any money in anything. Given Corporate America's preference for paying itself rather than investing, and given that these tax cuts could just as easily go as bonuses to the wealthy people who run these companies, is it fair to say that everyone should know at this point that this policy won't work?

This what type of cat?...

Image result for corporate fat cat

Tuesday 14 November 2017

What's Next Redux

On November 1, 2017....

"What is next? Here are the possible happenings, with odds…

...He asks the FBI to launch an investigation into the Clintons – 95/5. He badly needs a distraction - this will almost certainly happen."

See here...

http://www.foxnews.com/politics/2017/11/13/sessions-directs-prosecutors-to-evaluate-certain-issues-involving-uranium-one-and-clinton-leaves-door-open-on-special-counsel.html

A new Special Prosecutor may not be far behind.

Consider yourself suitably distracted.



Monday 6 November 2017

Thought de jour

Hmmm....like Papadopoulos, has Flynn already been charged and he has already entered pleas of guilty and been found guilty? The strongest case has always been against Flynn.  

In return to a lenient sentence against him (and maybe his son as well), has he agreed to be wired for the last few months, and especially over the last week with Mueller and his crew recording every word said to him by anyone who may see themselves implicated by the Manafort and Gates charges and the possible fall-out?

The Trump White House is up against a professional FBI man. I would not be surprised.

Image result for wired kitten

Flynn x 2? Mueller Bye, Bye?

Update -

Zero Hedge and the Guardian are reporting that Flynn and his son are about to be charged as part of the Mueller investigation.  

As well, a Florida Republican, Matt Gaetz, has called for Mueller to recuse himself from the investigations because he hasn't investigated the Clinton's and allegations of shading dealing with respect to Uranium and Russia, and because the related sale of a company called Uranium One to a Russian form. This is supported by Arizona Republican Andy Biggs, and Louie Gohmert of Texas.  

What to think?

Flynn could be pardoned by Trump at any time, with the President asserting that he hasn't been charge with anything so it would be a "nothing burger". Mueller needs to charge him if he wants to keep him "in the bag".

There is no way that the Republicans noted above would be proceeding on their own. Their called for the removal of Muller would have been done in concert with the White House.  If this doesn't work - and it won't as more Republicans want Mueller to continue - the possibility that Trump will fire him grows markedly.

Finally, the revelations of Donna Brazille regarding the Clintons and her time as the head of the DNC warrant front page news everywhere in America. They stole the 2016 nomination. They will try their hand at politics again - they are utterly corrupt, and regardless of Trump, the US press should be screaming this reality to all who will listen.

Today, CNN has two small front-page commentaries on this on their "politics" page among up to thirty such articles. Huffington Post USA has an article with Clinton staffers' (read the Clintons, who would have planted this) allegation that Brazille bought into the Russia narrative.



Wednesday 1 November 2017

What's Next???


Holy Moly, it has begun!!

So, here is the deal. I think The Donald is toast. I have thought that for some time. I predicted impeachment by end of the Summer…I missed. Late Winter or early Spring is possible.
Mueller has Flynn in the bag, which is why he was not charged. He now has Papadopolouos, who no one knew about. Manafort and Gates are on $10 Million bail, under house arrest…they will fold like a cheap suit hanging on a rack of despair.
What is next? Here are the possible happenings, with odds…
He fires Mueller – 50/50. That would be a fairly desperate move. Mueller was subjected to a massive round of slander and attacks related to the Clintons and Uranium the week before the Manafort charges – a preemptive strike. It didn’t work. That he was subjected to this is exceptionally disturbing.
He pardons everyone, especially Flynn who has not been charged yet, and maybe even himself – 60/40. This would also be seen as an act of desperation. His protests that this investigation is a distraction seem to be real, at least in his mind. I think the personality of this guy suggest he would pardon everyone in order to get on with the work of making American great again – work that he sees as synonymous with his own political success and survival. He is America in his mind.

BTW, does this sound familiar.... "did not have sexual relations with that woman, Miss Lewinsky. I never told anybody to lie, not a single time; never. These allegations are false. And I need to go back to work for the American people. Thank you."  The need to get back to work for the American people is a time-honored American political canard.
He resigns – 0/100. Not happening.
He asked the FBI to launch an investigation into the Clintons – 95/5. He badly needs a distraction - this will almost certainly happen.
Trump does not take advice. This matters because just about everyone around him would be telling him to not fire Mueller or pardon anyone, or risk immediate impeachment proceedings.
Again, I think he does see this all as a distraction. This implies that he may pull the trigger on some of the above options much soon than many people think to try to get his agenda moving again, especially tax cuts. He will not wait until things get more dire, so expect fireworks soon.