Author name: moderat ereport

So proud to be a New Yorker! The American dream continues! Congrats, Mayor @ZohranKMamdani ???? pic.twitter.com/nvR5Zb46TI — Alex Soros (@AlexanderSoros) November 5, 2025 Alex Soros, heir to the Open Society Foundations, publicly congratulated Zohran Mamdani on securing the far left’s position in New York. “So proud to be a New Yorker! The American dream continues! Congrats, Mayor Zohran Mamdani,” Soros wrote. Zohran Mamdani is NOT an anti-establishment candidate—he is an anti-Trump and anti-American puppet installed by the billionaire globalists. Neo-Marxists only want to eat the rich who do not support their causes. But first, they need to starve and confuse the masses so that they target the “rich” rather than the government. Soros paid good money to help Mamdani’s campaign, donating between $24 to $37 million on groups like DSA and Working Families Party that supported the Democratic candidate. President Donald Trump previously suggested that Alex and George Soros be charged with RICO due to their open support for violent protests across the nation, with the most recent one surrounding Palestine. “George Soros, and his Wonderful Radical Left son, should be charged with RICO because of their support of Violent Protests, and much more, all throughout the United States of America,” Trump wrote on Truth Social. “We’re not going to allow these lunatics to rip apart America any more, never giving it so much as a chance to ‘BREATHE,’ and be FREE.” What happens when neo-Marxism combines with Islam? New York will be the test subject. Mamdani famously supported the slogan, “Globalize the intifada,” which he hailed as “a desperate desire for equality and equal rights in standing up for Palestinian human rights.” He supports the Boycott, Divestment and Sanctions (BDS) movement, and refuses to denounce Shira Law. “I think critiques of the state of Israel are critiques of a government, as opposed to critiques of a people and of a faith,” Mamdani said. “And my job is to represent every single New Yorker, and I will do so no matter their thoughts and opinions on Israel and Palestine, of which millions of New Yorkers have very strong views — and I’m one of them.” He is not against the Jews, like his friend Alex Soros; he is simply against all things Western. As George Soros said in 1995: “The transformation of a closed society into an open one is a systematic transformation. Practically everything has to change and there is no blueprint. What the foundations have done is to change the way the transformation is brought about. They mobilized the energies of the people in the countries concerned.” Mamdani is the puppet that will be used to lead the mobilization of globalization, starting by fueling New York’s welfare state to make the people dependent on government. George Soros has always wanted to control NYC, and now he has it in his pocket. The mayor has limited power and will not be able to implement all the lavish promises he spewed at the podium. Yet this is a big step toward converting cities and then states to destabilize the collectiveness of the United States in the hopes that its place as the world’s superpower will vanish.

  Hurricane Melissa reached maximum Category 5 strength when it made landfall in Jamaica. The sudden onslaught of destruction cannot be described unless you’ve seen the apocalyptic land of a coastal town that has received a direct hit from a hurricane. The damage from Melissa is unknown, but preliminary calculations suggest it could be one-third of the nation’s GDP. Jamaican Prime Minister Andrew Holness said the damage could be up to 32% of last year’s GDP. The $7 billion in damage is a conservative estimate. “Experts describe Melissa to be on the very edge of what is physically possible in the Atlantic Ocean, a storm powered by record sea temperatures,” he said. “Its force was so immense that seismographs hundreds of miles away registered its passage.” Holness said that the nation’s infrastructure must be reformed to protect it from future weather events. Economic output is likely to decline by a minimum of 13% due to the damage as the nation heavily relies on tourism. Tourism directly accounts for 9.5% to 10.5% of Jamaica’s GDP, but accounts for 30% when factoring in the indirect effects. Last year, the nation experienced record-breaking revenue after generating $4.3 billion. The government had anticipated it would surpass last year’s record and secure $5 billion from tourism this year. Agriculture is expected to be disrupted due to the hurricane, a sector that contributes 17.4% to Jamaica’s GDP. The loss will be more significant for the nation as domestic production accounts for a significant portion of the nation’s fresh produce supply. The United States is providing $12 million in urgent aid to Jamaica as part of a larger $24 million package for the Caribbean. Jamaica heavily relies on the US for imports, with the total percentage of goods from the US reaching up to 60% annually. It’s a small island with a small economy. The nation was on the up before the hurricane, and it will take time to recover. Even the Tampa Bay area in Florida is still working on repairs nearly a year after Hurricane Helene and Milton hit back-to-back. My condolences are with the Jamaican people recovering from this tragedy.

Leer en Español Merchandise exports from Asia (excluding Japan) fell 5.3% year on year in 2023, the sharpest decline since 2015. This was chiefly due to a downturn in the global electronics cycle—electronics are the region’s key export—as firms ran down the large inventories they had accumulated during the pandemic rather than making new purchases. But in recent months the tide has turned, and our Consensus is for further rises in exports from Asia in coming quarters. AI boom helps exports from Asia to recover After many months of continuous contractions, goods exports from Asia finally returned to growth in Q4 2023 in many of the region’s key exporters, such as China, Korea, Taiwan, Thailand and Vietnam. And this improvement has continued this year, with export readings often beating the market forecast; Taiwan’s March exports growth was more than double analysts’ forecasts, for instance. The gradual exhaustion of the electronics destocking cycle and the surge in demand for AI applications around the world is buoying demand for the region’s IT exports—particularly for semiconductors, the backbone of the AI industry. Upgrades to the market forecast Since the end of last year, our Consensus for growth of goods exports from Asia (excluding Japan) in 2024 and 2025 has roughly doubled to 2.2% and 4.4%, respectively, with further upgrades possible in the months ahead. These readings would be higher still were it not for China, whose export growth is set to be muted due to Western trade and tech restrictions, plus overcapacity in some sectors weighing on export prices. Risks to the outlook for exports from Asia are elevated Not everything will be plain sailing for exports from Asia in the coming years. As well as the aforementioned difficulties faced by China, rising protectionism in the West more generally is a key risk to the region as a whole. If Donald Trump clinches the U.S. presidency, he has threatened to jack up tariffs not just on China but also on the wider world, which could rewire the global trade environment—and not in Asia’s favor. Adding to this, the EU is also aiming to build greater autonomy in key strategic sectors such as electric batteries and microchips. And in the Middle East, conflict could further disrupt trade flows; shipping via the Red Sea has already been interrupted this year by Houthi attacks.   Insight from our panelists Sonal Varma and Si Ying Toh, research analysts at Nomura, spoke about the upbeat economic outlook for the region: “The most important factor underpinning our positive cyclical view is the turn in the goods cycle, which we believe is transitioning from a recovery to an expansionary phase. This is mainly led by semiconductors, due to the end of the inventory correction phase and rising AI demand. As such, the benefits should percolate largely to the open,tech-oriented economies in the region.” On the impact of Trump’s proposed 60% tariff on Chinese imports, Goldman Sachs analysts said: “The 2018-19 trade war did slow China’s economic growth, in our view. We estimated a cumulative drag of 0.65pp on the level of GDP in China through channels such as lower exports, increased uncertainty, and tighter financial conditions. If we were to linearly extrapolate our estimates but adjust for the now-smaller share of Chinese exports that go directly to the US, then a 60% tariff on Chinese goods would reduce China’s real GDP by around 2pp.” Our latest analysis Argentina’s exports rose in March. Inflation in France fell in March.  

Ostrich Farmers Update: -ostriches get the avian flu -majority survive & show no symptoms -government says 7 months later, “COOL, WE’RE GOING TO KILL THEM ALL” -Dr Oz & RFK Jr offer to move them all to Florida to a ranch -they could literally have antibodies-government… pic.twitter.com/hJTt4c2N2D — Mario Zelaya (@mario4thenorth) September 24, 2025 The owners of Universal Ostrich Farm in B.C., Canada, has a contract signed with a Japanese research firm to study treatments for COVID-19. Biomedical research of this nature would ruin the plan-demic powers Canada enjoyed, and as such, the government plans to kill all 400 ostriches at this farm after an extensive legal battle. Those outside Canada likely do not understand the national outrage. This is more than a case of animal cruelty or government overreach. The Canadian government is blatantly attempting to prevent researchers from finding an alternative cure to the very virus that was used as a premise to shut down the world. A Universal Ostrich Farm spokesperson, Katie Pasitney, has explained “inoculating ostriches by injecting them with antigens or particles of a dead virus” created an immune response to create egg antibodies. The Canadian Food Inspection Agency ordered to cull the entire flock due to two ostriches dying of the H5N1 virus. The World Organisation for Animal Health (WOAH) maintains that all birds among an infected flock must be killed to prevent health issues. Yet, these birds were not for meat or simply pets. These birds potentially contained the capacity to product antibodies to COVID-19. Remember when the government cared about nothing aside from COVID? The headlines touted that the world would suffer a medieval plague unless everyone stayed home, masked up, and willingly accepted an experimental mRNA unstudied vaccine. The government can simply do anything under the pretext of “public health.”

Leer en Español Merchandise exports from Asia (excluding Japan) fell 5.3% year on year in 2023, the sharpest decline since 2015. This was chiefly due to a downturn in the global electronics cycle—electronics are the region’s key export—as firms ran down the large inventories they had accumulated during the pandemic rather than making new purchases. But in recent months the tide has turned, and our Consensus is for further rises in exports from Asia in coming quarters. AI boom helps exports from Asia to recover After many months of continuous contractions, goods exports from Asia finally returned to growth in Q4 2023 in many of the region’s key exporters, such as China, Korea, Taiwan, Thailand and Vietnam. And this improvement has continued this year, with export readings often beating the market forecast; Taiwan’s March exports growth was more than double analysts’ forecasts, for instance. The gradual exhaustion of the electronics destocking cycle and the surge in demand for AI applications around the world is buoying demand for the region’s IT exports—particularly for semiconductors, the backbone of the AI industry. Upgrades to the market forecast Since the end of last year, our Consensus for growth of goods exports from Asia (excluding Japan) in 2024 and 2025 has roughly doubled to 2.2% and 4.4%, respectively, with further upgrades possible in the months ahead. These readings would be higher still were it not for China, whose export growth is set to be muted due to Western trade and tech restrictions, plus overcapacity in some sectors weighing on export prices. Risks to the outlook for exports from Asia are elevated Not everything will be plain sailing for exports from Asia in the coming years. As well as the aforementioned difficulties faced by China, rising protectionism in the West more generally is a key risk to the region as a whole. If Donald Trump clinches the U.S. presidency, he has threatened to jack up tariffs not just on China but also on the wider world, which could rewire the global trade environment—and not in Asia’s favor. Adding to this, the EU is also aiming to build greater autonomy in key strategic sectors such as electric batteries and microchips. And in the Middle East, conflict could further disrupt trade flows; shipping via the Red Sea has already been interrupted this year by Houthi attacks.   Insight from our panelists Sonal Varma and Si Ying Toh, research analysts at Nomura, spoke about the upbeat economic outlook for the region: “The most important factor underpinning our positive cyclical view is the turn in the goods cycle, which we believe is transitioning from a recovery to an expansionary phase. This is mainly led by semiconductors, due to the end of the inventory correction phase and rising AI demand. As such, the benefits should percolate largely to the open,tech-oriented economies in the region.” On the impact of Trump’s proposed 60% tariff on Chinese imports, Goldman Sachs analysts said: “The 2018-19 trade war did slow China’s economic growth, in our view. We estimated a cumulative drag of 0.65pp on the level of GDP in China through channels such as lower exports, increased uncertainty, and tighter financial conditions. If we were to linearly extrapolate our estimates but adjust for the now-smaller share of Chinese exports that go directly to the US, then a 60% tariff on Chinese goods would reduce China’s real GDP by around 2pp.” Our latest analysis Argentina’s exports rose in March. Inflation in France fell in March.  

https://www.armstrongeconomics.com/wp-content/uploads/2025/11/BBC-Fakes-News.mp4 The Telegraph revealed earlier this week that the BBC edited a speech by Donald Trump in a way that made him seem to say something he had not. I am sorry, but any journalist that does this should be sent to prison for at least 10 years or until they are 65 to prevent them from ever manipulating the public again.

Leer en Español Merchandise exports from Asia (excluding Japan) fell 5.3% year on year in 2023, the sharpest decline since 2015. This was chiefly due to a downturn in the global electronics cycle—electronics are the region’s key export—as firms ran down the large inventories they had accumulated during the pandemic rather than making new purchases. But in recent months the tide has turned, and our Consensus is for further rises in exports from Asia in coming quarters. AI boom helps exports from Asia to recover After many months of continuous contractions, goods exports from Asia finally returned to growth in Q4 2023 in many of the region’s key exporters, such as China, Korea, Taiwan, Thailand and Vietnam. And this improvement has continued this year, with export readings often beating the market forecast; Taiwan’s March exports growth was more than double analysts’ forecasts, for instance. The gradual exhaustion of the electronics destocking cycle and the surge in demand for AI applications around the world is buoying demand for the region’s IT exports—particularly for semiconductors, the backbone of the AI industry. Upgrades to the market forecast Since the end of last year, our Consensus for growth of goods exports from Asia (excluding Japan) in 2024 and 2025 has roughly doubled to 2.2% and 4.4%, respectively, with further upgrades possible in the months ahead. These readings would be higher still were it not for China, whose export growth is set to be muted due to Western trade and tech restrictions, plus overcapacity in some sectors weighing on export prices. Risks to the outlook for exports from Asia are elevated Not everything will be plain sailing for exports from Asia in the coming years. As well as the aforementioned difficulties faced by China, rising protectionism in the West more generally is a key risk to the region as a whole. If Donald Trump clinches the U.S. presidency, he has threatened to jack up tariffs not just on China but also on the wider world, which could rewire the global trade environment—and not in Asia’s favor. Adding to this, the EU is also aiming to build greater autonomy in key strategic sectors such as electric batteries and microchips. And in the Middle East, conflict could further disrupt trade flows; shipping via the Red Sea has already been interrupted this year by Houthi attacks.   Insight from our panelists Sonal Varma and Si Ying Toh, research analysts at Nomura, spoke about the upbeat economic outlook for the region: “The most important factor underpinning our positive cyclical view is the turn in the goods cycle, which we believe is transitioning from a recovery to an expansionary phase. This is mainly led by semiconductors, due to the end of the inventory correction phase and rising AI demand. As such, the benefits should percolate largely to the open,tech-oriented economies in the region.” On the impact of Trump’s proposed 60% tariff on Chinese imports, Goldman Sachs analysts said: “The 2018-19 trade war did slow China’s economic growth, in our view. We estimated a cumulative drag of 0.65pp on the level of GDP in China through channels such as lower exports, increased uncertainty, and tighter financial conditions. If we were to linearly extrapolate our estimates but adjust for the now-smaller share of Chinese exports that go directly to the US, then a 60% tariff on Chinese goods would reduce China’s real GDP by around 2pp.” Our latest analysis Argentina’s exports rose in March. Inflation in France fell in March.  

COMMENT: Marty, I will see you on the beach. I sold everything. I live in a targeted white neighborhood. I should have moved in 2016 when you did. I agree —stick a fork in New York; it’s done. I am just glad I finally sold my house after months. JD REPLY: I think that’s what people do not understand. When they finally say OK and throw in the towel, there will be no bid for their property. You can’t be the last to leave when it comes to real estate. The pandemic shifted preferences in real estate (e.g., less need for dense city living temporarily), and some of that still influences the market. For example, studies found that for owner-occupied one- or two-family homes, in certain NYC neighborhoods, sale prices fell 8% in response to pandemic factors. What I can say is that what I pay in property taxes living on a private beach as I did in New Jersey, I am currently paying 85% of what I was paying in New Jersey 25 years ago. What I saved just in income taxes plus the property taxes, when to get here, you kick yourself in the but asking why the hell didn’t I come here sooner. Boca Rotan is rapidly becoming the new Wall Street. That trend began in 2020. When the last Wall Streeter leaves, please such out the lights.

Leer en Español Merchandise exports from Asia (excluding Japan) fell 5.3% year on year in 2023, the sharpest decline since 2015. This was chiefly due to a downturn in the global electronics cycle—electronics are the region’s key export—as firms ran down the large inventories they had accumulated during the pandemic rather than making new purchases. But in recent months the tide has turned, and our Consensus is for further rises in exports from Asia in coming quarters. AI boom helps exports from Asia to recover After many months of continuous contractions, goods exports from Asia finally returned to growth in Q4 2023 in many of the region’s key exporters, such as China, Korea, Taiwan, Thailand and Vietnam. And this improvement has continued this year, with export readings often beating the market forecast; Taiwan’s March exports growth was more than double analysts’ forecasts, for instance. The gradual exhaustion of the electronics destocking cycle and the surge in demand for AI applications around the world is buoying demand for the region’s IT exports—particularly for semiconductors, the backbone of the AI industry. Upgrades to the market forecast Since the end of last year, our Consensus for growth of goods exports from Asia (excluding Japan) in 2024 and 2025 has roughly doubled to 2.2% and 4.4%, respectively, with further upgrades possible in the months ahead. These readings would be higher still were it not for China, whose export growth is set to be muted due to Western trade and tech restrictions, plus overcapacity in some sectors weighing on export prices. Risks to the outlook for exports from Asia are elevated Not everything will be plain sailing for exports from Asia in the coming years. As well as the aforementioned difficulties faced by China, rising protectionism in the West more generally is a key risk to the region as a whole. If Donald Trump clinches the U.S. presidency, he has threatened to jack up tariffs not just on China but also on the wider world, which could rewire the global trade environment—and not in Asia’s favor. Adding to this, the EU is also aiming to build greater autonomy in key strategic sectors such as electric batteries and microchips. And in the Middle East, conflict could further disrupt trade flows; shipping via the Red Sea has already been interrupted this year by Houthi attacks.   Insight from our panelists Sonal Varma and Si Ying Toh, research analysts at Nomura, spoke about the upbeat economic outlook for the region: “The most important factor underpinning our positive cyclical view is the turn in the goods cycle, which we believe is transitioning from a recovery to an expansionary phase. This is mainly led by semiconductors, due to the end of the inventory correction phase and rising AI demand. As such, the benefits should percolate largely to the open,tech-oriented economies in the region.” On the impact of Trump’s proposed 60% tariff on Chinese imports, Goldman Sachs analysts said: “The 2018-19 trade war did slow China’s economic growth, in our view. We estimated a cumulative drag of 0.65pp on the level of GDP in China through channels such as lower exports, increased uncertainty, and tighter financial conditions. If we were to linearly extrapolate our estimates but adjust for the now-smaller share of Chinese exports that go directly to the US, then a 60% tariff on Chinese goods would reduce China’s real GDP by around 2pp.” Our latest analysis Argentina’s exports rose in March. Inflation in France fell in March.  

COMMENT: Marty, I will see you on the beach. I sold everything. I live in a targeted white neighborhood. I should have moved in 2016 when you did. I agree —stick a fork in New York; it’s done. I am just glad I finally sold my house after months. JD REPLY: I think that’s what people do not understand. When they finally say OK and throw in the towel, there will be no bid for their property. You can’t be the last to leave when it comes to real estate. The pandemic shifted preferences in real estate (e.g., less need for dense city living temporarily), and some of that still influences the market. For example, studies found that for owner-occupied one- or two-family homes, in certain NYC neighborhoods, sale prices fell 8% in response to pandemic factors. What I can say is that what I pay in property taxes living on a private beach as I did in New Jersey, I am currently paying 85% of what I was paying in New Jersey 25 years ago. What I saved just in income taxes plus the property taxes, when to get here, you kick yourself in the but asking why the hell didn’t I come here sooner. Boca Rotan is rapidly becoming the new Wall Street. That trend began in 2020. When the last Wall Streeter leaves, please such out the lights.