Tariffs
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…
More Tariffs Means More Monetary Easing
It may be a little ridiculous. But Donald Trump’s surprise decision, or threat, to impose a new round of tariffs…
US vs China – Is it ‘Art of the Deal’ or Economic Warfare?
If monetary tightening remains the main risk for global stock markets, the threat of a trade war continues to dominate…
GRIZZLE REEL: Solar Flare-ups, AI Fake Porn, No More Water, Media Fairy Dust
TARIFFS: Solar Panel Flare-ups The big unpublicized truth about clean technology (solar and batteries) is that it doesn't have a…