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Bill McCormick
Washington DC area
CEO of a 40 year old Executive Search Firm
Interests: Golf, Politics
Recent Activity
WHEN TRUMP CAN'T WIN with the media he has no reason to worry about what they think. At this point he has destroyed ISIS; instituted sanctions on Russia, Iran, North Korea; bombed Syria; sent Iran back to the nuclear negotiating table with Europe; levied steel and aluminum tariffs on Europe, China and NAFTA; met with North Korea; strengthened immigration barriers, appointed a conservative Supreme Court judge and hundreds of lower court judges; changed the head of the Fed; removed the mandatory participation in the Affordable Care Act; reversed the policy on Cuba; removed hundreds of regulations; passed a new tax plan for corporations and individuals; repatriated Trillions of overseas dollars; and set a pace of work that no one has ever seen before in a public service employee. The result of this? Media disparagement. Congressional disagreement. Democrats in a 4 corners defense agreeing with nothing. Republican old guard shell shocked. World leaders publicly outraged while they continue to negotiate in closed door sessions. Meanwhile the economy is on fire. He is putting people to work who have been embedded in 2-3 part time jobs for 8 years. He is bringing back to work people who for years have been counted as uninterested in work. He is bringing back to work seniors who were "too old" to hire. He is giving opportunity to work to Hispanics and African Americans. He is slowing the 31 million immigrant migration into America's social service and education system. Democrats and economists are amazed with the number of people still filling jobs while the "so called" unemployment rate is nearing all time lows. People want dignified work and will come off the safety net given the opportunity that capitalism offers when unconstrained. You will note that last night he threatened more tariffs on China. Today North Korea's leader is in China once again You think the Chinese are not "guiding" him to the table with Trump? The President wants these closed door negotiations to progress at business pace not the government's. He wants deals. He is not in the business of waiting. And, if "warning shots" provide the messages he needs to get action then he does not worry about the media, the Democrats or the "old guard" Republicans reactions. By the way as you listen to the cries of foul about the separation of children and parents at the border from opponents, consider what we do when we put parents and children in prison for breaking laws? Any different? Shall we allow parents to have their children in prison with them? Lead, follow or get out of the way. The Chinese leader knows exactly what Trump knows. This is likely about the North Korean leader, the intellectual property theft as well as the imbalance of trade. Don't be surprised if you see a North Korea treaty, a renegotiated Iran agreement, a new NAFTA agreement, a trade agreement with China and the EU in the months ahead. Whether the media likes it or not.
GETTING USED TO TRUMP--Contined 6. He has pressed the immigration issue. The wall. Sanctuary Cities. 7. He put unbelievable pressure on North Korea. He used China to do it. Mixing tariffs in to get leverage. He did a successful ICBM warhead defense test over the Pacific. He got their attention. 8.He dumped the Pacific trade agreement. Then went on to issue tariffs on China. The trade war has never happened. 9. He cancelled the Iran agreement and now Iran is talking to NATO. Germany and France visited him prior to the announcement. 10. He moved the embassy to Jerusalem. Israel is happy. Others will follow. 11. He told the NATO guys to pay up and they did. Then he gave them Tariffs on Aluminum and steel. Time to open Europe's markets to US goods? 12. His probusiness actions, trade leveraged negotiations and pushes on the Hi Tech community actually provide some hope for the working men and women of the country. Almost seems like a Democrat. Blue collar American put him in there and it is unlikely that they are unhappy with their choice at this point. 13. A woman leads our UN team. A woman heads the CIA. A woman speaks for him to the press. Women might wonder why they should not support him. So, will he be able to rally the public to support him in the midterms? Maybe. The rednecks and blue collar guys are hard to drive to the polls. Eight years of Obama followed by the fear of Hillary did it. A bigger question is what is the reason the Democratic base should not stay home and support him? Probably the worst nightmare for the Democrats will be an attempt by Mueller to impeach him. That would bring out the boys again.
GETTING USED TO TRUMP: Difficult as it may be for Democrats to accept and even social minded Republicans the American public seems to be getting used to Trump. His Warning Shot style of beginning negotiations with some outrageous threat of retributions for noncooperation are beginning to being seen as "just negotiations" by the public. Now the media and talking heads are still all over the "dangerous behavior" of the "devil" President. And, the media continues to predict the world will end with every "warning shot" he fires. We are beginning to see the difference between diplomats/ Bureaucrats and business leaders is the way they negotiate and the speed with which they make things happen. Bid and proposal is for the most part the way of the government buy goods and services. Formality and Process is the way to negotiate international agreements. In business alternatives are the key. Leverage is the key. Game strategy is used. Urgency is expected. Lead, follow or get out of the way is a famous motto. Loyalty is demanded. You are with me or you are out of here. In government that never happens--until now. Leak something and "you are fired". Disagree in public after the decision is made and "you are fired". Since Eisenhower's affair in WWII the public doesn't care. The public considered "Tricky Dick" one of the most effective Presidents in Foreign Affairs despite his Watergate dismissal. The public quickly fired Jimmy Carter when he failed to bring home the hostages. Reagan bombed Qaddafi's house, fired the Air Traffic Controllers and took out Noriega without public outrage. So now the public has been shocked over and over with Trump's warning shots and then observed: 1. He took on Obamacare. The congress stalled it. He did away with mandatory coverage and cut his losses. 2. He daily dismantles regulations. 3. He quit NAFTA then did not. Then when the negotiations stalled he put on tariffs. Mexico and Canada are at the table. 4. He bombed the airport in Syria. They used chemicals again and he bombed a lot more. 5. He passed tax reform for both individuals and corporations and repatriated the overseas cash. Continued in next comment
SENATOR HARRY REID Many of us have been influenced in our thinking over the past 40 years by my friend Senator Harry Reid. This influence has ranged from intellectual thought to furious reactions to his behavior as a Politician. Many questioned his veracity and his intent. For me it was easier to interpret his motives and actions for two reasons: First, I have known him personally for more than 45 years and that allowed me to understand what he believes, where he comes from, what influences him, his moral values and his integrity. He is a fighter, he is a brilliant strategic thinker, he cares about the "little guy" in America and he cares about the America we will leave to our grand children. Second, as a Republican business owner I have had the opportunity to confer with him and debate with him on many, many issues throughout the years. So I know how hard he fights for what he believes. And, I know how carefully he listens to the views of others. If you can make your case sufficiently then Senator Reid will change his approach. But, anger and emotion will not do it. You have to be logical. I found his ideas on what America needs and mine were pretty close. Our debates were always respectful and for the most part more about ways to get to the outcome we wanted rather than the final objective. They were debates I enjoyed. And, he is a man who served us most of his life and always had my respect no matter how much he frustrated me. When a group of this blog community came to visit Washington DC, and knowing full well most were conservative Republicans, Senator Reid, Majority leader of the Senate and arguably one of the 3 most powerful men in the USA, took his time at my request to visit us at our location. That personifies the man he is. He was very gracious, even in the den of the Lions. Now, having recently lost an eye and less than 2 years into retirement, he is fighting once again. This time against cancer. If you can win this fight, he will. Whether you agree with him and his tactics or not, please keep him your thoughts and prayers. He worked for us all and still is.
DISRUPTION as a Political Strategy. As Amazon continues to disrupt (some would say destroy) much of America's retail (soon to be many) businesses, we see a new strategy of disruption spread to most market. The strategy seems to be to take advantage of the availability of large sums of Angel capital followed by even larger sums of public capital to develop pricing strategies with negative margins to gain market share at the expense of profit making businesses until economy of scale allow small margins to be achieved which in the end add up to enough total profit to make investors willing to bet that the future will bring larger margins. As such the stock value is driven higher and higher despite price to earnings rations in the hundreds. The rising prices allow more and more capital to be raised to continue, even accelerate the strategy and expand the target markets to disrupt. Ironically, this strategy is producing similar results to the overseas movement of US industry overseas to undercut the US producers in the days of our youth. Instead of empty factories and unemployed steel workers, today we see empty retail stores. Technology companies are taking aim at every segment of American business and using the internet, software and computer networks to attract the capital and launch their disruptive strategy. There are many wrinkles. So be it. Americans are in shock as they experience this business place war. Truck drivers can see it coming with driverless trucks and robots to unload them. So can cashiers. Military pilots and foot soldiers as well. 2 or 3 more years and we will clearly see the effect of the internet of things advancing inside offices of most of us. Enter "the Donald". He disrupts the political world. He has no rules. Not even polite behavior. He picks fights as an opening position in negotiations. He always seems to throw the first punch. He scares the "hell" out of most Americans as he takes on everything we have taken for granted since we won WWII for our friends and rebuilt their countries for them. For 70 years we have paid their defense bill at the expense of our infrastructure, our education system, our healthcare system and our drug treatment programs. Not only did we do all that, but we gave up our per family income as we tolerated our jobs going overseas, our balance of trade shift our dollars overseas to return as investments in US bonds and ownership of US companies. Our allies taxed our exports with unfair tariffs. We did all that under the watch of both parties. But, it was accelerated under President Obama. And, the result in the culmination of all this was the rise and election of President Trump. He is the political equivalent of the disruptor. He is in a hurry to get on with it. Lead, follow or get out of the way is a well known management saying. He personifies it. Not many of us like the disruption of our businesses. Now we have the political disruptor. If just a few of each political party stop defending the "old way" that gave us "stalemate" and join him then things will get done and problems will get solved. Stopping him is not going to be as easy as it is to filibuster your way to stalemate. Why is anyone surprised this came about?
Toggle Commented Mar 21, 2018 on The State of State at Right in San Francisco
HOW IS TRUMP's ECONOMY? As I am sure you are beginning to feel the atmosphere of confidence is growing day by day in American businesses and consumers. This confidence has buoyed the stock market and is beginning to add to the consumer’s willingness to spend. The lower price of oil and gasoline is beginning to show up as more money in consumer’s pockets and in lower costs to American businesses. The result now is that revenues of businesses, so stagnant for the past 8 years, are now growing. That is combining with lower expenses to create more profits. Technology is playing a huge role as well. Baby boomers are retiring at nearly 10,000 per day. This has been allowing American companies to financially engineer as they reduce the number of high paying jobs in their company by promoting lower paid workers as well as using technology to supplement the workforce. But, as the unemployment rate declined the pool of experienced, talented people has been drained. Now, real competition for talent is beginning to show up and wages will increase beginning in the critical needs positions. Baby boomers represent the most experienced portion of the employment pool and they have delayed retiring as long as they could. The stock market refilled their drained IRA and 401k accounts. The retirements will accelerate, fueled as well by rising home prices. This will push employers to compete more and more for high performance talent. One of our business leaders many years ago predicted that this would happen. Unfortunately he did not foresee the 8 year downswing that we went through to get here. I believe now that 2018 budgets are being approved and new 2018 contracts are being signed for purchases managers will begin to hire and competition in the next few years will drive wages higher. We are already seeing the devastating toll that the past 9 years have had on the development of the young grads into productive members of the work force. In many industries there is a gap of experienced workers with 2-8 years of experience. This will take years to overcome. But, at least now the economy has believers and believers solve problems. Step one: create a positive mood in the country's business leaders has been well done by Trump. Fewer and fewer business leaders are castigating him now.
NY Times: Big night for the DEMS. Really? Republicans won 4 of 4 seats in Congress. The Dems squeaked out the Va Governor's job which they already held. They held the Mayor of NY--big win there. NJ returned to Dem control and is now free to try to become a Sanctuary state and fight to keep their Federal funding. Comparisons were made to how well the Dems did in Districts that Hillary won and they won most of them. SO? The polls showed that the Dems did well among highly educated Democrats. Hmmm. That would be teachers and government workers especially in Virginia. I'd take a look at the polar opposite of that: blue collar Dems the former base of the party continue to move away from the antibusiness highly educated Dems and that bodes ill for the long term prospect of the party. Despite the wide spread unhappiness in both parties for the way Trump tweets and criticizes people, the people who count seem to like his results in business and foreign affairs. He is focused on jobs, trade and winning for the working class. If the Dems really think a 2018 landslide return to their way of thinking is coming they better find a way to help working class people. Forget the highly educated Dems. They have their jobs, high wages and government paid benefits. Ohio, Wisconsin, Michigan, Pennsylvania people are likely liking what they see in results.
Toggle Commented Nov 8, 2017 on Puerto Rico Revisited at Right in San Francisco
OIL EMPIRE WARS NEW OPEC STRATEGY? Three of the world's most active players rely significantly on oil production to stay in power and feed their countries. Iran, Saudi Arabia and Russia. The strategy for decades has been Production constraints have not worked too well for the OPEC led Saudi's. Trump is opening the lands of the US to exploration and development increasing reserves and he is authorizing experts of oil and natural gas. The future price of oil is not looking good for these 3 oil dependent players. So, a new strategy emerges: war. War has historically driven prices up in the oil patch. Quick too. So, the Saudis take on forces in Syria and Yemen. Forces supported by Iran. Then Russia continues the bombing of ISIS in Syria. Iran pushes forces in Lebanon and Iraq. It is hard to determine who is on what side. Or what sides are even fighting for. Perhaps they are all fighting just to keep the oil prices higher. It seems to be working a bit. Oil hangs out around $50 now. But, the higher it goes and the better US technology gets the more rigs are going back on line in the US. And, more US oil means more exports. This strategy of war is interesting but likely to make Texas and North Dakota even richer. In the meant time the more missiles they launch in the middle eat the more practice the US gets testing it's systems. Practice for Japan, South Korea and the US. Perhaps North Korea will notice they are pretty good.
Toggle Commented Nov 7, 2017 on Puerto Rico Revisited at Right in San Francisco
TRUMP does what he sees as necessary to win. He has a Grant/Lincoln/Churchill/Roosevelt/Eisenhower approach: war is hell. Get it over as soon as possible. ISIS is the target. Finish them off. Get the immigrants back in their home territory. War is not supposed to be an opportunity to migrate to another country. Watch the films of WWII or read the accounts of the Civil War before and after Lincoln put Grant in charge. The road to victory was paved with a lot of collateral damage. Add Truman's decision to use two nuclear weapons. You make friends after the liberation and after the peace is secure. If you have the upper hand then use it. That is the way he likely thinks. North Korea and Iran should pay attention. There is no winning or holding territory in modern times if you do not have the ability to control the air space or your borders. Modern conventional weapons make it look like you can avoid killing civilians but you cannot. You can kill fewer but ending the conflict is the only way to minimize casualties. They put Patton to pasture when his role of eliminating the enemy was over. But, when they needed him he was their number one tool in taking territory back. The same for McArthur. General Mattis is off the bench. You can bet that President Trump's approach to Afghanistan has changed. He will not be in a holding action for his years in office.
OIL and ELECTIONS: I find it incredible that oil continues to be such a mystery to the markets and pundits. Oil is a commodity and the price is in the control of the lowest cost producers. The Saudi’s are always the low cost producer at virtually zero. West Texas is now at around $30. The idea that the world’s underdeveloped countries who are cash starved will actually adhere to a production control agreement is ridiculous. Even with war raging in Syria and Iraq the price remains unaffected. The price will hover somewhere around the cost of production for the next marginal field plus a slight profit. Producers will only limit the supply to avoid storage costs. Not raise prices. I figure Exxon, Chevron, etc have billions of barrels dripping from wells that are, like the Saudi’s, cost free. They played the game with the Saudi’s for 50 years of restricting production. That game is over with the US onslaught of production and exports. Last night the Democrats proved the folly of their attempt to buy an election with attack ads on the President. The white guys have it and the President is making CNN look like a foolish tool of the Democratic party. The media is the bad guy. Smart like a fox the President and VP are solidifying their new hold on Wisconsin, Michigan, Ohio, Pennsylvania and the white male voters. They visit every week. They issue statements every time they issue a deregulation, someone hires again, a company doesn’t go to China and when an overseas company comes to the US. They use Wilbur Ross on CNBC to give credibility to their trade policies with his extremely understandable explanations. Even union leaders are silent; a sure sign they know their members are watching Trump.
Toggle Commented Jun 21, 2017 on The Limits of #Resist at Right in San Francisco
ONE MORE WARNING SHOT: America will withdraw from the Paris Climate Agreement. Pause, take a breath, and after his base is cheering follow it with: and we will begin to immediately renegotiate our way back in. All of the Presidents moves are proceeded with a warning shot designed to shock the opposition and the intended targets of his negotiations to follow. I wonder if all his developments started with: "We will not develop this property"---Pause, deep breath, now lets negotiate. By now the media should stop the "I'm shocked routine" and the public should realize that President Trump is simply remodeling the "deals" the far left has negotiated or put in place that he believes are extracting too high a price from America's workers. Relax America the pendulum has simply swung 180 degrees from public welfare to working opportunity. Socialism versus Capitalism. Two ways of addressing America's economic system.
BLOOD IN THE WATER: In a way the President chums for a fight with his constant exaggeration of his deeds and with his less than straight forward use of the facts in his defense. When he does so he chums for the sharks and sets himself up for constant fights. Now he finds that the sharks can fight and play the exaggeration and bending the truth game better than he can. After all Sol Lewinsky wrote the text book on it. And, the far left use it well. What is it Mark Twain said? "Don't make enemies of people who buy ink by the barrel? (or something close to that) The way it looks today the opposition to Trump, Democrats, Media and the Republican old guard are willing to devastate the economy and stock market to draw blood. While I am one who would prefer he focus on the economy and ignore his critics (enemy). Forget healthcare for now. It's in the hands of the Senate. Get infrastructure, overseas cash repatriation and corporate tax revised. Appoint 10 each Hispanic, black and female conservative judges. And, just for fun appoint Clint Eastwood to run the FBI.
Toggle Commented May 17, 2017 on The Limits of Outrage at Right in San Francisco
PARTY FREEZE OUT. The big question for America is can anyone lead both parties? Obama was such a radical departure from past leaders from Kennedy through GWB that the parties have put cooperation into the Freezers. If I believe sources inside the Democratic party it began in the second term of GWB after he invaded Iraq and from then on decided that he was a war time President and strategy became totally one sided. The result was what they characterize as a freeze out of the Democrats and a my way or the highway led by Chaney. A few years later the financial crisis combined with the public's distaste for the war and a loss of credibility of GWB when no nuclear or chemical weapons were found in Iraq. This led to a rejection of Hillary and a sweeping victory by Obama. Socialism was on us and Republican put cooperation in the freezer waiting 2010 elections. The midterms gave the Republicans the power they needed to play defense and the Freeze was secure as a tactic. Now comes 2016 and Trump as once again Hillary was rejected. Democrats are now on the defensive and hoping the Freeze will win for them in 2018. Trump is fast winning some converts especially in National Security. Panetta gave him strong NS marks yesterday. Trump's focus on American workers jobs and welfare is gaining him traction in the Democratic mid west. With all the Senate seats up for grab in 2018, mostly Democrats, Trump's focus on the heart of the American party, working class people, could just win him the Senate he needs to take control of legislation from 2018 forward. In the mean time we have another Executive Order Presidency while Ryan and McConnell try and figure out strategy to pass something. Get tax reform though, figure out a way to fix Obamacare, get an infrastructure bill and tax cuts through and we might see some solid progress in the economy. Fix the trade agreements and secure the borders and he will be able to point to the fact that a businessman will fix problems with or without cooperation. A smashing loss in 2018 for Democrats and the Freezer strategy might just begin to end.
THE WARNING SHOTS keep coming. This is definitely the warning shot President. His negotiating style is the warning shot early to shock the prey. (and any others in future lines) This is quickly followed by several public shocking warnings that the activity harmful to Uncle Sam is outrageous and must end. After the media frenzy (so quick to believe his tactics are about to become actions) predicts the dire consequences he announces that the prey might be coming around and by the way these are pretty good guys with whom he has a fabulous relationship developing. President agrees to HC plan of the House. The Right caucus balks. President says this is their only shot take it or he's moving on. It doesn't fly as the conservative caucus refuses to yield. Without a beat the President moves on. Now here comes the new plan. Syria used the chemicals. He delivered the Tomahawks on a military target. Served as a great warning shot for North Korea with Iran, China and Russia watching. Next he warned North Korea and sent an imaginary or real armada toward them. Deployed defensive missile interceptors in South Korea. All the while telling China that perhaps their relationship with the US is not going to be too good if North Korea doesn't reign in their puppet. Now there is no gas in North Korea. Who turned off that pipeline? Now China might not be a currency manipulator and is a great friend, Off we go to Wisconsin and find the Canadians have stopped the dairy deals. Boom NAFTA has to go. We will be out in a week. 25% tariff on the soft lumber. Today the good Mexican President and his NAFTA buddy in Canada have called and suggested the US stay and renegotiate NAFTA. The President again reiterates what great partners and friends they are. Out comes the TAX plan. Warning shot: Big Democratic states losing heavily in state tax deductions. Media going crazy. Wonder what the President might trade out to get the plan passed? Stay tuned. It is so refreshing to see a positive, Bold person in the White House who actually is out to lead America from strength and cares about the working class and their employers.
Toggle Commented Apr 27, 2017 on The Trump Doctrine, v1.0 at Right in San Francisco
MEDIA REPORTS of Trump's motivations and actual initiatives are so calculated to discredit him that it is virtually impossible for those of us who care about what is really good for the country to evaluate his effectiveness yet. I'm afraid we will have to wait out the results of his actions one or two at a time to determine how good he is. One thing appears to be certain: The personality he exhibits publically must be far more concerning than his personality in private actually dealing with issues. The next 3 months should tell us if he can pull the party and Congress together to pass some legislation or if he is going to be another Executive Order President.
Toggle Commented Apr 19, 2017 on The Trump Doctrine, v1.0 at Right in San Francisco
PELOSI's smiling face drove Republicans crazy for 8 years. The promise of no more of her smile drove Republicans to celebrate the upset victory of Trump delivered in the truck beds of angry rednecks even as they pondered the future under the "Donald". But, then as Republicans are prone to do on Friday Republicans once again grabbed defeat from the jaws of victory as the Conservative caucus whiffed on a no brainer. They played the bluff game with a President who doesn't bluff. He negotiates until it becomes a clear waste of time and then he moves on. And, once again Pelosi smiled at the TV screen. In the end the Conservative Caucus will come back to the President and Obamacare will fall. But, some of them will lose their seats in the 2018 primaries. In the meantime they will have another shot to deal with the President on Taxes and infrastructure. Will they whiff again?
Toggle Commented Mar 28, 2017 on Is America Governable? at Right in San Francisco
LESSONS THAT SHOULD HAVE BEEN LEARNED FROM THE FAR LEFT: The conservative caucus of the House Republicans should have learned after 8 years of the Far Left madness what a single minded uncompromising group can do to a political party and the nation. After a 2008 landslide the Far Left drove the Democratic party off the cliff. Now Republicans have the wheel. And, the Conservative arm of 25 Republican conservatives in the House appear to be just as blind to the opportunity to compromise and advance legislation as the Far Left was. My rep, Dave Bratt, is one of those. I have a lot of respect for him but if he does not support the President and votes against the Party then I will not vote for him in 2018. It is time for the country to use Democratic compromise to advance the interests of Americans.
OIL PRICES and Water: If you follow oil and the comedy act around it then you have to be amused and amazed at the ability of the suppliers of oil to keep the price up. Oil is every where. All you have to do is dig deeper. First let's take the game players who have nothing but oil to sell the world: OPEC. If you had an unlimited reserve of water and it cost you nothing but transportation to produce it then what would you do with it? Sell it. How much would you sell? Either as much as you could above the cost to transport it to market or as much as you need to make as much profit as you wanted to support your lifestyle. So, what do you think the likelihood is that the OPEC players will live with production limits? Given that most of them are in the second group then as the price falls they have to sell more in order to meet their budgets. The lower the price goes the more they cheat. The higher the prices go if they do restrict their sales the more the US (and other) non OPEC producers will add to capacity and drive prices lower. In the meantime what is the easiest way to get prices up? Threaten to or go to war. Terrorists therefore are a marketing arm of the Muslim oil producers. The wars that have persisted in the Middle East have long played that role for them. Thus, it is not surprising for find the same governments funding terrorists. It is not surprising to find them against peace with Israel. And, they will always announce production cuts are they continue to pour oil out of every pipeline they have. Meanwhile the media will invite the oil industry to tell them where they expect the oil prices to go. Not surprising they say $60-70 oil is on the horizon. Just a couple quarters away. Meanwhile we have a President hell bent on increasing US production, exporting oil to compete and keeping the price lower. Now, today, we find we have a glut of GASOLINE out there. Want to buy some seawater? Or perhaps some Sahara sand?
LOGIC defies actions in America sometimes: Philadelphia puts in a sugar tax driving sales down for Pepsi 40%. Pepsi lays off workers. Meanwhile we have states encouraging legal Marijuana industries despite Federal Law. States are adding legalized gambling to generate taxes. Abortion is the law of the land. We tax cigarettes trying to influence behavior but it is legal. If our political system seems to defy logic sometimes then we have no further to look than our tax system for illogical behavior. I like the sweet flavor of strawberries. Do you think they will be next?
MR President---From the sideshow scammer to the King of Insults to the reincarnation of the "I" man, emerges the shadow of a President. Can a business leader really run the government? If he runs it as directly as he addressed the problems in front of the opposition Tuesday night he just might do it. Romney had a difficult time addressing the problems. Donald Trump does not. It's too bad Romney can't be a part of this guy's team. But, there is hope that out of the shadow we saw Tuesday a special President will take shape. The Democrats sit on your hands strategy seemed to have anticipated a different speaker. His performance combined with theirs to make Democrats look like they were totally indifferent to the problems Americans face. When it was over they seemed to sneak out.
MICKEY MOUSE versus the OSTRICH: TRUMP's start is certainly entertaining and worrisome. It was fun to watch so much enthusiasm to get started. But, it was a bit MICKEY MOUSE in the amateurish way he announced his "orders" and "warning shots". But, Mexico is at the table. The head of the powerful auto industry unions hugs him daily. Immigration issues swamp the courts on a 90 day temporary order that will be over before Opening Day. The Democrats are in total disarray as they don't have any idea where to build their Alamo. Why fight on the cabinet? Why fight improved immigrant vetting? Even Bernie Frank said he was not taking a suicide pill if Todd-Frank goes down. Save your powder for a real fight you can win, Chuck. And, then there is the Ostrich, CNN, with its head in the sand still fighting the credibility of the election as if the Supreme Court may at any minute overturn it and bestow the crown on Hillary. Perhaps they believe as well that the Falcons will somehow take the Patriots to court and reverse the Super Bowl. Ironic isn't it that Hillary was odds on favorite to win the Presidency. CNN had all the polls predicting the landslide. And, Atlanta had a 25 point lead when CNN turned off their sets and returned to the immigration issue only to wake up on Monday and learn they missed another one. In the end the Donald is the President. He was elected to change things and despite the "old guard" defenses and the CNN "play by play" callers debunking every day he is. This show is better than the apprentice.
HERE IS WHERE DEMOCRATS--went wrong! What this one minute video of Bill Clinton and the response of many of the same US Congressmen who now lead protests against Trump. This was one of their most effective leaders of all time. This was 1995. 31 Million illegal immigrants later they oppose Trump's views. They have reversed their views 180 degrees in favor of imported votes. https://www.c-span.org/video/?c4351026/clinton-1995-immigration-sotu
Toggle Commented Jan 31, 2017 on The Democratic SWOT at Right in San Francisco
INTERESTING BEGINNING: Trump in action is something not seen in my lifetime. The urgency, the energy and the determination to get action is definitely that of a businessman and similar to that of war time military leaders. Perhaps the reason so many of his cabinet are either business CEO types or Military "get the job done types". Trump fires off his warning shots and leaves the pieces that fall out to his staff to pick up and deal with. He gives messages and expects reactions both good and bad. Want to give China a message? Pick a fight with Mexico and then invite the PM of India to the White House. Want to give Iran a message? Call Putin and back Israel. Want to give the media a message? Call out CNN for their never ending attempt to undermine every action by interpreting it in the polar opposite way it was intended. Want to avoid allowing your enemy to argue your logic in communications? Use Twitter and limit the information you give out to 120 words. Let the staff explain. For those of us who preferred another candidate it is uncomfortable. But, some comfort can be gained when you see the way the staff handles the fallout knowing he picked people to serve who are not used to being micromanaged and know how to get things done. You don't run a multibillion dollar organization by managing a bunch of people who draw a paycheck and wait to be told what to do. THE DEMOCRATS are not likely to figure this all out soon. They still have not figured out the rural America/redneck male revolt. And, he could be their worst nightmare if his strategy actually works. For example: If he: --Actually fixes the immigration system --Actually improves the inner city environments --Actually improves the military while controlling their budgets --Actually improves the earnings power of the middle class --Actually replaces the Healthcare system with one that works --Actually renegotiates the trade deals and improves them --Actually lowers American taxes --Actually eliminates a lot of nonworking regulation --Actually gets loans from Banks for small businesses There is a lot for him to address and he does not mess around evidently. Change makes most people nervous. In his case change begins with action. That's not something we've seen much of with politicians.
Toggle Commented Jan 30, 2017 on The Democratic SWOT at Right in San Francisco
"TRUMP'S LOVE AFFAIR WITH RUSSIA"--I was recently asked by a very prominent friend for my analysis of the apparent love affair with PUTIN. You may have noticed that his cabinet has no illusions about Putin. Let that be clue about Trump's real feelings. Now on his strategy. My thoughts: I believe that Trump is playing Putin. He is a classic negotiator and he wants to get Putin to give him something in exchange for a business friendship. It is likely that Trump knows Putin and his KGB cronies run most of Russia’s industry. He needs Putin to end the threat to Ukraine and the Syrian war. He also needs Putin to force new sanctions on Iran. In his pocket Trump holds American oil production, the ability to lesson or remove sanctions on Russia, trade with Russian businesses, restrictions on Russian investments in America, tariffs on American and Russian made goods to America, the build up and deployment of American troops in eastern Europe , the development and deployment of an American anti missile system in Europe and the inclusion of Ukraine and Georgia into NATO. He knows Putin is a businessman and will bargain but he has to give Putin the political capital to stay in power. Putin sees that as being acknowledged as a Superpower and world class leader not just a bully as he is currently portrayed in the US press and State Department. Putin thinks his image at home is best served by his return to the cold war. Russia is still run by the KGB and his life is on the line every day as a Dictator. So, Trump is setting him up to be his “buddy” at the world power level in return for pulling out of Ukraine, ending his deal with Assad and/or helping get Iran back under sanctions. Trump is all about marketing and marketing is what negotiating and understanding your opponents and customers is all about. The reason I got respected at a young age in the Air Force and Navy intelligence community was that I was one of the very few who actually understood the Soviets in the cold war and was brash enough to stand my ground against analysts who wanted to portray the Soviet threat as being an offensive machine. The Soviets and the Chinese are crafty, smart opportunists who attack weakness and fall back in the face of strength. We think in annual cycles. They think in much longer cycles. A guy like Trump scares the hell out of them but they simply retool and wait him out if need be. They took advantage of Obama’s weakness and inexperience in strategic moves and yet joined with him in the war on terror only when it was in their interest in projecting their power, image and securing a base with their pawn, Assad. Last thing Putin wants to lose is his warm water Naval Base in Syria. Putin doesn’t ride horses bare chested because he’s a stud. He does it because he wants to promote his image with the public. Under Obama he actually assassinated his political rival and gave a message to his KGB friends. Trump is not acting like a dummy who does not believe the intelligence community for fun. He likely knows exactly what he is doing in his public statements and you can believe his cabinet members know exactly the game he is playing. Will it work? That’s up to Putin and how well Trump can walk the tightrope with our allies as he portrays Putin as a world leader while getting him to cooperate on key issues. Putin on the other hand has seen it all through 5 or 6 US Presidents. He has read all his rivals correctly and prevailed. He, too, is a Billionaire. He most likely sees Trump as an opportunity to play chess. How many of Trump’s cards can he get him to give him in return for things he is willing to give up? Assad will be the toughest. That Naval base in the hands of the rebels is a very strategic pawn. He won’t let it go to ISIS either. Under Obama/Kerry he got to bomb both the rebels and ISIS at the same time. My view is stay the course with Trump for now and see how well he does in the chess game. Never, ever assume your enemy is stupid. That is how, in my view, the world got to hundreds of thousands of nuclear weapons in the cold war era. I was there to watch it—many false interpretations of Soviet and Chinese intentions not bad intelligence.
GETTING THE MESSAGE: Warning shot notification seems to be working as the "Donald" has not enacted one legislative regulation, imposed one tax or issued one Executive Order and already things are changing. Sure you can say it is tokenism when a company reverses course on a small move to Mexico. Or, opens a new factory in the USA to supplement their production overseas. But, then the mighty Apple, who defied the FBI over opening cell phones for terror and murder investigations, quietly files an a;;plication to build a technology plant in the USA. McDonald's and KFC announce they are withdrawing from China. China strengthens it's currency. All great marketing schools teach that one of the first things you look for in business is potential disruptions. Silicon valley lives off the dream of disrupting US markets and companies. Amazon is the retail killer following Sam Walton's model with Walmart stores everywhere. But, the number one potential disrupter of any industry is the Federal Government. Just ask West Virginia's coal industry. Ask the farmers in Northern California who lost there water to save a fish. So it is not just tokenism that you are seeing it is marketing for now--appease the Don with a few plants, a few jobs saved, for now. But, next will come behavioral change. For now it is the response to fear and threats of actions he has not taken. Soon it will be negotiations as American companies look to take advantage of the goodies the Donald promises: deregulation, reduced taxes, a State department that helps them overseas if they help Americans here. Lower taxes and repatriation of overseas profits. Perhaps even lower taxes yet if you build it here and ship it overseas to sell. A partnership between the SBA and your local bank to actually fund America's job machine: small businesses with bank incentives to take a little more risk. So far he is doing what he said he would do. And, CEO's are assessing their strategic alternatives. So are China and Mexico. Likely so are OPEC and Russia. oil is falling again as the Donald readies to open the flood gates of America's oil fields. OPEC can reduce production all they want--the Donald's oil machine can fill the gap and the price will not rise for long. And, of course here comes coal as well. Negotiations begin in ten days. Ready your proposals for consideration. The little guy has someone in Washington who might actually help them.