Tariff Tuesday and Fiscal Doomsday: Trump’s State of the Union Amid Global Tensions

A piv­otal moment: Trump’s State of the Union on March 4, 2025—dubbed “Tar­iff Tuesday”—when new tar­iffs take effect, just 10 days before a March 14 gov­ern­ment fund­ing dead­line. Trea­sury Sec­re­tary Scott Bessent’s eco­nom­ic acu­men is laud­ed as he frames a U.S.-Ukraine eco­nom­ic deal (not NATO-backed) as a sig­nal to Putin, warn­ing Europe not to expect Amer­i­can bailouts if it fal­ters. Zelensky’s rejec­tion of this deal esca­lates ten­sions, with the UK, Cana­da, and EU push­ing troops and a “Europe Plus” coali­tion for Ukraine, risk­ing Putin’s reac­tion. Elon Musk’s Joe Rogan appear­ance, call­ing Social Secu­ri­ty a Ponzi scheme, under­scores the urgency of rein­ing in $6.75 tril­lion in 2024 U.S. spend­ing. With insol­ven­cy loom­ing, Bessent and Musk’s calls for fis­cal con­trol as Trump nav­i­gates tar­iffs, peace, and a frac­tured glob­al stage.

• Tomor­row is the state of the union. And tomor­row the tar­iffs go into place. And on the 14th all sys­tems fail, we run out of mon­ey that day. 
• There are very few peo­ple that have the lev­el of intel­li­gence of Scott Bessent. He talks about the pri­va­ti­za­tion of the Amer­i­can econ­o­my and real­ly under­stands the econ­o­my. 
• Zelen­sky chose to blow this up. This is not a NATO assign­ment. It is a EU deal. Bessent is mak­ing it very clear that it is not a NATO deal, if things go wrong don’t look to the Amer­i­can peo­ple to bail you out. 
• The agree­ment would have tied us to Ukraine, the deal is a gen­er­al eco­nom­ic sup­port agree­ment not a min­er­als deal. This is to show Putin that the US is work­ing with Ukraine. 
• Elon Musk went on Joe Rogan to say that social secu­ri­ty is a ponzi scheme. They want to tell you not to touch medicare but you have to get con­trol of the spend­ing oth­er­wise it is insol­vent. 
• If you think that Rus­sia and Putin will be ok with boots on the ground. UK Starmer announces a coali­tion will­ing to deploy troops to UKraine. Cana­da to send troops to Ukraine. EU lead­ers want to con­tin­ue the war in Ukraine. The UK and France seek a Europe Plus coali­tion to pro­tect Ukraine. 
• In 2024 over­all US spend­ing is $6.75 Tril­lion. Elon stood in the room to tell you that you don’t have a choice but to get spend­ing under con­trol. March 14th the gov­ern­ment runs out of mon­ey. Tomor­row is Tar­iff Tues­day.