Donald Trump
Deconstructing the Donald’s Political Decisions
The Donald is clearly having the time of his life. I have to admit I find it quite remarkable how…
Could a U-Turn on U.S.-China Negotiations Prevent a New Cold War?
The tweet may be a highly effective means for Donald Trump to manage the news cycle. But the methodology does…
Huawei Saga Takes Another Unexpected Turn
The U.S.-China trade war escalated last week after Washington barred American companies from working with Huawei, China's largest smartphone manufacturer.…
U.S.-China Trade War Threatens Tech Stocks the Most
Wall Street and global stocks plunged anew on Tuesday, as the threat of an all-out U.S.-China trade war rattled investor…
China, North Korea, Iran… Has Trump Achieved Maximum Winning?
The news flow over the past few weeks has not supported hopes that there is a better chance of a…
How a Democrat Win in the Midterms Will Affect the Markets
With the tenth anniversary of the Lehman bankruptcy just passed, one theme of this writer’s message to investors of late…
Trump Picking on Marijuana for His Own War on Drugs
Current societal views regarding marijuana use have taken a positive turn, and that has gone against the preference of the…
The Flattening US Yield Curve and the Fed Balance Sheet Unwind
The other day this writer was thinking that it had become time for Donald Trump to comment on Federal Reserve…
Trade War! Making Sense of Trump’s Good Cop / Bad Cop Theatre
Ongoing US monetary tightening is not the only risk facing Wall Street-corrected world stock markets. The past few weeks have…