(Alt-Markets)—If you really want to counter the chaos grifters of the political left in the US, then you have to be willing to offer a coherent and consistent plan which dissolves the chaos they thrive on. Planning eases instability. Consistency defeats confusion. Clarity squashes disorder. The public needs to see a comprehensive list of standards, actions and goals and they don’t like it when their leaders suddenly derail the train.
When it comes to economics, vision is meaningless. Every idiot out there has an economic “vision”, very few people have any idea how to get from Point A to Point Z.
To be clear, Trump has limited political capacity to change the economy for the better. He has three years left on his second term and the fiscal problems he’s dealing with were created through decades of government and central bank mismanagement (or deliberate sabotage).
Even if Trump had two more terms it would be difficult, and I’m setting aside the fact that the political left DOES NOT WANT the economy to be fixed and will do everything in their power to keep instability in place. Why? Because the worse things get the greater their election chances in 2026 and 2028. And, the more the system breaks the easier it is to convince the public that socialism is the ultimate solution.
To bring our nation back to legitimate self reliance would require a total reformation of our society and the removal of the political left (including globalists) from the equation. Part of this long term reformation demands a reversal of open borders ideology and multiculturalism, which has ravaged the west. Migrants view our economy as a “global commons”, a wealth pool they are all entitled to access. They don’t see it is a privilege, they see it as a “right”.
This is something that Trump does have the capacity to fix in the three years he has left in office, but he has a tendency to get sidetracked by minutia and bad advice.
I have been warning since before Trump was re-elected that the economy was going to be his Achilles Heal. From past examples it seems that Trump delegates a lot of his policy ideas to advisers and among these advisers (he has dozens of them, official and unofficial) there are always people who give him suicidal arguments and terrible talking points.
His lack of concrete planning for economic repair is putting conservatives on edge and handing immense social influence over to Democrats and woke activists. All they have to do is point at the lack of a clear strategy and suggest that they can do better (they can’t, but it won’t matter to voters living paycheck to paycheck).
Trump has done some things right. His tariff policies are absolutely necessary to counter the wealth gap created by corporate globalism. The US has been turned into a consumer nation that continuously takes on debt in order to create ever depreciating wealth. That wealth is then siphoned from the public by international conglomerates, banks and foreign interests. We are being slowly drained of our lifeblood by a nest of vampires.
Tariffs are one of the few measures at Trump’s disposal to unilaterally stop the bleeding and force corporations to bring the wealth and jobs back to the US. This is done through new domestic manufacturing and the end of general outsourcing using third world labor. Globalism is NOT the free market, it is the opposite. It is forced interdependency of nations and economies to the benefit of a tiny handful of ultra-wealthy elites.
The tariff fight is direct and Trump’s reasons are evident. The average Joe wants more American jobs with higher salaries for the middle class instead of wallowing in low-wage retail and service sector hell. But Trump can’t say he’s fighting for this end result through tariffs and then turn around and let an army of migrants take middle class jobs.
The President stumbled into multiple forehead slapping blunders this past week. He called for 600,000 Chinese students to prop up US colleges. He called for 50-year mortgages to offset plunging home ownership, and he argued that America doesn’t have the talent pool to fill jobs taken by H1B foreigners.
I’ll focus on his flip-flop over H1B visas because it’s an obvious example of Trump trusting biased advisers when he should be following his campaign policies (The foreign student issue requires a separate article. The 50 year mortgage idea feels lazy and pro-banker, but no one is forced to take on a long term mortgage).
The H1B issue reveals Trump’s great weakness: He doesn’t have a clear economic plan with rules and goals – Making him easily changeable and vulnerable to outside influence. He’s playing the situation by ear. That might work for some problems, but not for a financial system weakened by stagflation and mass immigration. I am, of course, also operating on the assumption that Trump WANTS to fix the economy and doesn’t want to be blamed for its downfall.
There are approximately 730,000 foreign workers operating in the US today on H1B visas. Most of these workers come from third-world economies, 70% of them come from India. I’ve written about this in the past, but there is a hidden dynamic in play when it comes to third world countries and remittances.
Remittances are cash transfers from illegal migrants and visa holders back to their home countries. These transfers represent a massive dollar-based wealth transfer to certain nations. India is the largest recipient of remittances from the US (Mexico is the second largest). Over $129 billion is transferred from foreign workers into India every year.
To put this in perspective, this is nearly three times the amount that India spends annually on public welfare programs. It’s also almost twice the amount of the dollar value in goods that India exports to US markets. That is to say, remittances are far more important for cash flowing into India’s economy than manufacturing and agricultural exports to US consumers.
It is possible that in order to cut deals with India on tariffs Trump is compelled to back off of his opposition to H1B. That said, I think that more pressure is coming from his associates at home than political leaders in India.
Trump’s recent argument is, essentially, that America isn’t able to function without H1B workers and that Americans are not able to fill the jobs that these migrant do. This is utter nonsense.
There are advisers from the corporate sector that are keen to keep the caravan of cheap labor marching forward (Elon Musk has not hidden his views on this, though I think he wrongly downplays the wage factor). Then, there are also Indian-American conservative politicians and academics like Vivek Ramaswamy and Dinesh D’Souza who make rather impassioned declarations about American workers who are not up to snuff.
Even conservatives with migrant backgrounds often don’t view America as a culture they need to adapt to and support, they view it as an economic zone for their countrymen to freely access and exploit. This is their definition of the “American Dream”, and this is why immigration is a problem. Illegal immigration certainly, but H1B is also a concern. These people are quick to trash on Americans as “too uneducated” or “too lazy” to take on certain jobs.
First and foremost, H1B holders are not working integral jobs. The vast majority (65%) work in IT and software development, largely for Silicon Valley. Only 9% are architects and engineers and 1% are doctors. These are not key workers keeping America afloat with their skills, though they might be keeping Silicon Valley companies afloat with their cheap labor.
Second, H1B workers are not hired for their expertise, they are hired because they work for less money on average. Over 80% of visa applicants are hired for entry level positions or “junior/qualified” roles.
Analysis from 2020 to 2025 shows that H1B employees are consistently paid less than their American counterparts (10% to 30% less depending on the sector and job). The H1B program legally allows companies to pay foreign workers less. The White House’s own documentation outlines this problem.
The biggest lie about H1B is that foreign workers are hired because they have the training. Many do not. In fact, companies run training centers in the US, bring workers over on visas, then teach them how to do the jobs they’re being hired for. Even worse, American employees are often forced under contract to train their third world replacements before they are laid off.
One could argue that H1B applicants are usually required to have a degree for the job they want to work. Not surprisingly, there are numerous programs for foreigners to gain admission to US colleges. Around 60% of Indian H1B holders got their degrees in US colleges, not Indian colleges. Over 300,000 Indian students go to college in the US every year. There are over 1,100 different college scholarship programs in the US specifically catering to Indian students.
Again, why aren’t these classroom seats and jobs being filled with American citizens first? Are foreign workers more talented, or are they just being offered more opportunities because they are cheaper to hire?
This is about US companies taking advantage and saving money on labor, it has nothing to do with skill or education.
Trump ran on a campaign platform of America for Americans and America first. The H1B program was originally designed as a way to bring foreign workers with niche skills to the US to fill desperately needed roles. Instead, they are used by conglomerates to supplant American workers for less pay. They are also used by foreigners as the primary stepping stone to quick US citizenship, and by foreign governments as a way to drain wealth from the US economy.
If a foreign worker really has something to offer that’s valuable to our country, then by all means, let’s bring them here. However, no foreign worker should be given a visa until companies at least attempt to hire and train Americans for these roles. If they can’t find enough people, only then should those jobs be outsourced.
When Trump ignores these factors, it makes it seem as though he is abandoning the America First mantra that got him elected. It runs contrary to his efforts to keep jobs in America for Americans. Furthermore, blindly defending H1Bs from the third world undermines his goal of reducing immigration to only the best and brightest. Yes, there are many educated workers coming from countries like India – Because we educated them and trained them to replace us.
The point is, if we can educate and train third worlders, then we can easily educate and train Americans. Therefore, there’s little reason for H1B to exist.
If the economic plan is to make America stronger by retaining our jobs and resources, then stick to the plan, Donald. Stop acting like the US is an open economic zone. Establish education programs that favor American citizens that want to train for these jobs. Close the low wage loophole for foreigners. Remove the incentives that encourage corporations to hire outside the US and watch how many middle class jobs (and dollars) boost the US economy instead of feeding bank accounts in India. This is within your power as president.
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Two Storms, One Harvest
Every food crisis in living memory has been a one-shock event. The 2008 price spike was a commodity bubble. The 2020 shortages were a logistics failure. The 2022 grain scare was a war on one exporter’s ports. Each time, the system bent, adjusted, and recovered, and each time the experts assured us afterward that global markets are simply too big and too diversified to fail.
What nobody in Washington seems eager to discuss is that 2026 is shaping up to be something the modern food system has never actually faced. Two independent shocks, one climatic and one geopolitical, are converging on the same harvest cycle at the same time. Not sequentially. Simultaneously.
Start with the weather. The Pacific Ocean is currently building toward what forecasters now openly call a record event. NOAA’s Climate Prediction Center puts the odds of at least a strong El Niño near 88 percent, with roughly two in three odds it reaches “very strong” status, the tier reserved for perhaps three or four events in the entire satellite era. Every major global model now projects a median peak in Super El Niño territory, and most of them project it exceeding the 2015-16 event, which until now held the modern record. Sea surface anomalies were already brushing the super threshold in mid-July, months before these events normally peak. The atmosphere has already shifted into El Niño mode, and the event is forecast to crest in late fall and early winter.
This is not about “climate change.” It’s about the standard cycles of weather, and the cycle we’re currently in is one that has likely devastated societies in the past. We’re better prepared as a society today, but not all Americans are equally prepared.
Serious households have started doing the quiet math on their own. Grocery bills tell part of the story, and the forecast maps tell the rest, which is why long-term food storage has moved from fringe hobby to mainstream line item in the family budget, with established suppliers like Heaven’s Harvest seeing demand from people who five years ago would have rolled their eyes at the idea. That instinct is not paranoia. It is pattern recognition, and the pattern is worth walking through carefully.
Editor’s Note: Heaven’s Harvest IS a sponsor, but the warnings of this article are real and would be written even if we didn’t have a survival food sponsor. With that said, those who take advantage of what they offer can use promo code “Patriot” for 15% off.
The Fertilizer Clock Is Already Running
While the Pacific warms, the second shock has been unfolding in the Strait of Hormuz. The conflict with Iran turned the world’s most important energy chokepoint into a contested waterway, and the consequences reach far beyond the gas pump. Roughly a third of global fertilizer trade moves through Hormuz, and the disruption sent urea prices up 86 percent year over year by March, with a 53 percent jump in a single month.
The World Bank projects energy prices rising about 24 percent in 2026 and fertilizer about 31 percent. By its own accounting, fertilizer prices ran 35 percent higher in the first five months of this year than the same period last year.
Here is the mechanism the nightly news will not explain. Fertilizer is not a grocery item. It is a time-delayed input. The nitrogen a farmer in Iowa or Punjab could not afford to apply this spring does not show up as a problem this spring. It shows up as a thinner harvest six to twelve months later.
The World Bank’s own food security brief concedes that the effects of reduced applications earlier this season “are likely to become visible only later in harvest outcomes.” Translate that from institutional language into plain English and it means this. The damage is already done, it is already in the ground, and we are simply waiting for it to arrive on the shelf.
Now check the calendar. Six to twelve months from the spring planting season lands us squarely in late 2026 and early 2027. Which is precisely when the strongest El Niño in the instrumental record is forecast to peak, bringing its signature droughts to Southeast Asia, Australia, southern Africa, northern Brazil, and South Asia, the very regions that grow the world’s rice, sugar, and oilseeds.
The World Bank warns openly that a strong El Niño “could disrupt multiple crop belts simultaneously” on top of the conflict-driven input costs. Their baseline projection assumes the Middle East disruptions ease by autumn. What in the last two years of Middle East history suggests that assumption is safe?
The System Has No Slack Left
The comfortable answer is that global markets always adjust. But adjustment requires slack, and the slack is gone. Global cereal production is expected to decline from last year’s records even before El Niño does its work. The UN World Food Programme, hardly a den of right-wing preppers, is calling this the most significant disruption to its supply chains since Covid and the invasion of Ukraine, and its supply chain director put the stakes bluntly.
Today’s supply chain challenges are tomorrow’s hunger crisis.
There is also a political dimension that markets cannot price. When food gets scarce, governments do not behave like economists. They behave like politicians. Export bans, hoarding mandates, and panic buying at the national level turned the modest rice shortfall of 2008 into a global crisis, and analysts are already warning that import-dependent nations are the first dominoes.
The 2015-16 Super El Niño, a far weaker event than what is now forecast, threw tens of millions into food stress across Africa and Asia. This one is projected to be stronger, and it arrives with fertilizer already rationed by price and shipping lanes already contested by missiles.
What Joseph Knew
Scripture does not treat preparation for lean years as faithlessness. It treats it as wisdom delivered in advance to those willing to act on it.
Behold, there come seven years of great plenty throughout all the land of Egypt: And there shall arise after them seven years of famine; and all the plenty shall be forgotten in the land of Egypt.
Joseph did not respond to that warning with a hashtag or a committee. He stored grain during the years of abundance, and when the famine came, Egypt stood while its neighbors begged. The lesson is not that famine is certain. It is that the time to prepare is precisely when preparation still looks optional.
Nobody who filled a pantry in a year of plenty has ever regretted it, and nobody standing in an empty aisle has ever been glad he waited for certainty.
None of this calls for panic, and panic is the enemy of sound judgment anyway. It calls for the same unglamorous prudence our grandparents considered ordinary. Keep some cash margin, know your local growers, and put real food in deep storage while it is cheap and available, because the entire arc of this story is that cheap and available is a closing window.
Families looking for a straightforward place to start can visit Heaven’s Harvest and use promo code Patriot for 15 percent off long-term storable food. The forecasts may yet soften, the strait may yet reopen, and we should pray they do. But hope is a fine thing to hold and a foolish thing to eat.
