With the fall of the dollar and rising yields, Trump has one option left that might salvage the situation for US: Give the steering wheel back to Trans-Atlantic old-school Republicans and go play golf for four years. Get your friends back before it's too late. Stop the circus.

Regarding Europe rearming, we should: 1) Leverage all existing weapons stocks immediately, acting as one military. Not every country needs wartime redundancies immediately. 2) Pool procurement to where there is existing know-how. It is easier to scale up, than start from scratch, cont. (1/x)

From couch view, Europe today looks like a bunch of penguins on the edge of ice telling each other how hard they are going to swim. Soon. Very soon. Right, like, soon. This era of information and influence requires more. Race to the water. Let's go.

The nastier Trump gets the better. There are forces in motion in Europe that have been dormant as long as I can remember: Pride, unity, true sense of purpose. I hope Trump keeps on feeding them so they stick.