President Trump’s Plan Is Coming Together - Top 3 Takeaways – May 12th, 2025 - Driven By Braman Motorcars
Takeaway #1: Trump’s plan is coming together
Hopfully the past week has been good for you. Hopefully this week will be a great one too. If nothing else your yard should be happy by the end of the week. After the fourth driest, dry season on record – Florida's rainy season kicks off this week – with, right on cue, lots of rain in the forecast – so there’s that. Anyway, one thing we’ve seen is that it’s been a particularly great week for President Trump and his administration and this week has the making of being even better. President Trump’s plan is coming together. Last week came news that the first major trade deal had come together with the UK. Shortly thereafter, in response to our White House correspondent Jon Decker, the president mentioned that “three more deals” were in the works to quickly be completed. Importantly, as it pertains to trade, China the trade partner with which we have our biggest trade deficit, President Trump Truthed this message: A very good meeting today with China, in Switzerland. Many things discussed, much agreed to. A total reset negotiated in a friendly, but constructive, manner. We want to see, for the good of both China and the U.S., an opening up of China to American business. GREAT PROGRESS MADE!!! It sounded as though Treasury Secretary Scott Bessent’s meeting went about as well as could have been expected and this morning it was announced that the reciprocal tariff rate would be lowered by 115% for 90 days to work out a permanent trade deal. That’s obviously a hugely important piece of the Trump trade plan coming together. But that wasn’t the only foreign policy deal being brokered by the Trump administration over the weekend. Trump’s team also brokered a ceasefire deal between India and Pakistan, and that may not have been the biggest de-escalation team Trump had a hand in. Quoting Trump yesterday: A potentially great day for Russia and Ukraine! Think of the hundreds of thousands of lives that will be saved as this never ending “bloodbath” hopefully comes to an end. It will be a whole new, and much better, WORLD. I will continue to work with both sides to make sure that it happens. The USA wants to focus, instead, on Rebuilding and Trade. A BIG week upcoming! Then there was the news that Ukrainian President Zelensky would meet with Russian President Putin this week. Then there was the news that Hamas would release the last American hostage today...There was great news all throughout the weekend! So, about what Trump was referencing when he cited a...
Takeaway #2: “Total reset” of trade
A lot of attention was paid to Trump’s use of the term “total reset” of trade as people attempting to discern what that might mean. Well, I’ve already addressed this very thing. As I mentioned in my Top 3 Takeaways on April 4th, just after Liberation Day... The United States of America is the 2nd leading manufacture in the world and yet the United States has the largest trade deficit in the world. Does that make any sense? That’s how unfair trade has been and why the only way to restore balance and long-term sustainability to the US economy is through a dramatic reset of the way that we do things. American multi-national companies were concerned with pushing DEI policies while they were prioritizing using slave labor to produce their products unsustainably. They weren’t just hypocrites; they were short sighted. Our great adversary and the world’s biggest threat is China. It was Apple’s choice to have 95% of their iPhones, iPads, AirPods and Macs manufactured there and of course they’re far from alone. So, there will be winners and losers as Trump’s Great Reset shakes out. And those who prioritized sustainability and their constituency will be winners in this shift as American sellouts will be left scrambling to attempt to try to figure out what it is that they’re going to do. Trump has brought about a Great Reset to correct The Great Reset and we’ll be better off in the end that he did. The getting there...that’s likely going to continue to be a bit bumpy. And as we’ve seen it has been bumpy getting here. Also, as we’ve seen right down to the Apple example I cited, companies have been scrambling. 60% have shelved their DEI policies and Apple has moved all of its iPhone production from China to India. The reset has been on with much more falling into place this week.
Takeaway #3: The incredible shrinking deficit
One of the most remarkable things that’s happened over the past week is how quickly we’ve seen the U.S. deficit shrink. As a recent Washington Examiner analysis notes: due to a combination of DOGE and President Trump’s imposed tariffs – the U.S. deficit has shrunk by 92%! That’s right – through tariffs and DOGEing nearly the entire federal deficit has been eliminated from Inauguration Day to last week! This is huge news as the congress continues to debate what will be of President Trump’s BBB. Trump’s plan is coming together, and it figures to be a truly great, perhaps historic – week.