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 world financial markets and the world media keep reacting ... Read More»

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 not lead to coherent economic analysis. Tariff... Read More»

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. On Mo... Read More»

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 confidence. Technology stocks were at t... Read More»

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 trade deal with China than currently envisaged by markets. ... Read More»

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 has been that politics has now beco... Read More»

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 Trump administration. In an attemp... Read More»

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 policy when the news reports appeared on the remar... Read More»

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 seen renewed negative focus on... Read More»