frozen snapshot — 2026-07-26 · see today →
more minds
Howard Lutnick

What's on Howard Lutnick's mind?

read fresh this morning at 6
26%19%13%10%32%
ships, not MOUs 26% the Samsung and SK subsidy review 19% · newthe bridge tariffs run out 13% clearing the shipyard red tape 10% · neweverything else 32%
#1
Lutnick tells Seoul the shipbuilding pact will be graded in hulls, not headlines

MASGA gets exactly one metric: how many ships actually get built.

Lutnick links investment to shipbuilding output

동아일보 · 2026-07-24
our translation

he has sat through enough signing ceremonies to know they build nothing. tying the investment to steel in the water is how he keeps korea on the hook after the cameras leave.

Korea trip enters its results phasevery sure · 3 sources
#2
Democrats pin the chip shortage on his subsidy review
new — Top Democrat escalates on chip shortagepretty sure · 2 sources
#3
The temporary tariff wave keeps looking a lot more permanent
Bridge deals close on their expiry dateshonestly, a hunch · 1 source
#4
He promised Seoul he would bulldoze the rules blocking Korean yards
new — Yonhap pinned him to a specific pledgepretty sure · 1 source
sunday, july 26
Say 'ships, not MOUs' again until someone pours concrete(safe bet)
Ask staff which Korean yard actually breaks ground first(safe bet)
Draft the rebuttal to the chip-shortage blame(reported)

rebuilt from the public schedule, pool reports & old habits — the rest is educated guessing

The source

Lutnick: MASGA Will Be Judged by Number of Ships Built

news.google.com · 2026-07-26

every line on the pad traces to something public — tap to see it