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Column: A lump of coal for Trump, a governor focused on California and other Christmas wishes

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I’ve got a wish list for Santa and it’s topped by this urgent request: a remodeled president with at least an ounce of humanity and humility.

Maybe a Ronald Reagan type. I’m not referring here to ideology or policies. Just common decency, someone who acts presidential.

I know, forget it. That’s beyond Santa’s reach. It would require a miracle. And that’s not likely to happen with President Trump, who seems increasingly to be auditioning for the devil’s disciple.

But you’d think as we approach our nation’s 250th birthday, America could be led by a president who at minimum doesn’t publicly trash the newly deceased.

Someone who follows the basic rules of good behavior and respect for others that our mothers taught us.

For Trump, the Golden Rule seems to be only about cheapening the historic Oval Office with tasteless gilded garnishments, turning it into an extension of his Mar-a-Lago resort. That’s what you’d expect from someone who would pave over the lovely Rose Garden.

But I’ve gotten off the point: the despicable way our unhinged president treats people he deems the enemy because they’ve criticized him, as we’ve got a right and often a duty to do in a democratic America.

What our president said about Rob Reiner after the actor-director-producer and his wife Michele were brutally stabbed to death in their Brentwood home, allegedly by their son Nick, should not have shocked us coming from Trump.

After all, this is a guy who once said that the late Sen. John McCain, a Navy pilot shot down over North Vietnam, tortured, maimed and held captive for five years, was “not a war hero … I like people that weren’t captured.”

He also once mocked a disabled New York Times reporter at a campaign rally, saying: “The poor guy, you ought to see this guy.” Then Trump jerked his arms around imitating someone with palsy.

He frequently attacks female reporters for their looks.

Recently, he called all Somali immigrants “garbage. … We don’t want them in our country.” As for Minnesota Rep. Ilhan Omar, a onetime Somalian refugee, “she’s garbage. Her friends are garbage.”

But even with Trump’s sordid history of insults and insensitivity, what he disrespectfully said about Reiner was stunning. He implied that the Hollywood legend was killed by someone angered by Reiner’s criticism of Trump. Again, everything’s all about him, in this egotistical president’s mind.

Trump said the Reiners died “reportedly due to the anger he caused others through his massive, unyielding and incurable affliction with a mind crippling disease known as TRUMP DERANGEMENT SYNDROME.”

Then the next day, he doubled down, telling reporters that Reiner “was a deranged person. … I thought he was very bad for our country.”

Topping off the holiday season for Trump, he orchestrated the renaming of Washington’s classy John F. Kennedy Center for the Performing Arts after himself. From now on, it’s to be called the Trump Kennedy Center.

What’s next? The Washington National Cathedral?

OK, next on my Santa’s wish list is a governor who spends his last year in office trying to improve California rather than his presidential prospects. Actually, he could do the latter by doing the former: making this state a better place to live and proving his ability to sensibly govern.

Too many of Gov. Gavin Newsom’s projects fall flat, collapse or are a waste of energy and dollars.

One recently announced Newsom venture particularly is questionable. He seems to be using state resources and tax money to expand his overdone war with Trump rather than helping Californians with their everyday lives.

The governor unveiled a new state-run website that tracks what his office calls Trump’s “criminal cronies.” It catalogs major criminal convictions that were followed by Trump pardons — from Jan. 6 rioters to former politicians and business tycoons.

Yeah, well, so what? I suppose some people may be interested in that. But at taxpayers’ expense? Will the information lower gas prices? Make it easier to buy a home? Pay for childcare?

Here’s just one example of a Newsom program that failed miserably:

Early in his administration the governor announced with great fanfare that he was increasing fees on telephone service to pay for upgrading California’s 911 emergency communication system. The state spent $450 million, couldn’t make the new stuff work and abandoned the project, the Sacramento Bee reported after a lengthy investigation. Now they’re apparently going to start all over.

A little hands-on supervision by the governor next time could help.

Also on my wish list: A Legislature that doesn’t hibernate through the winter and wait until late spring before starting to push bills.

They’d need to change legislative rules. But Democrats with their supermajorities could do practically anything they wanted — even work earnestly during the cold months.

Either that or just stay home.

Included in the gift package: Legislation focused more on quality and less on quantity. This year, the Legislature passed 917 bills. My guess is that 100 meaty measures would have sufficed.

There’s one more item on my Santa list that all of America needs: A new casual greeting to replace “How ya doing?”

Nobody really wants to hear how most people are doing and they probably don’t want to candidly say anyway — not in an elevator, on the sidewalk or in a restaurant.

“Bad stomach flu,” I might honestly answer. You really want to hear that while chomping on a hamburger.

So, what do we replace it with?

Maybe simply: “Good morning.” Or “Go Dodgers.”

Or “Go Trump” — far away out of earshot.

What else you should be reading

The must-read: Ronald Reagan biographer, legendary California journalist Lou Cannon dies
The TK: Newsom taps former CDC leaders critical of Trump-era health policies for new initiative
The L.A. Times Special: In a divided America, Rob Reiner was a tenacious liberal who connected with conservatives

Until next week,
George Skelton


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The U.S. economy was stagnant in 2025 — with one exception

Today’s political consensus crosses all ages, demographics and party lines: Three out of four Americans think the economy is in a slump. It is not just in their heads. Economic growth this year has been practically stagnant, save for one exception, economists say.

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A national California economy

Hundreds of billions of dollars invested by California-based tech giants in artificial intelligence infrastructure accounted for 92% of the nation’s GDP growth this year, according to a Harvard analysis, supported by other independent economic studies.

It is a remarkable boon for a handful of companies that could lay the groundwork for future U.S. economic leadership. But, so far, little evidence exists that their ventures are expanding opportunities for everyday Americans.

“You have to watch out for AI investments — they may continue to carry the economy or they may slow down or crash, bringing the rest of the economy together with them,” said Daron Acemoglu, an economics professor at MIT. “We are not seeing much broad-based productivity improvements from AI or other innovations in the economy, because if we were, we would see productivity growth and investment picking up the rest of the economy as well.”

Even in California itself, where four of the top five AI companies are based, the AI boom has yet to translate into tangible pocketbook benefits. On the contrary, California shed 158,734 jobs through October, reflecting rising unemployment throughout the country, with layoffs rippling through the tech and entertainment sectors. Consumer confidence in the state has reached a five-year low. And AI fueled a wave of cuts, cited in 48,000 job losses nationwide this year.

“It is evident that the U.S. economy would have been almost stagnant, absent the capital expenditures by the AI industry,” said Servaas Storm, an economist at the Institute for New Economic Thinking, whose own analysis found that half of U.S. economic growth from the second quarter of 2024 through the second quarter of 2025 was due to spending on AI data centers.

The scale of investments by AI companies, coupled with lagging productivity gains expected from AI tools, is spawning widespread fears of a new bubble on Wall Street, where Big Tech has driven index gains throughout the year.

The top 10 stocks listed in the Standard & Poor’s 500 index, most of which are in the tech sector, were responsible for 60% of the yearlong rally, far outperforming the rest of the market. And the few who benefited from dividends fueled much of the rest of this year’s economic growth, with the vast majority of U.S. consumption spending attributed to the richest 10% to 20% of American households.

“There were ripple effects into high-end travel, luxury spending, high-end real estate and other sectors of the economy driven by the financial elite,” said Peter Atwater, an economics professor at William & Mary and president of Financial Insyghts, a consulting firm. “It tells the average consumer that while things are good at the top, they haven’t benefited.”

Stan Veuger, a senior fellow in economic policy studies at the American Enterprise Institute and a frequent visiting lecturer at Harvard, said that slowing growth and persistently high inflation were diminishing the effects of the AI boom.

“Obviously, that’s not a recipe for sustainable growth,” he said.

U.S. growth today is based on “the hope, optimism, belief or hype that the massive investments in AI will pay off — in terms of higher productivity, perhaps lower prices, more innovation,” Storm added. “It should tell everyday Americans that the economy is not in good shape and that the AI industry and government are betting the farm — and more — on a very risky and unproven strategy involving the scaling of AI.”

Trump’s AI bet

The Trump administration has fully embraced AI as a cornerstone of its economic policy, supporting more than $1 trillion in investments over the course of the year, including a $500-billion project to build out massive data centers with private partners.

Trump recently took executive action attempting to limit state regulations on AI designed to protect consumers. And House Republicans passed legislation this week that would significantly cut red tape for data center construction.

Administration officials say the United States has little choice but to invest aggressively in the technology, or else risk losing the race for AI superiority to China — a binary outcome that AI experts warn will result in irreversible, exponential growth for the winner.

But there is little expectation that their investments will bear fruit in the short term. Data centers under construction under the Stargate program, in partnership with OpenAI and Oracle, will begin coming online in 2026, with the largest centers expected to become operative in 2028.

“AI can only fulfill its promise if we build the compute to power it,” OpenAI Chief Executive Sam Altman said at the launch of the Stargate project. “That compute is the key to ensuring everyone can benefit from AI and to unlocking future breakthroughs.”

In the meantime, the Americans expected to benefit are those who can join in the investment boom — for as long as it lasts.

“2025 has been a very good year for people who already have significant wealth, a mediocre year for everyone else,” said Kenneth Rogoff, a prominent economist and professor at Harvard. “While the stock market has exploded, wage growth has been barely above inflation.”

“Whether the rest of the economy will catch fire from AI investment remains to be seen, but near term it is likely that AI will take away far more good jobs than it will create,” Rogoff added. “The Trump team is nevertheless optimistic that this will all go their way, but the team is largely built to carry out the president’s vision rather than to question it.”

What else you should be reading

The must-read: After the fires: A glance back at The Times’ coverage of the Eaton and Palisades wildfires
The deep dive: ‘Both sides botched it.’ Bass, in unguarded moment, rips responses to Palisades, Eaton fires
The L.A. Times Special: Hiltzik: Republicans don’t have a healthcare plan, just a plan to kill Obamacare

More to come,
Michael Wilner

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Trump touts successes, bashes Biden in address to nation

Dec. 17 (UPI) — In a relatively brief, campaign-style speech on Wednesday night, President Donald Trump touted what he described as successes achieved by his administration during his first year back in office, while bashing his predecessor, former President Joe Biden, and the Democrats.

Before Christmas trees and a Christmas laurel decorating the mantel of the Diplomatic Reception Room fireplace, the commander-in-chief said he has returned the United States from a place of destitution to a level of unparalleled success.

“Our country is back stronger than ever before. We’re poised for an economic boom the likes of which the world has never seen,” he said.

“We will celebrate the 250th anniversary of the Declaration of Independence. There could be no more fitting tribute to this epic milestone than to complete the comeback of America that began just one year ago.”

The speech comes amid economic concerns and fears of war in the United States, though Trump only touched on the former during the address. A day earlier, the Bureau of Labor Statistics reported unemployment had risen to its highest level since September 2021 during the pandemic. An ongoing U.S. military buildup in the Caribbean continues, and on Tuesday, Trump ordered a naval blockade of Venezuela oil tankers.

In the 18-minute speech, Trump described the country he inherited as a “mess” marked by inflation, high prices, rampant illegal immigration, unaffordability, transgender women playing women’s sports, “transgender for everybody,” censorship and crime.

“This is what the Biden administration allowed to happen to our country, and it can never be allowed to happen again,” he said.

“Our country was laughed at all over the world, but they are not laughing anymore.”

In the last 11 months, Trump said he has ushered more positive change into Washington “than any administration in American history.”

“There’s never been anything like it. And I think most would agree,” he said.

Trump also trumpeted his border policies, claiming they have resulted in “zero” undocumented migrants allowed to enter the United States. — an apparent reference to Customs and Border Protection data showing that, beginning in May, no migrants apprehended at the border were released into the U.S. interior.

“Do you remember when Joe Biden said he needed Congress to help with legislation to close the border?” he said. “As it turned out, we didn’t need legislation, we just needed a new president.”

This is a developing story.

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Hunter Biden disbarred in Connecticut after losing license in D.C.

Dec. 15 (UPI) — A judge in Connecticut on Monday ordered the disbarment of Hunter Biden after his convictions on federal gun and tax charges and then pardoned by his father, Joe Biden, as president.

In Waterbury, Judge Trial Referee Patrick Carroll III suspended him from practicing law in the state after finding he violated the rules of professional conduct for attorneys.

In April, Biden voluntarily surrendered his license to practice law in Washington, D.C.

The judge found he violated several ethical rules for lawyers, including engaging in conduct for “dishonesty, fraud, deceit or misrepresentation. Carroll also cited the Washington disbarment in his decision.

During the virtual hearing, Biden, 55, didn’t contest the decision and didn’t speak. He appeared with his lawyer, Ross Garber.

Biden graduated from Yale Law School and passed the bar one year later in 1997. But Biden apparently hadn’t practiced law in recent years with no cases in state or civil court.

A reciprocal discipline was imposed in the District of Columbia, where Biden lives and consented to disbarment. There were two other grievances filed by private individuals after Biden’s federal convictions on tax and gun charges last year.

Paul Dorsey, a private attorney who filed a grievance, objected to the proposed resolution because Biden does not admit to the criminal acts.

“It was very frustrating, very odd, and frankly, I don’t think the court should accept the proposed disposition as it is written because it doesn’t comply with the Practice Book. He has to admit to it, and he’s not doing that,” Dorsey said.

The proposed disposition does not include the admission of a crime because of Biden’s pardon by his father on Dec. 1, Leanne M. Larson, first assistant chief disciplinary counsel, said.

In Delaware federal court, he was found guilty of purchasing a gun in 2018 while allegedly lying on a federal form about not illegally using or being addicted to drugs. He was scheduled to be sentenced before the pardon, facing up to 25 years in prison. As a first-time offender, he could have stayed out of prison.

Biden also faced charges in California for not paying at least $1.4 million in federal taxes. He agreed to plead guilty to misdemeanor and felony charges hours before jury selection was scheduled to begin in September 2024.

After the pardon, U.S. District Judge Maryellen Noreika closed the gun case, though she didn’t toss out the conviction.

The federal pardon covered the gun and tax offenses and any “offenses against the United States which he has committed or may have committed or taken part in during the period from January 1, 2014, through December 1, 2024.”

“Today, I signed a pardon for my son Hunter,” Biden said in a statement. “From the day I took office, I said I would not interfere with the Justice Department’s decision-making, and I kept my word even as I have watched my son being selectively, and unfairly, prosecuted.”

Biden said it was clear that his son was “treated differently” than other people who have faced similar circumstances, and that Hunter Biden was “singled out because he is my son.”

The younger Biden said in a statement that he has taken accountability and responsibility for his mistakes “during the darkest days of my addiction.”

“I will never take the clemency I have been given today for granted and will devote the life I have rebuilt to helping those who are still sick and suffering,” he said.

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Column: California Democrats have momentum, Republicans have problems

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It turns out Proposition 50 smacked California Republicans with a double blow heading into the 2026 congressional elections.

First, there was the reshaping of House districts aimed at flipping five Republican-held seats to Democrats.

Now, we learn that the proposition itself juiced up Democratic voter enthusiasm for the elections.

Voter enthusiasm normally results in a higher casting of ballots.

It’s all about the national battle for control of the U.S. House of Representatives — and Congress potentially exercising its constitutional duty to provide some checks and balance against the president. Democrats need a net pickup of only three seats in November’s elections to dethrone Republicans.

President Trump is desperate to keep his GOP toadies in power. So, he has coerced — bullied and threatened — some red-state governors and legislatures into rejiggering Democratic-held House seats to make them more Republican-friendly.

When Texas quickly obliged, Gov. Gavin Newsom retaliated with a California Democratic gerrymander aimed at neutralizing the Lone Star State’s partisan mid-decade redistricting.

California’s counterpunch became Proposition 50, which was approved by a whopping 64.4% of the state’s voters.

Not only did Proposition 50 redraw some GOP-held House seats to tinge them blue, it stirred up excitement about the 2026 elections among Democratic voters.

That’s the view of Mark Baldassare, polling director for the nonpartisan Public Policy Institute of California. And it makes sense. Umpteen millions of dollars were spent by Newsom and Proposition 50 backers advertising the evils of Trump and the need for Democrats to take over the House.

A PPIC poll released last week showed a significant “enthusiasm gap” between Democratic and Republican voters regarding the House contests.

“One of the outcomes of Proposition 50 is that it focused voters on the midterm elections and made them really excited about voting next year,” Baldassare says.

At least, Democrats are showing excitement. Republicans, not so much.

In the poll, likely voters were asked whether they were more enthusiastic than usual about voting in the congressional elections or less enthusiastic.

Overall, 56% were more enthusiastic and 41% less enthusiastic. But that’s not the real story.

The eye-opener is that among Democrats, an overwhelming 72% were more enthusiastic. And 60% of Republicans were less enthusiastic.

“For Democrats, that’s unusually high,” Baldassare says.

To put this in perspective, I looked back at responses to the same question asked in a PPIC poll exactly two years ago before the 2024 elections. At that time, Democrats were virtually evenly split over their enthusiasm or lack of it concerning the congressional races. In fact, Republicans expressed more enthusiasm.

Still, Democrats gained three congressional seats in California in 2024. So currently they outnumber Republicans in the state’s House delegation by a lopsided 43 to 9.

If Democrats could pick up three seats when their voters weren’t even lukewarm about the election, huge party gains seem likely in California next year. Democratic voters presumably will be buoyed by enthusiasm and the party’s candidates will be boosted by gerrymandering.

“Enthusiasm is contagious,” says Dan Schnur, a former Republican operative who teaches political communication at USC and UC Berkeley. “If the party’s concentric circle of committed activists is enthusiastic, that excitement tends to spread outward to other voters.”

Schnur adds: “Two years ago, Democrats were not motivated about Joe Biden or Kamala Harris. Now they’re definitely motivated about Donald Trump. And in order to win midterm elections, you need to have a motivated base.”

Democratic strategist David Townsend says that “enthusiasm is the whole ballgame. It’s the ultimate barometer of whether my message is working and the other side’s is not working.”

The veteran consultant recalls that Democrats “used to go door to door handing out potholders, potted plants, refrigerator magnets and doughnuts trying to motivate voters.

“But the best turnout motivator Democrats have ever had in California is Donald J. Trump.”

In the poll, 71% of voters disapproved of the way Trump is handling his job; just 29% approved. It was even worse for Congress, with 80% disapproving.

Among Democratic voters alone, disapproval of Trump was practically off the chart at 97%.

But 81% of Republicans approved of the president.

Among voters of all political persuasions who expressed higher than usual enthusiasm about the House elections, 77% said they‘d support the Democratic candidate. Also: 79% said Congress should be controlled by Democrats, 84% disapproved of how Congress is handling its job and 79% disapproved of Trump.

And those enthused about the congressional elections believe that, by far, the most important problem facing the nation is “political extremism [and] threats to democracy.” A Democratic shorthand for Trump.

The unseemly nationwide redistricting battle started by Trump is likely to continue well into the election year as some states wrestle with whether to oblige the power-hungry president and others debate retaliating against him.

Sane politicians on both sides should have negotiated a ceasefire immediately after combat erupted. But there wasn’t enough sanity to even begin talks.

Newsom was wise politically to wade into the brawl — wise for California Democrats and also for himself as a presidential hopeful trying to become a national hero to party activists.

“Eleven months before an election, nothing is guaranteed,” Schnur says. “But these poll numbers suggest that Democrats are going to start the year with a big motivational advantage.”

Trump is the Democrats’ proverbial Santa who keeps on giving.

What else you should be reading

The must-read: Kristi Noem grilled over L.A. Purple Heart Army vet who self-deported
The TK: Newsom expresses unease about his new, candid autobiography: ‘It’s all out there’
The L.A. Times Special: A Times investigation finds fraud and theft are rife at California’s county fairs

Until next week,
George Skelton


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Trump’s handling of the economy is at its lowest point in AP-NORC polling

President Trump’s approval on the economy and immigration have fallen substantially since March, according to a new AP-NORC poll, the latest indication that two signature issues that got him elected barely a year ago could be turning into liabilities as his party begins to gear up for the 2026 midterms.

Only 31% of U.S. adults now approve of how Trump is handling the economy, the poll from The Associated Press-NORC Center for Public Affairs Research finds. That is down from 40% in March and marks the lowest economic approval he’s registered in an AP-NORC poll in his first or second term. The Republican president also has struggled to recover from public blowback on other issues, such as his management of the federal government, and has not seen an approval bump even after congressional Democrats effectively capitulated to end a record-long government shutdown last month.

Perhaps most worryingly for Trump, who’s become increasingly synonymous with his party, he’s slipped on issues that were major strengths. Just a few months ago, 53% of Americans approved of Trump’s handling of crime, but that’s fallen to 43% in the new poll. There’s been a similar decline on immigration, from 49% approval in March to 38% now.

The new poll starkly illustrates how Trump has struggled to hold onto political wins since his return to office. Even border security — an issue on which his approval remains relatively high — has declined slightly in recent months.

The good news for Trump is that his overall approval hasn’t fallen as steeply. The new poll found that 36% of Americans approve of the way he’s handling his job as president, which is down slightly from 42% in March. That signals that even if some people aren’t happy with elements of his approach, they might not be ready to say he’s doing a bad job as president. And while discontent is increasing among Republicans on certain issues, they’re largely still behind him.

Declining approval on the economy, even among Republicans

Republicans are more unhappy with Trump’s performance on the economy than they were in the first few months of his term. About 7 in 10 Republicans, 69%, approve of how Trump is handling the economy in the December poll, a decline from 78% in March.

Larry Reynolds, a 74-year-old retiree and Republican voter from Wadsworth, Ohio, said he believes in Trump’s plan to impose import duties on U.S. trading partners but thinks rates have spiraled too high, creating a “vicious circle now where they aren’t really justifying the tariffs.”

Reynolds said he also believes that inflation became a problem during the coronavirus pandemic and that the economy won’t quickly recover, regardless of what Trump does. “I don’t think it’ll be anything really soon. I think it’s just going to take time,” he said.

Trump’s base is still largely behind him, which was not always the case for his predecessor, President Joe Biden, a Democrat. In the summer of 2022, only about half of Democrats approved of how Biden was handling the economy. Shortly before he withdrew from the 2024 presidential race two years later, that had risen to about two-thirds of Democrats.

More broadly, though, there’s no sign that Americans think the economy has improved since Trump took over. About two-thirds of U.S. adults, 68%, continue to say the country’s economy is “poor.” That’s unchanged from the last time the question was asked in October, and it’s broadly in line with views throughout Biden’s last year in office.

Why Trump gets higher approval on border security than immigration

Trump’s approval ratings on immigration have declined since March, but border security remains a relatively strong issue for him. Half of U.S. adults, 50%, approve of how Trump is handling border security, which is just slightly lower than the 55% who approved in September.

Trump’s relative strength on border security is partially driven by Democrats and independents. About one-third of independents, 36%, approve of Trump on the border, while 26% approve on immigration.

Jim Rollins, an 82-year-old independent in Macon, Georgia, said he believes that when it comes to closing the border, Trump has done “a good job,” but he hopes the administration will rethink its mass deportation efforts.

“Taking people out of kindergarten, and people going home for Thanksgiving, taking them off a plane. If they are criminals, sure,” said Rollins, who said he supported Trump in his first election but not since then. “But the percentages — based on the government’s own statistics — say that they’re not criminals. They just didn’t register, and maybe they sneaked across the border, and they’ve been here for 15 years.”

Other polls have shown it’s more popular to increase border security than to deport immigrants, even those who are living in the country illegally. Nearly half of Americans said increasing security at the U.S.-Mexico border should be “a high priority” for the government in AP-NORC polling from September. Only about 3 in 10 said the same about deporting immigrants in the U.S. illegally.

Shaniqwa Copeland, a 30-year-old independent and home health aide in St. Augustine, Florida, said she approves of Trump’s overall handling of the presidency but believes his immigration actions have gone too far, especially when it comes to masked federal agents leading large raids.

“Now they’re just picking up anybody,” Copeland said. “They just like, pick up people, grabbing anybody. It’s crazy.”

Health care and government management remain thorns for Trump

About 3 in 10 U.S. adults approve of how Trump is handling health care, down slightly from November. The new poll was conducted in early December, as Trump and Congress struggled to find a bipartisan deal for extending the Affordable Care Act subsidies that will expire at the end of this month.

That health care fight was also the source of the recent government shutdown. About one-third of U.S. adults, 35%, approve of how Trump is managing the federal government, down from 43% in March.

But some Americans may see others at fault for the country’s problems, in addition to Trump. Copeland is unhappy with the country’s health care system and thinks things are getting worse but is not sure of whether to blame Trump or Biden.

“A couple years ago, I could find a dentist and it would be easy. Now, I have a different health care provider, and it’s like so hard to find a dental (plan) with them,” she said. “And the people that do take that insurance, they have so many scheduled out far, far appointments because it’s so many people on it.”

Sanders and Weissert write for the Associated Press. The AP-NORC poll of 1,146 adults was conducted Dec. 4-8 using a sample drawn from NORC’s probability-based AmeriSpeak Panel, which is designed to be representative of the U.S. population. The margin of sampling error for adults overall is plus or minus 4 percentage points.

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Chip sales and security strategy signal Trump softening on China

President Trump last week released a national security strategy laying out his vision for America’s role in the world, tempering U.S. support for longstanding allies and recasting U.S. global interests in business terms.

China took note.

The paper’s section on Asia, almost entirely devoted to China and the threat of war over Taiwan, concludes with an imperative to win “economic and technological competition” in the Indo-Pacific.

But the document offers no strategic plan on how to bolster U.S. alliances and an infrastructural base unprepared for a war this decade. And it never once mentions the race against China for superiority in artificial intelligence.

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George Skelton and Michael Wilner cover the insights, legislation, players and politics you need to know in 2024. In your inbox Monday and Thursday mornings.

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Three days after releasing the document, Trump announced that Nvidia, the world’s most valuable company and leading chip maker, could begin selling powerful chips to China — the kind of chips key to powering AI. Trump’s move broke with decades of U.S. export control policy he once supported.

It was a welcome series of events in Beijing, where Chinese-state media interpreted Trump’s actions as an “inward retrenchment” — pragmatic steps from a shrinking superpower, focused on U.S. trade in the region above all else. The president’s moves come as the White House has tried to lower tensions with Beijing triggered by Trump’s tariff hikes.

Trump alluded to economic concerns when he explained the decision on chips with a social media post: “We will protect National Security, create American Jobs, and keep America’s lead in AI.”

Trump’s new strategy “differs from the style of the first term, which emphasized ‘great power competition,’” one Chinese analysis read, “and shifts toward an inward and domestic focus, emphasizing ‘America First.’”

One provision of the paper suggested Trump would adopt a version of the Monroe Doctrine, asserting U.S. influence over the Western Hemisphere while allowing other regional powers — such as Russia and China — to assert dominance in their own backyards. Other portions described China’s threat to Taiwan in purely economic, not military, terms.

“The document adopts softer language and shifts its declaratory policy from ‘opposes’ to ‘does not support’ any unilateral change to the status quo in the Taiwan Strait,” said Tong Zhao, an expert on China at the Carnegie Endowment for International Peace. China views Taiwan as a breakaway province and has long spoken of reuniting with the mainland.

“China has shifted from merely opposing Taiwan independence to proactively promoting unification, and is no longer satisfied with simply maintaining the status quo,” Zhao said. The softer wording, he added, “could signal to Beijing a weaker U.S. commitment to preserving that status quo.”

It’s a strategic direction with few adherents in Washington.

For decades, U.S. presidents have maintained a policy of strategic ambiguity with China over Taiwan, suggesting that Washington would defend the island against Chinese military action without explicitly outlining its plans.

But Republican lawmakers on Capitol Hill have encouraged Trump to take the opposite tack, abandoning strategic ambiguity and recognizing Taiwanese independence. And this week, senior GOP senators spoke out against the president over his decision to allow Nvidia to sell chips into China.

Rush Doshi, a former Biden administration official now at Georgetown University’s School of Foreign Service, said it was a “big deal” that China isn’t even mentioned in the national security strategy until the 19th page.

“It’s also a significant departure from the first Trump term and the Biden administration,” Doshi said. “The aim is to stabilize relations with China rather than compete to secure American interests.”

A diplomat with the Chinese Foreign Ministry reacted cautiously to the Trump administration’s recent moves, telling reporters that both countries “stand to gain from cooperation and lose from confrontation.”

“The principle of mutual respect, peaceful coexistence, and win-win cooperation is the right way for the two countries to get along,” said Guo Jiakun, spokesperson for the Foreign Ministry, “and is the only realistic choice.”

Taiwanese officials declined to comment, but pointed to an official statement from their Foreign Ministry that said that the Trump administration “has continued to show support for Taiwan” with its national security strategy.

The statement said Taiwan was committed to working with the United States and bolstering its defense capabilities, adding, “these actions demonstrate to the international community Taiwan’s steadfast determination to protect itself and maintain the status quo.”

‘Military overmatch’

Trump’s security strategy emphasizes the need to deter a conflict over Taiwan to preserve global shipping routes in the region, stating the United States “will build a military capable of denying aggression anywhere in the First Island Chain” — a strategic ring of islands off the east coast of China, including Taiwan.

“Deterring a conflict over Taiwan, ideally by preserving military overmatch, is a priority,” the paper reads.

An internal Pentagon assessment first reported by the New York Times this week found the U.S. military had lost its strategic edge over China, and that its forces would be outgunned, or overmatched, in a direct conflict in the South China Sea. A defense official confirmed the veracity of the report to The Times.

Pledges by the Trump administration to transform the U.S. military, and particularly the Navy, in time for such a conflict may be too little, too late, with Chinese President Xi Jinping directing the Chinese army to be ready to reclaim Taiwan by 2027. And China’s rapidly expanding military capabilities on land and sea have shortened the warning time that Washington and its allies would have to come to Taiwan’s defense.

“The problem is, the lead time to prepare is getting shorter and shorter,” one Australian diplomat told The Times. “We won’t have much notice.”

Oriana Skylar Mastro, a strategic planner on China for U.S. Indo-Pacific Command and a fellow at Stanford University, said the document’s language on defending the First Island Chain is consistent with that of past administrations — but leaves out details on how it plans to carry that out.

“The United States needs to invest in the right technologies, and needs to build the right weapons, more of them — and then figure out where to place them,” Mastro said. “Part of the issue may be political, but for the most part, it’s just geography. There’s very little landmass in the combat radius of Taiwan, and those areas — southwest Japan, northwest Philippines — are already saturated [militarily]. There’s just not a lot of space to put stuff.”

The administration’s strategy also provides China with a road map to retake Taiwan in a way that Trump may be able to accept, Zhao said, allowing Chinese dominance over the island while pledging to maintain freedom of navigation throughout the region.

The administration’s approach to the area follows “mercantile logic,” Zhao said, providing Beijing with a path forward on unification that could avoid U.S. intervention — inspired by Russia’s efforts to woo Trump and his aides away from American commitments to Ukraine with promises of trade deals, financial opportunities and economic cooperation.

“If Washington was willing to tacitly accept China’s sovereignty claims over disputed features across the South China Sea,” Zhao said, “Beijing would have little incentive to threaten commercial navigation.”

What else you should be reading

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The L.A. Times Special: AI slop ad backfires for McDonald’s

More to come,
Michael Wilner

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