Saturday, May 03, 2025

Trump at 100 Days: He’s Blowing It

This week marked the 100th day of the second Trump administration, a demonstration project in the theory of relativity (under the gravitational pull of an orange gas giant, each day feels like a week). Most Americans already agree he’s grossly mishandling the job, and his 14-week spree has weakened our democratic foundation. Trump has flouted the rule of law, driven the economy into a ditch, and begun dismantling key structures supporting government. Yet I have a confession to make (as much to myself as anyone else): despite all this, I’m actually feeling a tiny bit hopeful. It’s a funny, attenuated hope, because I am convinced the U.S. is headed for a period of sharp decline. You find hope in strange places, though, and Trump’s incompetent, erratic behavior is where I’m finding mine.

American presidents enter office with a finite amount of power, and it only diminishes over time. This is the nature of democracy—politicians win elections to build political capital, and they spend it governing. In an election campaign, politicians can promise the world, and voters and even elected party members get caught up in the rush. But then comes the actual sausage-making, which sparks conflict over competing visions, followed by horse-trading, and ultimately, in the best case, a form of compromised legislation no one loves. That’s politics.

That first six months or a year is when a president has the most power they ever have. This year, the GOP had the grandest plan of all—using the election of Donald Trump to dismantle American democracy. Project 2025was the blueprint, and despite Trump’s efforts to distance himself from that plan during the election, it quickly became the administration’s guiding document. Trump has always hated democracy and its attendant limits to power, so he was happy to lead the charge into the illiberal democracy it outlined.


Trump’s reelection, moreover, enervated the resistance, giving him a free hand to maneuver. The Democratic Party was completely disorganized and flat on its back, more often offering gestures of conciliation than opposition. Trump had lined up Congress, the Supreme Court, and religious and business leaders to work in coordination. Everything was in place, and if he moved quickly enough, he could use the period to install framework that would permanently ensconce the GOP in control, ala Victor Orbán or Recep Tayyip Erdoğan.

And yet, after 100 days, he’s blowing his golden opportunity.


An Excellent Strategy

One can see the contours of a successful strategy hiding underneath the chaos. Trump stocked his cabinet with lackeys who would undermine disfavored departments until he and Congress had a chance to dismantle them. He had already done an exceptional job bending corporate power to his will, and he might have used tariffs selectively to reward supplicants and foreign powers he favored, while punishing holdouts and foreign powers he wanted to bring to heel.


He and the GOP had a theory about tearing down the parts of the federal government they didn’t like while using others to actively advance their agenda. It would extend presidential power, but with the courts backing Trump, seemed eminently doable. And so they got started.


Attacking science and education is one of the first chapters in the autocrat’s playbook, and so it wasn’t surprising to see Trump’s moves there. Independent sources of information are innately problematic for an autocrat; even if they’re not actively opposing the government, teachers and professors aren’t part of the misinformation apparatus. Taking control of K-12 and higher ed is a great way to erode independent thought and opposition—and turn them into organs of propaganda. Science is not as straightforward, but can be a problem if it remains fully independent—that’s especially true of social science and economics. The government needs to take control of those areas that can harm it, while bolstering the tools of control. Weapons and tech are indispensable, so autocrats love those.

The federal government is an extremely potent instrument for those who want to wield it corruptly. Trump might have created a classic patronage/spoils system to reward red and purple states while crippling blue states, and he did make some gestures in that direction. His anti-DEI approach revealed a pathway here. Blue states would try to protect their underrepresented populations, giving Trump an opportunity to target them by withholding dollars and even cracking down with force. Blue states offer many such filters for Trump to target: sanctuary laws, abortion, environmental laws. It’s likely that he will eventually use them as tools them to crush opposition in concentrated regions of Democratic power.


He effectively targeted enemies and the media. This created a chilling effect, and in those hundred days we saw big law firms and media orgs pre-obey. His attacks on individuals, meanwhile, limited the number of dissenters who would risk an attack by the DOJ. Pulling security details from individuals was a warning to current and future employees. 

Renaming Denali and the Gulf of Mexico and similar efforts were smart politics. They demoralized his opposition with little cost. Targeting trans people, as cruel and disgusting as it has been, is classic and effective authoritarian politics. (A dutiful media played along, spending their time hounding Dems on the issue, too—another advantage for the autocrat in punching down.) Bringing the military under his power by firing generals is also classic authoritarianism, and he quickly weeded out the potential troublemakers.

A lot of the stuff in Project 2025 is merely borderline illegal and buttressed by a vast corpus of dubious legal theory Trump judges were ready to deploy in defense of it. Using his honeymoon period, Trump and the GOP might have jammed a lot through without much resistance. Carefully-planned initiatives would have been ready-made to just pass judicial muster. For much of those hundred days, it appeared like he had broad support—certainly the most he’s ever enjoyed. Almost no one was willing to stand up to him. For the first time in Trump’s, elite power was scared and compliant. Had he followed the plan, Trump was in an excellent position to seize control of the government before the opposition could organize to stop him.


Incompetence and Stupidity

Instead, Trump Trumped. While he did pursue much of the Project 2025 agenda, he couldn’t resist adding his own patented “flair.” His grandiosity wouldn’t allow him to play his coup safe—he had to escalate and antagonize. He is too dumb to understand those legal lines or the ways in which his excesses undermined his own cause. As always, for Trump’s enemies, the best ally is always Trump.

He allowed Elon to ravage the federal government in stupid, broadly objectionable, and clearly illegal ways. It was almost the opposite of a spoils system: Elon took visible delight in screwing Trump supporters in rural states as much as blue-state libs. With DOGE, he began to alienate a judiciary unwilling to let him not just flout the law, but do it in service of actions that benefited no one—certainly not conservative justices.


Trump’s immigration initiatives were proceeding successfully—even sending immigrants to Guantanamo was going to be okayed by courts—but he had to escalate. A president has a lot of legal authority over immigration, but Trump’s acts were so egregious and ham-handed that even the Supreme Court couldn’t go along with it. In sending plainclothes goons to scoop up legal immigrants and disappear them to foreign dungeons, he activated a backlash from judges and regular citizens—even those who were broadly supportive of his immigration goals. In the end, the actions of DOGE and Trump’s illegal arrests and deportations turned one of the White House’s most important assets, the federal judiciary, into a foe.


Trump was winning on education, but he had to demand Harvard give him complete control over hiring and curriculum, measures no university would or could allow. He’s doing fairly well on bringing the military under control, but his choice of the wildly incompetent Pete Hegseth endangers that. A huge goal of Project 2025 was gutting the federal workforce (the “deep state”), but DOGE’s bumbling efforts, which included firing air traffic controllers and nuclear technicians, made even Republicans balk.


And then there were the tariffs. I mean, what to say? Believe it or not, they were actually a part of Project 2025, too. A Trump obsession for decades, I suppose they have some narrow utility to the blossoming autocrat—but even there, they have to contain some kind of internal logic. Trump’s absurd on-again, off-again approach, his weird fixation on punishing key allies, and the massive rates he set weren’t economic policy, but the actions of some combination of a mob boss and internet troll. Escalation, shock, and trolling—it may build an audience on social media, but it’s a poor macroeconomic approach.


It’s Still Really Bad, But

Anyone paying attention knew these four years would involve massive corruption and a turn away from democracy. When the Supreme Court gave Donald Trump immunity from criminal liability last year and the voters in turn gave him the presidency, the coming disaster became a fait accompli. The matter was done before it began. All the cruelty to marginalized citizens and immigrants, the tinpot dictatorish revenge against enemies, turning the ship of state into a massive confidence game, abandoning our allies, hiking tariffs, selecting incompetents and crooks to lead federal agencies—all of this was inevitable. With the stacked judiciary and compliant GOP Congress, there was no way to avoid it.

Add to that our buckling, 18th century beta-version constitution, nearly impossible to fix, which strengthens the hands of the minority and gums up the levers of government, and we were already in pretty bad shape. None of that was going to change, either. Even if Kamala Harris had won, we would have continued our slide to illiberalism. (It’s hard to imagine the Senate would have allowed her to seat a cabinet, and certainly no judges, and the courts were going to continue their habit of disallowing Democratic governance.) Our old, creaky democracy has been on its last legs for a while. Once we re-elected Trump—well, there was no scenario for a good outcome.


The best we could hope for is what we’re getting. It has only taken a hundred days for Trump to squander all his goodwill and wake up sensible Americans to his danger. (Yes, sensible Americans. Keep in mind that for a third of the voting public, maybe 20% of the population, what Trump and the GOP are doing is the right thing.) In order to salvage our democracy, we’re going to have to overhaul it. I don’t know if that means starting from scratch, or initiating large-scale reform, but been clear for years now that the basic structure of our government is broken, and that we have a party devoted to exploiting its faults for a functional coup.

Since overhaul is really our only chance to reverse things, and since a hundred days ago the chances of that were 0%, things seemed very hopeless. But today, a sizable and growing portion of the population sees these failures and also see the GOP’s goals for what they are. That still leaves us a long way from real change, but the chance is no longer 0%. 


Trump’s actions will result in real wreckage we’re all going to have to endure. The economy is going to tank, public health is going to get bad, the poor and vulnerable will fall into poverty, and the GOP will prey on queer folk and people of color. But that’s only going to further alienate Trump and the GOP. Is the likelihood of change very high? No, but it’s higher than it was a hundred days ago, and that’s because Trump and the GOP are cruel, bigoted, incompetent, and dumb. And that is definitely not going to change.

Sunday, April 13, 2025

The Explanation is Always Stupider

What a surreal week. Last Wednesday (April 2), Trump announced his “reciprocal tariffs,” which were an insane mash-up driven by 19th-century nostalgia and last minute AI formulae. The market see-sawed (nearly 5,000 points on the Dow) along with the tariff news, which became so confusing that even the White House couldn’t accurately calculate China’s rate. In the face of a collapsing stock market and disturbing trends in the bond market, was our President sober and grave? No. He was giddy, basking in all the attention he’d created for himself.

What would he do next? What was he up to? Throughout these ten days, official and surrogate explanations see-sawed along with events. High tariffs are super awesome! Lowered tariffs are super awesome! Also, future high tariffs are super awesome! Unless they don’t happen, which is also super awesome! (We have always been at war with Eastasia.)


Meanwhile, more serious people were all laser-focused on one question in an effort to save their businesses, retirements, and bank account balances: what are the tariffs supposed to accomplish? For people who care about the economy or their personal wealth, the answer is critically important. If we can figure out what Trump is trying to do, maybe we can prepare for the fallout.

I’ve spent the last two months reading and listening to various serious and unserious people attempt to answer the question and almost to a person they’re getting it wrong. They have made a category error, believing the answer has something to do with macroeconomics or industrial policy or cowboy diplomacy. To their credit, a good many of them have even applied a heavy “stupidity” filter to try to account for the jittery mind making these “decisions,” but their explanations always end up in a blind alley of confusion and contradiction.

Trump is in the process of rewiring the U.S. economy, some say, freeing up capital by shifting U.S. away from a tax-based revenue scheme. It’s very America-first: tax goods made by foreigners to fund the smaller, DOGEd government, and U.S. companies will be have the largest economy in the world all to themselves. To a simpleton, they note, it makes sense, but here’s why it’s wrong….

No, say others—it’s nothing so grand. However misguided, Trump believes tariffs will help rebuild the country’s industrial base. This jives with his juvenile fascination with big factories puffing smoke while burly men sweat in front of blast furnaces. Trump loves a big truck and a man with a wrench. It’s all about inflating his ego, they continue, but here’s what you need to understand about industrial policy….


No, no, no, even this analysis is too sophisticated, the real cynics argue. Instead, he’s playing mob boss and putting pressure on other countries to extract certain concessions before he cancels their tariffs. Pay the protection money, and Don Trump will make sure nothing happens to your pretty little country. Of course, it will never work when you consider how hard it is to create bilateral trade pacts, which I’ll explain now….


Well. These answers rest on an unspoken assumption that the answer to the basic question—what will the tariffs accomplish?—relates to the economy at all. All the explanations, all the reporting that fit his actions into the framework of sober governance, it’s all wrong. This thinking is a category error. He’s not thinking about public policy or the economy when he makes these decisions, he’s thinking about Donald Trump. Remember the iron law when trying to figure out his motives: the explanation is always the stupider.


Fortunately, there is a cheat code that infallibly reveals what Trump is doing. It goes like this: what action would a man with narcissist personality disorder take to ensure he is the center of attention, no matter how favorable or negative it is?

When you apply this filter, all of a sudden tariffs are high explicable—and in fact, inevitable. For the malignant narcissist, tariffs are the perfect issue. Outside of war, nothing has the capacity to focus so much attention from so many people on a single individual. The issue places him at the center of very important conversations all across the planet, and it is impossible to tune into the news anywhere without hearing Trump’s name.


It’s not a purely performative issue like the wall, either—tariffs truly have the capacity to alter the world, and permanently. When he listens to the sound of the market spiking or collapsing, it’s saying “Trump.” The most powerful people in the world, thousands and thousands of them, are talking about Donald Trump. CEOs are calling and pleading with him. Foreign leaders are giving speeches about him. Newspapers are full of stories about him. Fox News is on a constant loop about what a genius he is.


It doesn’t matter that the economy may be tanking, nor that his political enemies have ammunition to use against him. The situation has created a worldwide panic, and he is at the center of it. And no matter what happens, it will leave a legacy for Trump. For the narcissist who doesn’t care if he’s remembered as a Gandhi or a Hitler so long as he’s remembered, it’s an amazing hack. (The fact that it’s incredibly simple is also a huge bonus for a man as lazy as Trump.)


Let’s consider the flip-flops, which most politicians try to avoid. If we’re thinking in terms of public policy or economics, they don’t make any sense. But as techniques to rivet attention on Trump? Ideal.

It’s a pattern we’ve seen a hundred times. First, Trump begins by announcing a thing that will happen in the future—tariffs in this case. This brings a lot of attention, and ensures it will persist until the future thing arrives. (Trump learned a long time ago that it doesn’t matter if it ever arrives—you can’t take away the attention he got by announcing it in the first place. Again, his focus may be getting attention, but his mode is laziness.)


Next, he reads the room and pivots based on the reactions he receives. If he gets a tepid response, he’ll try pouring gasoline onto his fizzling fire. Not only will we build a wall, but Mexico will pay for it! No one has ever seen anything like this before! In the case of the tariffs, reversing himself meant injecting a new dynamic into the situation. The markets jumped and his allies spent a day praising him. Meanwhile, he used higher Chinese tariffs to look tough, which let him have it both ways. It was genius, of a kind. It didn’t seem possible for Trump to get moreattention once the tariffs began, but he managed to pull it off.


Finally, Trump announces another round of future actions. Again, he may never take these actions, or he may change his mind along the way, but in the moment he’s deferring action, he’s bringing the attention back to himself. By postponing the tariffs for three months, he ensures everyone will have to stay engaged with him for another 90 days, and he sets himself up for another marquee moment in July.

You may point out that he has policy “commitments” and has been a fan of tariffs for years. Really? Views like those he held on abortion, Christianity, or the Democratic Party? This is a man who will abandon any view in a New York minute if it offers even fleeting benefit. He’s far more famous for his lack of conviction, for flip-flopping on his positions day by day—spouting whatever view brings him the most attention in a given moment. Does anyone really believe he has a deep philosophical commitment to tariffs? Of course not.

The shocking thing about the tariff situation is that the stakes are so high. It makes it harder for us to imagine this is all an attentional tantrum, but not only is it consistent with his behavior, it’s the only thing that makes sense.


As a coda to all of this, yesterday the White House exempted “smartphones, computers and some other electronic devices” from the Chinese tariffs. This takes the pressure off Apple and other electronic companies, but the relief doesn’t make a lot of sense in policy terms. Trump has declared trade war on China. Three days later he offers a partial surrender? But it’s not about policy, and he doesn’t care about the details. This concession doesn’t mean he’s paying attention to treasury bonds or that he’s “softening his position” on tariffs. It doesn’t mean anything.

Donald Trump is a narcissist and the answer to what he’s up to is incredibly stupid. He’s doing it for the attention.

Thursday, April 10, 2025

75 Days of Stable Genius

Yesterday, billionaire Trump sycophant Bill Ackman took to X to praise the President. “This was brilliantly executed by @realDonaldTrump. Textbook, Art of the Deal.”

Let’s review the tape.

January 26: President Gustavo Petro refuses to accept Colombian migrants from the U.S. In a declaration misspelling the country’s name, Trump enacts 25% tariffs on Colombia. Colombia immediately declares retaliatory tariffs. Hours later, Colombia accepts the migrants and both countries cancel the tariffs.

(Dow: 44,713)

January 27: Trump lackeys trumpet the president’s actions and a White House statement declares “America is respected again.”

February 1: Announces 25% tariffs on Canada and Mexico, and 10% additional tariffs on China. “They owe us a lot of money, and I'm sure they're going to pay." All three countries promise retaliation.

(Dow: 44,421)

February 3: Trump delays tariffs on Mexico and Canada for 30 days.

(Dow: 44,556)

February 7: Canadian Prime Minister Justin Trudeau warns, "Mr Trump has it in mind that the easiest way to do it is absorbing our country and it is a real thing.”

February 10: Announces 25% tariffs on all aluminum and steel imports.

(Dow: 44,593)

February 13: Announces “fair and reciprocal” tariffs on (all?) foreign countries. Details are vague. Trump: “Prices could go up somewhat short term, but prices will also go down. So Americans should prepare for some short-term pain.”

(Dow: 44,546)

March 4: The 25% tariffs on Canadian and Mexican imports begins. Fearing spiking energy costs for American customers, Trump lowers the tariffs on Canadian energy to 10%.

(Dow: 43,006)

March 5: Delays 25% tariffs on car companies for one month.

(Dow: 42,579)

March 6: Amid blowback and falling stock prices, Trump relents and again delays the tariffs on Mexico and Canada for a month, declaring as he does so that there were “no delays at all.”

(Dow: 42,801)

March 12: The 25% tariffs on steel and aluminum begin.

(Dow: 40,813)

March 26: Announces a 25% tariff on all automotive imports (vehicles and parts).

(Dow: 42,299)

April 2: Announces “reciprocal” tariffs on all countries save Russia, Belarus, Cuba and North Korea. Tariffs are calculated by trade deficits, not foreign tariffs, based on a formula possibly created by AI.

(Dow: 40,545)

April 8: On the eve of the tariffs taking effect, Trump brags to a Republican audience, “I’m telling you, these countries are calling us up, kissing my ass. They are. They are dying to make a deal. ‘Please, please, sir, make a deal. I’ll do anything. I’ll do anything, sir!’”

He insists, “I know what the hell I’m doing. I know what I’m doing.”

(Dow: 37,645)

April 9. Hours after the new “reciprocal” tariffs had taken place, and amid hastening market collapse, Trump relented, delaying the higher tariffs for 90 days while retaining 10% tariffs on these countries. He also raised tariffs on China to a rate of 125%.

Republicans spend the day declaring Trump a master negotiator, routinely invoking The Art of the Deal.

(Dow: 40,608)

April 10. After a rally following Trump’s latest flip-flop, stock markets begin the day in steep decline. Dow: 39,459 (11:30am ET)