I thought the Morning Joe team had a lot of interesting things to say this morning about this confusing situation, so here they are.
A Rorschach Test
In this complex and confusing situation, the human mind leaps to find some preconceived perspective that will explain whatโs going on.ย
My own view, if you happen to be interested: Trump, desperate to distract from devastating information about to be revealed from the Epstein files, is crying Havoc! and wagging the dogs of war.
The MAGA Base
Sarah Longwell, who does focus groups, is the publisher of The Bulwark, and is nobodyโs fool, says his MAGA base will be with him if he is in and out in a few days. But if heโs not in and out in a few days, they will start peeling off.
Trump repeatedly promised them no long wars and no regime change laws.
This is about 12 minutes long, and if you take the time to watch and listen, you will learn a lot about the state of play regarding the Epstein files, the Epstein Transparency Act, and the claim by โKatie Johnsonโโpresumably a nom de plumeโalleging that, back in 1994, when she was 13 years old, Trump allegedly forced young Ms. Johnson to perform oral sex at Epstein’s townhouse in Manhattan.
โJohnsonโ filed civil lawsuits against Trump in 2016 making these claims, but soon withdrew them. Was she pressured to abandon her claims, and, if so, how and by whom? We donโt know, although there are reports of โmultiple death threats.โย
Note that both the lawsuits and the withdrawals occurred during the 2016 campaign.
We do know she was interviewed by the FBI several times during the first Trump Administration, we know that a lot of the resulting documentation was not disclosed, even though it should have been disclosed, under the Epstein Transparency Act.
In the video, these and related issues are addressed by three heavyweights:
Lisa Rubin, Yale Law graduate, former big-time corporate litigator, and currently a TV legal commentator,
Peter Baker, chief White House correspondent for the New York Times, and
former Senator Claire McCaskill, who has a background in criminal prosecution.
Is There a Coverup Going On, and is the Coverup a Crime?
I would say yes, based on the facts laid out in the video, thereโs pretty clearly a coverup going onโspecifically, there appear to be multiple violations of the Epstein Transparency Act.
A violation of the Epstein Transparency Act is not ipso facto a federal crime. However, an intentional violation of the Epstein Transparency Act could well violate provisions of the federal criminal code, including obstruction of justice.
Would the Supreme Court Immunity Decision Bar Prosecution of Trump if he Ordered the Coverup?
Possibly, but not certainly. There would be a big legal pissing contest about whether he alleged coverup order was โprivateโ or whether he was acting within his official capacity.
Would a Justice Department or FBI Official Who Knowingly Obeyed a Coverup Order Have Potential Criminal Exposure?
Yes, they would.
The Nuremberg Defense didn’t work at Nuremberg, and it wouldn’t work here.
If the Katie Johnson Papers are Being Covered Up, How Many Government Officials Know About the Coverup, and How Many of Those People Will Cheerfully Risk Incarceration to Protect Donald Trump?
You tell me.
The Epstein Transparency Act Aside, Under State Law, Does Trump Still Have Criminal or Civil Exposure for his Alleged Assault on Katie Johnson?
The alleged assault took place at Epsteinโs townhouse in Manhattan. The cases brought against Trump in 2016 were dismissed โwithout prejudice.โ A very preliminary look at relevant New York law indicates that, yes, Trump might well have such exposure. New York law is not generous to folks who commit sex crimes against children and try to get off on a legal technicality.
Was My Grandmother Right When She Said, โOh, What a Tangled Web We Weave When First We Practice to Deceiveโ?
International trade law is a very, very specialized discipline, and casually thought out opinions are likely to be in error. Viz. my own apparent error.
Shortly after the Supreme Court kicked Trumpโs ass on Friday of last week, Orange Mussolini took another bite at the apple and purported to invoke Section 122 of the Trade Act of 1974 in order to impose a new set of worldwide tariffs. My impression was that, the second time around, he was on stronger legal ground.
First, unlike the situation with the International Economic Emergency Powers Act of 1977, itโs clear that tariffs are a legitimate tool under Section 122. Secondโand here was the big misunderstandingโI thought that the Supreme Court would probably be reluctant to second-guess a presidential finding about an alleged economic emergency, invoked by a President to use authority that Congress had clearly granted to him.
Messrs. Menand and Michaels argue, convincingly, that this is fallacious, because the โemergencyโ that Trump invoked to employ Section 122 is not the kind of emergency that Section 122 actually addresses. Trump thinks that the Section 122 is all about trade imbalances, whereas, they argue, itโs not about trade imbalances at all, but instead its about financial imbalances. They write,
The provision is not about tradeimbalances. Other parts of the statute address those. It is about financialimbalances โ in particular ones that threaten financial stability.
The text and context of the law is clear: A Section 122 โpayments problemโ involves a flight from the U.S. dollar. At the moment, no such problem exists.
The presidentโs own lawyers essentially admitted as much months ago. In a filing in the earlier case, the Justice Department acknowledged that trade deficits are โconceptually distinct from balance-of-payments deficits,โ citing the congressional history. And it suggested that Section 122 did not give the president the authority to impose tariffs to address trade deficits. (Section 122 does not โhave any obvious applicationโ where the concerns โarise from trade deficits,โ the Justice Departmentโs lawyers wrote.)
To further appreciate how badly the president is misreading the law, it is necessary to place this particular statute in the context of the early 1970s. โฆ
If you want further elucidation regarding the fascinating topic of financial imbalances, please read the article.ย
But hereโs the bottom line. Itโs as if Trump, faced with an emergency caused by foreign killer wasps, has purported to use extraordinary powers granted to the President to address toxic chemical spills.
The issue is not whether the foreign wasps are actually invading, nor is it about deference to the President’s judgment about the magnitude of the wasp problem or the appropriateness of his desired remedy.
The issue is legal, not factual or judgmental, and it has nothing to do with deference to presidential fact finding.
The issue is whether Orange Mussolini is using the wrong damn law as a flimsy cover for another blatant power grab.
[1] Lev Menand in an associate professor at Columbia Law School, so he must be good. Joel Michaels is a Fellow in Public Economic Law at that same institution, my legal alma mater.
Neal Katyal, the winning advocate in the Learning Resources case, says his team decided not to raise the question of rebates because their legal research showed that all the precedents said that if a tariff is found to be illegal, then it must be refunded.
By contrast, Team Fascist says they are still mulling what to do about all that money they collected illegally.
Some thing this will lead to a big, bloody mess. But, to me, the situation bears a close resemblance to the issue of illegal overcharges in antitrust law, which I used to practice back in the olden days when I still had all my hair.ย
In federal antitrust law, someone who pays an illegal overcharge for widgets has the legal right to damages calculated based on the amount of the overcharge. The direct purchaser has the right to the full amount of the overpayment. It doesn’t matter whether they passed on all or part of the overcharge to their own customers. The party that charged the excess amount may not be heard to argue that some of the overcharge was passed on to other purchasers down the line. And an indirect purchaser who bore some of the overcharge has no legal claim to a refund (whatever you might think of the indirect purchaserโs moral claim for the overcharge he paid).
State law may differ, but thatโs how federal antitrust works. And, typically, the direct purchaserโs claim is enforced through class action litigation.
Logically, then, the solution here is that there should be a national class action in which the plaintiff class would consist of everyone who directly paid an IEEPA tariff. In that class action, Team Trump would be barred, by the doctrines of res judicata and collateral estoppel, from relitigating the question the Supreme Court just decided. Nor could Team Trump argue that payouts to those who directly paid the illegal tariffs should be reduced by the amounts they passed on to someone else. The remaining issue in the class action would be what documentation a plaintiff class member would be required to submit in order to claim her refund.ย
As we have seen, the Learning Resources decision was 6 to 3, but there were three distinct factions:
the liberals, who thought that ordinary tools of statutory interpretation condemned Trumps IEEPA tariffs, and that the โmajor questions doctrine,โ which they did not recognize, was not germane to the decision,
three of the rightwing justices, who cherished the โmajor questions doctrineโ and thought it was of considerable relevance in ruling against Trump on the tariffs, and
the three other rightwing justices, who also cherished the โmajor questions doctrineโ as a general matter, but who squirmed to deny its relevance to the case at bar.
In other words, at least for this case, probably for other tariff cases, and possibly for future cases on other topics, the six rightwingers have split down the middle into two opposed factions.
Justices Gorsuch and Barret, along with Chief Justice Roberts, are the swing votes. Who wins a future tariff case will turn on whether Barrett, Gorsuch, and Roberts side with the liberals or whether they side with the other three rightwingers.
And, make no mistake, there will be future tariff cases. There will be future tariff cases up the wazoo.
Trumpโs post-decision hissy fit will do nothing to persuade its targetsโwho are, of course, the very three people he must persuade if he is to have an icecubeโs chance in Hell of prevailing in future tariff litigation.
The hissy fit is also intended to threaten and intimidate, but I am persuaded that intimidation will not work either. Why? Because if Barrett, Gorsuch, and Roberts were going to be intimidated, I think we would already seen the effects of that intimidation.
Bottom line, at the end of five minutes of trenchant analysis: โTariffs as an instrument of arbitrary power have been dismantled.โ
Feel free to visit Krugmanโ substackโitโs behind a paywallโif you so choose.
Meanwhile, in a world of great uncertainty, a couple of things are certain: Trump will continue to try to abuse whatever tariff power he may have, there will be lots and lots of litigation, and some of those cases will reach the Supreme Court in the coming months.
Among progressives, opinions differโas do kneejerk reactionsโabout the likelihood of any degree of success by Team Trump. International trade law is not my field, and I have no crystal ball. But I do like this analysis by someone whose handle is EricAZ (not otherwise known by me from Adamโs housecat), who posted this yesterday on Daily Kos:
Trumpโs Decision to Beat a Dead Horse on Tariffs Will Hasten His Fall
A smart person would take his lumps and move on. Trump is not a smart person. Letโs assume that the โbest peopleโ that Trump brought to his Cabinet and the White House picked the statute most favorable to his tariff plans. One of the most conservative Supreme Courts since the Civil War beat him with a stick.
Now, Trump is preparing to work his way through other statutes looking for support for his tariff plans. (Keep in mind that the U.S. Constitution says tariffs are under the control of Congress. And the Supreme Court just upheld that fact.)
Having been told, โDonโt let the screen door hit you,โ Trump wants to try his luck again. Never mind that the public does not like tariffs, does not like paying higher taxes, does not like a loser and has dropped its esteem for Trump to a level somewhere between Nixon and a road-Kill skunk.
But here the valiant Donald prepares to make his stand.
Here is the list of statutes the president can use to regulate trade:
Section 232 of the Trade Expansion Act of 1962:Allows the president to impose tariffs if imports threaten national security. Pam Bondi can argue that avacados and plastic toys threaten national security. Even with Pete Hegseth guarding the coast, we probably can withstand avacado imports.
Section 201 of the Trade Act of 1974: Enables the president to impose tariffs if an import surge threatens a U.S. domestic industry. Pretty narrow in focus. Imaginary ballrooms are not an important domestic industry.
Section 122 of the Trade Act of 1974: Allows the president to impose tariffs to address international payments problems, with no cap on the level of duties or duration. Despite Trumpโs best efforts, we still donโt have an international payments problem.
Section 301 of the Trade Act of 1974: Allows the president to investigate unfair trade practices and impose tariffs, with no limits on the size of the tariffs. Having tried to impose tariffs on the entire world, including uninhabited islands, it will be hard to make a case that the entire world is engaged in unfair trade practices. Especially when Trump claims to have made trade agreements with most of the world.
International Emergency Economic Powers Act (IEEPA): Provides the president with broad authority to impose tariffs in response to economic emergencies. Been there, done that. The court said no.
Many people expect Trump to use one or more of these statutes to repeat the long process he has gone through with his failed IEEPA effort.
One thing the justices really hate, is doing work. Especially repeating work that they or some other judge has already done.
Most likely, any new version of Trump tariffs would be thrown out at the District Court level very quickly. The court would likely leave an injunction against the new tariffs in place until the case works its way to the Supreme Court. At this level, there are no do-overs. The High Court would decline to hear the case and the injunction would stand.
All this happens against a background of Trumpโs declining numbers and peopleโs distaste for high prices and unnecessary tariff taxes at the grocery store. Political parties sometimes survive immense blunders and sometimes they donโt.
I plan to post some posts about the implication of theย Learning Resourcesย case going forward. But first a look backwards.
The oral argument was November 5, 2025. The decision was last Friday, February 20, 2026. The time from argument to decision was about 3 ยฝ months, or 107 days, to be exact.
What the hell was going on during those 107 days?
They Were Exchanging and Polishing Drafts
Consider this example. After oral argument, there is a split among the justices; the majority thinks the plaintiff should win, while the minority would have liked to see the defendant prevail. The job of writing the majority decision is assigned by Justice Smith, while Justice Jones is tasked with drafting the dissenting opinion.
Justices Smith and Jones, plus their respective law clerks, get to work drafting. Thereupon, they exchange drafts. Justice Smith discovers that the Jones draft makes some seemingly good points that she failed to consider in her majority draft opinion, while Justice Jones discovers the same thing about the other side’s draft.
Each side revises its draft to cast shade on the other, in a more precise and pointed way. They exchange second drafts, whereupon Smith concludes that Jones has misstated his position, set up a straw man argument, and needs to be taken to task.
Drafts continue to be prepared and exchanged until everybody is satisfied that they have set forth their respective positions in the best way possible. Finally, the law clerks go over the drafts to make sure, for example, that when Smith critiques a position taken by Jones on page 15 of his dissent, it really is page 15, not page 13 or page 16.
That was a simple example. In the actual Learning Resources case, there was a majority opinion, two concurring opinions, two opinions concurring in part and concurring in the judgment, and two dissenting opinions.
Whole lotta draftinโ goinโ on. Whole lotta exchanginโ drafts goinโ on.
A Lot of Drafting and Exchanging Drafts, but Should it Have Taken 3 ยฝ Months?
No. The justices, and their stellar law clerks who graduated at the top of the class in stellar law schools, all know how to sit down and write a polished legal draft in very short order.
In my opinion, a month would have been a generous amount of time for the drafting and exchanging process to play out.ย
Are There Some Other Vanilla Excuses for the Delay?
Of course there are.
A lot of other stuff was going onโparticularly a whole bunch of emergency appeals from Trumpโs many other usurpations.
And three months is not out of line for recent precedent involving consequential Supreme Court decisions.
Yadda, yadda, yadda.
OK, What do You Think was REALLY Going On?
Many scholars and many commentators have detected a tendency for the Supreme Court to avoid confronting a newly elected president and to wait until his popularity has declined, before handing him his head on a silver platter. Common examples are the Nixon tapes decision in 1974 and the Truman steel seizure case in 1952.
Here, the Court waited until the promised upsides of the tariff usurpation had failed to materialize, the downsides had become widely apparent, and Trumpโs popularity was clearly sinking.ย
Gallup, Fox News, and Pew Research, among others, all show a material decline in Trumpโs popularity from early November of last year to late February of this year.
I think that’s probably why they waited so long: they wanted to hand Trump enough rope to let him hang himself good and proper.