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The experience of Nestle and other consumer product companies selling at low price points in Indonesia and other developing countries.

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DJT calls for Iran to end nuclear program Feb 19 2026, at first Board of Peace meeting in Washington DC. The need for a safer world without the nuclear proliferation to smaller states that increases risks of nuclear war, to North Korea, Pakistan, and Iran. This also means that the US Russia's, China's and India's policy needs to shift to cooperation not just on arms limitation, but also in the area of preventing the spread of nuclear weapons to smaller states. One idea needs to be dispelled the idea that a state gains from its disproportionate use of the country's income and resources to develop nuclear weapons as has happened in Iran, Pakistan, and North Korea, where this has resulted in impoverishment of the country. Another that retaining nuclear weapons would have put Ukraine at an advantage, that states are better off keeping nuclear weapons technologies and weapons for the survival of governments. The world is going through a difficult period- it took many centuries of hardship for China, India, (five centuries since 1500) and other countries to modernize and industrialize, and no one wants to see everything put at risk in the coming generations. Europe and America also have a lot at stake with the countries being poor for most of the period before the 1950's and industrialization. All the achievements of science and technology, all of modern life are at risk of disappearing with this one threat. ...

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US DJT administration using Section 301 creates the tariffs the US Supreme Court struck down- the EU, Mexico, Canada at 10%, Japan,, India China at 12.5%- June 2 2026. These countries are not doing enough to control the importation of products made with forced labour. This only goes to show what was said at that time and which the SCOTUS itself said the DJT administration could do, find other laws by which the same tariffs could be imposed. By the time the US Supreme Court reviewed the case it was already clear that all these countries had accepted DJT tariffs, and most had negotiated fair deals with the US including making up for past abuses by these countries of the international trading system. The US Supreme Court its shortsightedness ignored this or did not quite grasp this as Justices legal knowledge of facts does not mean grasp of the facts of commerce, trade and business and the history underlying it. Jamieson Greer interviewed at the Council of Foreign Relations this week and Robert Lighhizer in Foreign Affairs (covered and summarized on these Lyrarc pages this week as found rarely in other places) have documented these abuses in detail leading to the US losing $20 trillion in wealth shifted to these countries and its manufacturing dependent communities devastated by loss of over 5 million jobs through the shortsightedness of Bush/Obama adminstrations who let this happen, and these countries that took advantage with reckless disregard for these communities in the US, on a scale unknown in history.  ...

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Try these other museums in Paris knowing the Louvre and the Musee de Orsay get 10 million visitors and 4 million a year respectively. Other suggested museums in Paris 2026 are- the Musee de Metiers and the France National Archives. France National Archives will have a special exhibit on the Marquis de Lafayette for Spring and Summer. It comes at the right time for the 250th anniversary of the Declaration of Independence of the US. Lafayette was a friend of Jefferson and fought alongside the Americans with George Washington. This should be an interesting exhibit.

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US Trade Representative Jamieson Greer says this is not chaos in tariff policy because you don't change 70 years of policy overnight. He says China's is highest because it has the highest trade deficit, then EU, Japan, South Korea at 15% because of the smaller deficits with these nations, Vietnam because it is used  by China to send products to the US, India because of geopolitical reasons buying Russian oil. See Dasha Burns, Politico White House Bureau Chief's  interview with USTR Jamieson Greer.  He says about India- Jamieson USTR calls India "an outlier" and says "I'm confident we will get a deal with India in the near future." India he says has largely corrected its imports of Russian oil and negotiations are underway for a deal.  ON USMCA Greer says of the $31 trillion in trade with Canada and Mexico $29 trillion is us right. trade between Canda and Mexico is small. So he says it makes sense to negotiate separately with Canada and separately with Mexico. This suggests that there doesnt need to be a USMCA- separate deals are just fine says Greer. Mexico has gained much in automobiles under USMCA- US wants to make more in the US including auto parts which it can do by negotiating this with Mexico. It does not make a ton of economic sense to marry the three economies together, says Greer, as the import export profiles, lab,or situations are all different. Are Tariffs good for the economy and do they lead to higher prices? Greer says inflation was down in the first DJT term in trade with China and tariffs. Greer says there is never a 1 to 1 with tariffs. It tariffs become a kind of leveage in getting agreements. That is the style of these tariffs. You tell Ecuador or Brazil we don't make these here so there will be no tariffs on bananas and on coffee. Says Greer- we have seen inflation in check, imported goods relatively low priced. We have seen that we can have growth and higher wages with tariffs at the same time. The growth in 2025 third quarter at 3.8% annual growth, and Atlanta Fed predicting 4.2% growth in 2026. And tariff money can be used for paying down the debt and financing America's reindustrialization, Greer says members of Congress are asking about this.When a new administration comes tariffs will still be part of the playbook. ...

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Subiksha Trading Services closed its 1600 stores in India due to taking on too much debt with overexpansion. It is now in the process of restructuring its $154 million debt with lenders. At one point it was opening 50 stores amonth.

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Unilever is facing higher prices for the vegetable oil, such as palm oil it uses for making soap and margarine. It is passing on the costs to consumers. Nestle and Danone SA are passing on the higher prices to consumers. Nestle increased the average wholesale price for all its products by 5.3%. Higher feed costs make it more expensive for Danone to keep cows, raising milk prices and with it prices of yogurt, cheese and other milk products. As a result food inflation is running at 5% in the USA and prices are higher in Europe and in other parts of the world. Because of the increasing demand for better nutrition levels and better food in diets in China and India and other parts of the world, and low grain production levels, and the increasing amount of land diverted to other uses, including ethanol production in the USA, there are food shortages and higher prices for corn and other grains.

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The actual text of the Feb. 1, 2025 Executive Order  from the White House and president DJT says about the flow of fentanyl that has taken the lives of more of America's young people than the wars- the Korean War, Vietnam War and the First World War combined. That is the astonishing story of what has happened to American society over the last two decades. "The influx of these drugs to our Nation threatens the fabric of our society.  The PRC plays a central role in this challenge, not merely by failing to stem the ultimate source of many illicit drugs distributed in the United States, but by actively sustaining and expanding the business of poisoning our citizens." What the US Supreme Court and Justices Roberts, Thomas, Scalia, Barrett, Alito, Gorsuch, Kavanaugh, make of this one can only guess. One has only to walk from the US Supreme Court Building to the faces from the 1950's at the Korean War Memorial to get a sense of what the Justices have to be thinking.  ...

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DJT was supported by Shinzo Abe of Japan, also Germany and Italy, only Anglo-Saxon Canada and UK opposed to Russia staying in G-8.  “Barack Obama and a person named Trudeau didn’t want to have Russia in. And I would say that was a mistake because you wouldn’t have a war right now" “Putin speaks to me, he doesn’t speak to anybody else because he was insulted when he got thrown out of the G8.” Just to understand support for DJT and the huge mistake made by Obama and Merkel, Canada, UK prime ministers in 2014 to cancel the G-8 Summit in Sochi, Russia and expel Russia from G-8 in 2014. Did it help solve anything not to have discussions. Hidden in all this was Obama's lack of understanding of role Russia plays in Northern Europe and his mistake to judge Russia on basis of GDP alone as an insignificant power. Shinzo Abe-" Russia's in G-8 discussions is "crucial to tackling multiple crises in the Middle East" Italian and German leaders also felt Russia in G-8 was important to end Cold War atmosphere.  ...

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Small airports that are popular- Wichita, Hagerstown, Orlando, Charlotteville, Albany. It is easier to get to these airports and hire a rental car, get your bags, and not have to fight traffic.

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S&P downgrades Netherlands to double-A-plus and raises Spain's outlook from negative to stable while retaining Spain's triple-B-minus rating.

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Medicare Supplemental insurance (also called Medigap) covers out of pocket cost that are not covered by Medicare Advantage. Over long period of retirement thes plans offer the best protection from unanticipated costs. The Plans use alphabetical leters A B C D F G K L M N with F discontinued. And are standardized, meaning regardless of insurer or state you are in they are the same being set by the US federal government. These plans are sold by private insurers the largest being AARP plan by United Healthcare. One can join when enrolling for Medicare Part B when premiums are usually better yet one can also join afterwards. About 36% of Medicare holders have Medicare Supplemental or Medigap policies for health insurance.

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Wal-Mart takes up challenge of addressing the Chinese market, which is fragmented and highly competitive, by acquiring Taiwanese chain Trust-Mart. This takes it past Carrefour as the largest retail chain in China. Missteps in S. Korea and Germany led to exit there for Wal-Mart.

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Walmart opens its first store in Amritsar, India, as part of a long term expansion in India. It is a 50,000 square foot Best Price store, a rarity in India. Walmart and its Indian partner Bharti Enterprises plan to open 15 stores in India in the next 3 years. Mike Duke former head of Walmart's international operation is now the new CEO. He has recruited local managers who understand and grasp how to market in India. Walmart India CEO, Raj Jain, has worked for 20 years with Unilever and Whirlpool in India. Unilever India, has a strong local presence in India for decades. Big wholesalers can be a poltically sensitive issue in India, where the retail industry serving 1.1 billion people is mostly an estimated 10 million mom and pop stores, who fear being overrun by these large wholesalers. Walmart operates as a wholesale store selling to local merchants, a cash and carry business selling 10,000 products to licensed store owners, schools, hospitals, hotels and other institutions. Even now under Indian rules governing foreign retailers, this Walmart venture cannot sell directly to consumers....

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By pulling back from the kind of erratic immigration enforcement in Minneapolis DJT as shown by the WSJ, the administration is closer to getting a deal on the government's budget for passage in Congress. It averts a shutdown. The DHS part is being discussed and voted separately in that deal. In Congress there is more openness to talk about each other's flaws as Chris Murphy leads the Democrats. Tim Kaine says "we can do better" instead of the belligerant opposition to ICE. Lisa Mukowski says it is hopeful because the talk has shifted away from "abolish ICE" to better law enforcement and doing better law enforcement. The WSJ and business have taken the lead on this issue with "de-escalate." Congressis doing more as Republicans are critical and even in DHS Homan is now in charge, the president say "de-escalate a bit," many Republicans including Kristi Noem at DHS and government officials look for ways to do better. In this way Minneapolis has opened up new dialogue so that the American tradition of law enforcement done right that makes people and neighborhoods safe and law enforcement acts in ways that are a role model, the anger and frustration on boh sides is defused little by little in constructive ways, and topics at the heart of the matter are being discussed and sorted out for the first time in years. ...

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WSJ was effective in calling to the attention of the US president that tactics of one Border Patrol officer were against the American tradition and appeared to be not what police, ICE and Border Patrol, DHS itself was doing in the past. Greg Bovino of Border Patrol led sweeps in LA, Chicago and other cities in what people inside ICE and DHS including Border Head Homan  considered  "unnecessarily aggressive"  and less effective tactics. By being provocative in tactics this attracted more protestors on streets, made law enforcement look worse than when it was using the normal approach of ICE, and by reducing the local authorites cooperation required more and more Border patrol and ICE agents till it became unworkable and attracted critics from within the government and Republicans in Congress. Even DJT said that the this agent was an "out there kind of guy." In Congress many Republicans including Kennedy of Louisiana went on the floor of the Senate asserting the right of peaceful protest enshrined in the US Constitution and called for soul searching to get effective but the right kind of law enforcement that was the tradition in America. Anotehr aspect of what happened in Minneapolis is the troubled history of the city as this is where George Floyd and unarmed man during Covid lost his life in a situation with Minneapolis police, which had already created a sense of unease in that city, compared to Chicago, and Los Angeles BP and ICE sweeps which did not end up like this. In Nashville, and Washington DC National Guard not ICE operated which has different training.  ...

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Russia uses SCO or Shanghai Cooperation Organization to present it's case on Ukraine saying a coup supported by the US and Europe was the root cause of the crisis, in other words an effort to turn a Russian language country against Russia with it's effort to delink from Russia and join the European Union. US seeing China as the main competitor is trying under a Republican administration to bring Russia back into the European and US fold. The Europeans Germany and France, UK under Macron, Starmer and Merz are pushing back and see it primarily from the Northern European perspective of a Russian threat as they have over centuries of rivalry in Europe since 1600. China sees Germany and German led EU as its main source of western technology, trade and capital needed for a state run capitalism to function effectively. Germany seeks to keep it's China relations on a even keel for its economic interests, so does China. In this situation it can be surmised that it is the Europeans that asked DJT to sanction India for buying Russian oil to cut Russian source of oil resource sales by $119 billion leaving China's $136 billion purchase of oil from Russia aside (knowing China would not cancel sales easily), to buy time till Germany can build up arms supply to Ukraine. India is buying time to make a gradual shift to stand with the US and the improved US-Russia relations under the Republicans can only help India gradually shift to where it always stands- with the English speaking people of the world, the US and Britain, a policy Gandhi firmly supported and which India as an ancient civilization of the Buddha and the Bhagavad Gita finds itself at home with.   ...

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The Guardian in its Editorial on Keir Starmer on February 10, 2026, says Labour was in the political wilderness for 18 years, and yet it has taken only 14 months for the project which put it into power to implode. It is referring to the project of McSweeney from County Cork, Ireland, and others to put a centrist to replace Corbyn, and selecting Keir Starmer. This was a weakness from the start as a candidate has to emerge on his own merits not be put in place by handlers like McSweeney, as he would not be able to govern on his own thinking and make his own decisions.  McSweeney was a campaign organizer and not successful at that as portrayed as Labour could have taken more than the 34% of the vote it received after 18 years of Tory rule without the likes of McSweeney. The Guardian says "excessive power and influence" was given by Starmer to McSweeney, and that the outsourcing of Britain's direction served neither the prime minister or the country well.  This is aserious flaw. McSweeney did not have the long experience of advisers that backed up Biden in the White House. And even the long experience of Biden group of advisers failed Biden when it came to immigration policy and the Border. And yet the question remains why was there such a lack in the talent pool for good governance for Labour, as it was for the Conservatives, for 3 decades since the 1990's? Similar to the situation with Bush-Clinton-Bush-Obama governance in the US, why is there not a good talent pool for effective governance in the UK and the US? The Guardian goes on to question the judgement of Starmer and the clique around him including McSweeney for their attitude towards helping the working class in support payments during a cost of living crisis- what it calls a contempt filled approach of the cliques to the normal priorities of a Labour party. The Editorial concludes that Labour has lost control of the trajectory of events- as more Mandelson emails are expected- and that it is hard to see how this trust can be won back. For Britain having 5 prime ministers over 4 years is a shocking lack of the talent, of confidence, that once prevailed in the nation that once led the world with the Industrial Revolution, and in science and technology. ...

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Brent crude prices March 3 are up to $79 a barrel. Iran And Qatar Energy have stopped production of oil. Oil has more flexibility than gas supplies for alternative sources. There are also many tankers and ships inventory on the oceans that has built up which will help big importers like the Chinese who get 5 million barrels a day through these Straits (almost a third of the total 16 million barrels a day China uses). US has offered to insure shipping through its financial institutions and escort tanker traffic through the Straits of Hormuz. It is also taking action to reduce the risk in the Straits.

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Socialist justice politics in north eastern Indian state of Bihar led by Nitish Kumar (following Ram manohar Lohia)- with backward caste mobilization, mobilization of women, and evolution of ancient Buddhist lands into the modern world in 1980-2025. The state has a population of 130 million and an urbanization rate of 17% compared to India's urbanization rate of 37%. It is taking a new turn in 2026 as Nitish Kumar a ten term Chief Minister joins the Rajya Sabha upper house of parliament in New Delhi and his successor pushes forward a new rapid development agenda similar to another state Maharashtra with capital Mumbai.

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District 10 for US Congress from New York City includes lower Manhattan and brownstone Brooklyn- the Jewish community progressive left pro palestinian Mamdani/Brad Lander fighting Dan Goldman in Democratic primary. The infighting in the Jewish community in New York, Israel's largest in overseas countries, is over the same issue that has divided Israel pro Netanyahu vs anti Netanyahu factions with a new twist pro-Palestinian Jewish progressives and Mamdani supporters in the Jewish community as an added component for division. Israel's strong response to Iranian proxies in Lebanon, its war in Gaza, are causing the same disagreements that are being seen in Israel.

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Lecornu and Macron operate differently now with Lecornu making the decisions for negotiating with Socialists and putting aside pension reform. After his ouster Lecornu set conditions for his return - to have latitude to make decisions if he was to take the job of PM and to consult with Macron but make decisions to negotiate with socialists, to set aside pension reform, to use Article 49.3 when he thought it would be wise, on and on. Macron to be useful in his last year has agreed. Macron has dropped his Jupiterian presidency says Le Monde in favor of consultation and discussion and letting others make decisions to govern. One should not misread Macron's new style of opposing DJT- it is a way for him to bring all French parties, the movement of Melenchon, the Socialists, and the Le Pen National party, to agree on something, when even passing the Budget was difficult in a frayed political environment. Macron having lost trust and with low popularity, Le Pen and the Melenchon movement at odds every step of the way- an inability to govern. ...

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UK Labour's vote is middle class professionals mostly in London region 2026 also contested by The Greens. The Greens after Polanski took over have increased their overall vote in polls for a general election to 20% from 11%. It is the young vote for Labour that the Greens are taking. Of the people who voted for Labour, only 50% in Jan 2026 would vote Labour, according to You.gov cited in The Guardian. The rest gets scattered making it difficult for Labour to form a new government on its own. Of the remaining 50% that now does not go for Starmer's Labour 20% go to The Greens, 14% to Liberals, and 6% to Reform UK, ad 4% Conservative. The astonishing aspect of The Greens rise is how many young people 18-24 years now go for Greens up to to 46% in Jan 2026 from 26% in September 2025. Among 25 to 49 years group The Greens take 20% of the total vote. In a few months everything has changed. Issues for The Greens aren the Economy, Cost of Living, NHS,  Housing, Inequality and Poverty. ...