Germany has sought to ban the AfD Party as Democracy has no place in the European Union and they are the sole party combatting the European globalist agenda. I reported in January when AfD became the second-most popular party in the nation. Recent polls now indicate that AfD has surpassed the Christian Democratic Union/Christian Social Union to become the most popular party in Germany.

Ispos poll shows that a quarter of the nation now backs AfD, a 4 point rise from February. The Christian Democratic Union/Christian Social Union fell to 24% from 28.6%. Backing for the Social Democratic Party continued its decline and now stands at at 15%. The left-wing Linke Party advanced 2 points to 11%, while the Greens remained relatively stagnant at the same level of support.

This is a remarkable achievement as a nationalist party has not led in the polls since the founding of the current Republic of Germany. “For the first time in the AfD’s short history, we are the strongest party in Germany. Thank you for your tremendous trust — political change will come!” AfD Co-Chairwoman Alice Weidel posted on X. “Citizens want political change — not a ‘business as usual’ coalition between the CDU/CSU and SPD!” she later wrote.

There is a correlation with AfD’s growing support and the number of undocumented migrants infiltrating the German welfare state and causing crime to skyrocket. AfD has vowed to restore Germany for the people of Germany and implement mass deportation campaigns. The group does not want to adhere to the EU’s open border policy or the Build Back Better agenda. The party has called for a “remigration” or mass deportation operation similar to what Trump is currently conducting in the US.

Europe’s open border policies began in Germany under former Chancellor Angela Merkel, who urged Syrians to flee and seek asylum within Germany in 2015. That same year, Germany experienced a massive uptick of 2.14 million arrivals. Other figures believe the number is far higher. There are now an estimated 14 million immigrants in Germany, most of whom are not there legally.

I have stated many times that Angela Merkel created this entire mess in 2015 to reverse her polls when they were turning against her because of her hard line against Greece, which had forgiven Germany’s debt at the end of the war. Violent crimes in Germany reached a 15-year high last year, a 5.5% YoY rise, and MIGRANTS WERE RESPONSIBLE FOR 40% OF THOSE CRIMES.

The cost on the welfare state is astounding. Germany spend at least 23.2 billion euros on supporting refugees last year after spending 29.7 billion euros the year prior. In fact, the government as admitted to spending over 20 billion euros each year since open borders were implemented. We are talking about over 5% of the federal budget going directly toward illegal residents.

Every article in the mainstream media calls AfD a far-right extremist hate group, therefore demonizing the 25% of the population who agrees with their values. Nationalist sentiments are rising throughout Europe, much to the dismay of the bureaucrats. All of this is unfolding right on schedule.

The violence against Tesla owners has gone too far. Left-leaning politicians have done nothing to stop the ongoing attacks by deranged individuals who believe they are “activists.” Nazi swastikas are appearing on Teslas throughout the world, while other vehicles are being set on fire. Now, these psychopaths have resorted to attacking people while driving.

A pregnant woman in Vancouver was driving a Tesla when a large rock shattered her front windshield. The rock was thrown so hard that it went through the windshield and hit the pregnant woman. “We are working to determine whether this was a criminal act, and if someone intentionally targeted this Tesla,” said Vancouver police spokesman Sgt. Steve Addison. “This very serious incident could easily have resulted in someone’s death, but for a few inches.” There have been over 28 attacks on Teslas in Vancouver alone since Trump took office on January 20.

The woman was taken to the hospital with non-life-threatening injuries. Police declared that she and her unborn baby, a life not recognized by the left, could have died as a result of the attack. Other drivers on the road could have been injured. What more will it take for politicians on the left to WAKE UP and DEMAND A STOP TO THE VIOLENCE!

Instead of condoning the violence, politicians are asking the people to raise hell to mislead the world into believing that the people do not support Donald Trump or those in his administration like Elon Musk. No politician on the left will declare these attacks an act of terrorism. Yet, bomb squads have been called to homes and businesses. Fire departments have been on high alert. There have even been cases of gunshots fired into office buildings.

Former House Speaker Nancy Pelosi (D-Calif.) spent years condemning January 6. She accused Trump of stoking continued violence” and enticing a “terrorist mob” into a “violent assault” that left her with “physical scars and emotional trauma.” Yet, as we know from her own daughter’s documentary, Pelosi herself called off the National Guard that day to encourage the riot.

A reporter recently asked Pelosi to comment on the Tesla attacks.  “I’m so sorry, I’m a little bit late here right now,” was her only reply. House Minority Leader Hakeem Jeffries (D-N.Y.) also refused to provide a comment to reporters that day, but later issued a statement on his website to condemn the victims. “There are legitimate ways in a civilized society to express strong disagreement with far-right extremists who are trying to dismantle the American way of life. Violence is never acceptable,” Jeffries wrote.

Rep. Summer Lee (D-PA) has refused to call the attacks “violent.” Bernie Sanders is perhaps the only Democrat to call the attacks violent, but refuses to declare them acts of terrorism. “I don’t know what domestic terrorism is in this context. It’s outrageous. People have the right to protest [Elon] Musk and Tesla, but no one should engage in violence, period,” Sanders said. “Boycotts are common, but violence must cease. It should not be part of our national dialogue.”

The Oxford Dictionary states “terrorism” is defined as “the unlawful use of violence and intimidation, especially against civilians, in the pursuit of political aims.”

In Canada where the aforementioned incident occurred, terrorism is defined as the following:

“In Canada, section 83.01 of the Criminal Code defines terrorism as an act committed "in whole or in part for a political, religious or ideological purpose, objective or cause" with the intention of intimidating the public "…with regard to its security, including its economic security, or compelling a person, a government or a domestic or an international organization to do or to refrain from doing any act."

The US FBI defines terrorism as:

“Domestic terrorism: Violent, criminal acts committed by individuals and/or groups to further ideological goals stemming from domestic influences, such as those of a political, religious, social, racial, or environmental nature.”

The ongoing viciousness toward Tesla owners are TERRORISM by every definition—politically motivated acts of violence.

The technology coming out of China is quite remarkable. China has unveiled the world’s first pilotless air taxi service. The Civil Aviation Administration of China (CAAC) issued Air Operator Certificates (OCs) to EHang Holdings in Guangdong Province and its subsidiary, Heyi Aviation. The companies believe this will boost China’s tourism sector and pave the way for the normalization of flying vehicles over the next five years.

EHang’s EH216-S is a two-seat electric drone that can travel at a top speed of 80 mph (130 km/h) over a range of 18.6 miles (30 km). Heyi Aviation has a similar model as well that is meant for “low-altitude economy” flights. Initial operations will be restricted to closed-loop routes that land and takeoff at the same location.

Ehang’s Vice President He Tianxing said phase one of pilotless taxis will begin this year into 2026, focusing solely on tourism travel in Zhuhai, Shenzhen, Taiyuan, Wuxi, Wenzhou and Wuhan. Flights will initially vary from three to 10 minutes as phase one is about novelty and the excitement of air travel rather than commuting or transportation. Tianxing said the experience is “just like riding in a car.”

“The human-carrying pilotless aviation and the low-altitude economy, as an emerging industry, is still in its developmental stage and remains a national strategic focus in China’s aviation sector,” EHang said. There are still many challenges to be addressed and improvements to be made, requiring industry-wide collaborations.”

Phase two will occur from 2026 to 2030 to include urban air taxis capable of traveling longer distances. These taxis will be used for actual commuting and transport purposes, creating a new “low-altitude economy.”

The US has attempted to compete with eVTOL aircrafts for “power-left” vehicles, according to the Federal Aviation Administration, and are designed to land and take off vertically to avoid the need for a runway. However, the FAA has not approved of a pilotless aircraft. Estimates stat that this business could grow into a $30 billion opportunity by 2035.

China expects the new low-altitude economy, which also includes drones and air sports, to be worth $205 billion (1.5 trillion yuan) by the end of 2025. The CCP is aggressively pushing this new niche and expects it to double in size by 2035. What was once an idea seen only in science fiction films is now a reality. It will be quite interesting to see how this technology plays out in potentially reshaping travel.

The U.S.-China trade war is an ongoing economic conflict that began in January 2018, characterized by the imposition of tariffs and trade barriers by both countries. Recently, tensions escalated as the U.S. raised tariffs on Chinese goods to 145%, prompting China to retaliate with tariffs of 125% on U.S. imports, affecting global supply chains and market stability.

Trump’s decision not to grant China the same reprieve as other nations explained: “China wants to make a deal, they just don’t know how quite to go about it.” I disagree. If I were China, I would do a full embargo, and the Achilles’ heel in this trade war is more than just the manufacture of values for municipalities – the big ones, steel and aluminum, but also medicines. Personally, I would put a full embargo on everything, and without the medicines, people would be screaming, and their lives would be put in danger. I have dealt with Asia for some 40 years. You do not do this sort of thing publicly. It is an insult and a loss of face that forces China not to yield.

The developing U.S.-China trade war keeps ratcheting up. China has suspended exports of rare earth minerals. Meanwhile, Commerce Secretary Lutnick said that the electronics the Trump administration exempted from reciprocal tariffs could be subject to different levies in the future. This is not good. You do not air your dirty laundry in public.

Beijing’s perspective is dramatically different. Xi Jinping has taken the view that his country would lose face if it simply capitulated to what it calls America’s “unilateral bullying.” The danger with this trade war is that publicly, it only supports fervent nationalism, and that feeds into what will become World War III. China has been quietly preparing for a trade war for quite some time. Trump’s actions may spark negotiation in Western circles, but in Asian circles, they create the image that the US doesn’t want to negotiate. My concern is that Xi is brilliant. This trade war is playing into his domestic approval of anti-Americanism. Like the Russian sanctions that boosted Putin’s approval rating calculation, sources say, China is also seeing a rise in popular support to strengthen its position by preparing not just to fight back. Trump’s trade war with China is definitely strengthening Xi’s own position.

All of my sources have said that Xi fully understands that China has entered a period of protracted struggle in both trade and geopolitics with the United States and Europe. This became painfully obvious, and Europe and the Biden Administration confronted Russia. Xi has taken the position that China needs to prepare for these confrontations ever since the Biden Administration put sanctions on Russia and then threatened China if it dared to help Russia. The Neocon Antony Blinken expressed “serious concern” about China’s support for Russia’s defense industry. He went as far as to threaten Xi that he would impose sanctions if China helped Russia.

The Neocon Antony Blinken threw down the gauntlet and views the world only in his desire for imperial power. He never understood the economy, and this insanity of threatening China and removing Russia from Swift undermined the economy and split it in half, with the formation of BRICS for geopolitical security. I don’t believe Trump understands the damage that the Biden Administration inflicted upon the entire world. Now, go after China with a trade war to bring back manufacturing to America; this is pushing China over the edge.

China previously owned 10% of the US national debt. This is what Trump has not considered. Before this trade war began, in January, foreigners sold a net $13.3 billion of U.S. notes and bonds that had more than one year to maturity. As we approach sovereign debt defaults, I have warned that it may start with Japan and be followed by Europe. We saw almost $50 billion was sold in December 2024 in anticipation of a Trump trade war. Last November saw almost $35 billion dumped following the election.

Canada was the largest net seller in January. The UK needed the cash and was the biggest seller last December. I know some have made the outrageous claim that Japan sold US debt, and that made Trump pause the tariffs for 90 days. These people have ZERO understanding of the markets and even less about Trump. The tariffs over 10% are political, and it is part of his art of the deal. Japan is in economic trouble with its own debt crisis, and selling US debt had nothing to do with the tariffs – this is about creating a real debt crisis.

That said, China has the capacity to dump US debt in a big way, and that would send US rates higher on the long-end. U.S. stocks rallied with Trump pausing the tariffs, yet this was cyclically on point, which our computer had forecast months in advance. People just try to come up with some fundamentals to explain each move in a market, whether true or false. Our computer is projecting that 2025 will be the low in Chinese interest rates both on the 2-year and 30-year.

While stocks rallied, Treasury yields rose so much that lower rates benefited stocks. China has been quietly selling U.S. debt, which began over a year ago. This was not something new out of the blue in response to new tariffs. Bond markets were flashing warning signs based on the hidden risks behind the entire dynamics of trade and geopolitics.

Behind the scenes, U.S. Treasury yields have been rising during the overnight sessions, indicating foreign market selling. Nevertheless, the prospects of war in Europe are reflected in our models, for they do not support a collapse in the bond markets, implying that war will bring still capital inflows.

When we look at the Baltic Freight Index, 2025 was a Double Directional Change, indicating that we would have this trade war. We have a Directional Change in 2026 and a Panic Cycle in 2027, with the culmination of this war extending into 2028. This might also be influenced by the war starting in Europe.

PRIVATE BLOG – The Dow Week 4/14

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