OPENING THESIS
The establishment pulled their oldest trick this week. While patriots cheered Trump's America First trade revolution, the swamp quietly opened a back door. "Politically connected" companies are getting secret tariff exemptions through an "opaque process" that Senate Democrats call corruption. The same tariffs designed to protect American workers are being waived for those with the right lobbyists. This isn't America First. This is swamp first. | | SITUATION REPORT
The Tariff Loophole Nobody's Watching
Trump's tariff regime collected $490 billion in its first year according to the Tax Foundation. That's real money flowing back to America's treasury. But Senate Finance Democrats discovered something disturbing this week.
Certain companies are getting tariff relief through what Senator Van Hollen called an "opaque process that appears to favor the politically connected." Translation: If you can afford the right DC law firm, your China imports suddenly become American-friendly.
The Supreme Court is simultaneously weighing whether Trump can even use emergency powers for tariffs under IEEPA. Legal uncertainty is creating two markets: one for connected players who get exemptions, another for everyone else who pays full freight.
Meanwhile, traditional US allies are reassessing their economic strategies as Trump's trade policy shifts create "uncertainty around long-standing economic and political alliances."
Patriot Signal: The tariff system is becoming exactly what Trump campaigned against — a rigged game favoring insiders over working Americans. | | The Multi-Billion Dollar Scam Nobody's Talking About | | Fraud is being exposed everywhere right now. Billions gone. | But they're missing the big one... | A legal scam that affects 95% of ALL Americans. | Oxford Club's own Marc Lichtenfeld hit the streets of South Florida to expose it in broad daylight. | Watch along as he captures real people's reactions LIVE on camera. | Click here to see the video. |
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| | THE REAL STORY
When America First Becomes Cronies First
Here's what the mainstream media won't tell you about Trump's tariff exemptions. The process isn't transparent. There's no public database of which companies got relief. No published criteria for approval. No accountability mechanism for decisions.
Senator Van Hollen and Finance Committee ranking member Wyden are demanding records from the administration. Their letter specifically mentions concerns about "corruption and economic harm" from the exemption process. These aren't progressive blowhards. These are senators doing actual oversight.
The economics tell the story. Section 232 tariffs will raise $490 billion through 2035 according to Tax Foundation analysis. But that's only if everyone pays. Every exemption is revenue lost and competitive advantage stolen from law-abiding American businesses.
Think about this practically. Company A pays 25% tariffs on Chinese steel. Company B gets a quiet exemption because they hired the right lobbyist. Who wins the manufacturing contract? Not the company following Trump's America First vision.
This is the exact crony capitalism Trump ran against in 2016. The same pay-to-play politics that Hillary Clinton perfected. The same insider dealing that made Americans furious enough to elect an outsider.
Patriot Signal: Tariff exemptions create two-tier capitalism where political connections matter more than American manufacturing investment.
FOLLOW THE MONEY
Your Portfolio In A Rigged Game | | Industrial stocks like Caterpillar (CAT), Deere (DE), and US Steel (X) rallied on Trump's manufacturing revival promise. But selective tariff enforcement undermines that entire thesis. How do you price American competitiveness when some competitors get secret advantages?
Treasury Secretary Bessent testified this week about economic growth projections, but he didn't mention tariff exemption revenue losses. That's a material omission for bond markets pricing deficit risk. | Energy infrastructure plays like Nucor Corporation and Steel Dynamics depend on level playing fields. When foreign steel gets exempted for certain buyers but not others, American steel companies can't plan investments or pricing. This kills long-term competitiveness.
Smart money is watching the exemption patterns. If tech companies get relief while industrial manufacturers pay full freight, that's a sector rotation signal. If agricultural inputs get exemptions while finished goods don't, that's an input cost advantage play.
Patriot Signal: Uneven tariff enforcement makes industrial investment decisions impossible and rewards political lobbying over American production. | The Hidden Crypto Setup Under Trump | Everyone sees the dip. | Few understand the setup behind it. | While investors panic, Trump is quietly engineering what could become the biggest digital-asset wealth transfer in U.S. history. | His team is filled with crypto advocates, regulations are being stripped away, and a national altcoin reserve is being built. This is a coiled spring disguised as fear. | Get the urgent blueprint showing how to position yourself before prices rip higher. | © 2026 Boardwalk Flock LLC. All Rights Reserved. 2382 Camino Vida Roble, Suite I Carlsbad, CA 92011, United States. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Readers acknowledge that the authors are not engaging in the rendering of legal, financial, medical, or professional advice. The reader agrees that under no circumstances Boardwalk Flock, LLC is responsible for any losses, direct or indirect, which are incurred as a result of the use of the information contained within this, including, but not limited to, errors, omissions, or inaccuracies. Results may not be typical and may vary from person to person. Making money trading digital currencies takes time and hard work. There are inherent risks involved with investing, including the loss of your investment. Past performance in the market is not indicative of future results. Any investment is at your own risk. |
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| | WHAT THEY WON'T TELL YOU
The DOGE Contradiction
Here's the beautiful irony nobody's discussing. While DOGE hearings this week uncovered billions in fraud and improper payments, the same administration is creating new opportunities for insider dealing through tariff exemptions.
Congressman Goldman's DOGE research shows the federal government wasted hundreds of millions in direct violation of federal law under Biden. But what's the functional difference between welfare fraud and tariff favoritism? Both steal taxpayer value through corrupt processes.
The Government Accountability Office documented systematic waste where "hiring laws put in place to safeguard taxpayer dollars were not followed." Sound familiar? Tariff laws were put in place to protect American workers. When exemptions bypass that protection for political favorites, it's the same pattern.
DOGE identified over $117 million in documented waste requiring congressional oversight. Tariff exemptions require the same scrutiny. Both represent government power being used against citizen interests.
Patriot Signal: You can't drain the swamp by creating new swamps in different departments. | | | The world's wealthiest individuals are making huge moves with their money. | Warren Buffett just liquidated billions of shares. Bill Gates sold 500,000 shares of Microsoft. Jeff Bezos filed to sell Amazon shares worth $4.8 billion. | What is going on? One multi-millionaire believes they are preparing for a catastrophic event. But not a crash, bank run, or recession. It's something we haven't seen in America for more than a century. | For the full story, click here. |
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| | THE BOTTOM LINE
Patriots didn't elect Trump to replace Democrat corruption with Republican corruption. They elected him to end the rigged system entirely. Tariff exemptions for "politically connected companies" is the swamp fighting back using Trump's own policies.
The Supreme Court challenge to Trump's tariff authority isn't about constitutional law. It's about power. Deep state resistance isn't just bureaucratic foot-dragging. It's economic sabotage through selective enforcement.
True America First policy means consistent application. No exemptions for Fortune 500 donors. No special treatment for K Street clients. No back-room deals that undermine American manufacturing investments.
This matters more than daily market moves. It matters more than quarterly earnings. It matters more than sector rotations. This is about whether economic nationalism survives contact with Washington's influence-peddling machine.
The tariff system either protects all American workers or it protects none. Either American companies compete on level playing fields or they don't compete at all. Either the swamp gets drained or it adapts and survives.
Patriots invested in Trump's vision deserve transparent, consistent, uncompromising implementation. Not crony capitalism wrapped in America First packaging. The real test isn't whether tariffs work. The real test is whether Trump can resist Washington's oldest corruption: selling access to power. | Your interaction with our content, in any format, is appreciated. We value your time and the trust you place in our communications. Thank you for being an active member of our community, and we look forward to continued exchanges in the future. Privacy Policy Wall Street Watchdogs ("the Company") values the privacy of visitors to Wall Street Watchdogs site and users of our services. This notice explains how we collect, use, and protect information. Why You're Receiving This Email You're receiving this email because at some point, you opted in to receive updates, news, or information on a specific topic we've previously discussed or shared. 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