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Making Sense of Trump’s Worldview – “Spheres of Influence”

The most interesting, and to most people doubtless the most surprising, part of Donald Trump’s inauguration speech back in January…

Brazil Deep Dive: Is This Market Worth Your Time?

This writer was recently in Brazil for the first time in a year. There has been an incredible change of…

Two Years is Too Long…The AI Conundrum

It can legitimately be described as the stampede from wokeism. Since Donald Trump’s decisive electoral victory in November, this writer…

The Two Big Risks for Stocks in 2025

US inflation data has become important again given Jerome Powell’s hawkish pivot at the December meeting and the more pro-cyclical…

Why The Failure of DOGE is Our Base Case

One issue facing investors this year is the self-evident contradictory nature of President Donald Trump’s policy agenda and how those…

Have Tariffs Taken Rate Cuts Off the Table for 2025?

The relatively hawkish message sent by Jerome Powell at the last two Federal Reserve meetings suggests that further interest rate…

Is China Weaponizing US Dollar Bonds?

Wall Street has bought to remain focused on the bullish side of Donald Trump’s agenda, namely tax cuts and deregulation,…

Bubble or Bull Market – Trump Will Decide

On the eve of Donald Trump’s inauguration, there has obviously been a lot of tariff-related noise from the President-elect. Still…

Back from El Salvador, We are Very Bullish Bitcoin in 2025

The price of Bitcoin has consolidated of late after the 62% price surge triggered by Donald Trump’s election and the…

Will February 23rd Mark the Day Europe Becomes Investable?

All the evidence is that Donald Trump is much more prepared for his second term in the White House than…