Chris Johnson | US-China | Plenum/PLA | Spies | Venezuela (Part 1)
Trade talks, rare earths and amateur poker
Comment: Zions & US Regional Banks
What’s up with regional banks?
US-China | Rare Earth Export Controls
U.S. vs. China perspective
Post-FOMC | Sahm Rule | Herd Economics
Scratching beyond the surface for what works and doesn’t
Best Long & Short Strategies 2025 Q4: Parts II and III
Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It
Best Long & Short Strategies 2025 Q4: Part I – IDT Reprices The US and EM
Independence Day Tariffs (IDT) Will Amplify American Exceptionalism, Not End It
Rubrik | Tariffs | Stock-Bond Model
Rubrik Q2 earnings and market review
Comment: Markets · AI | Iran-Israel
Mid-summer melt up in risk assets
Spectra Markets | Jackson Hole Survey Results
One of the most heavily skewed survey results I have ever seen for an event like this
US Tariffs | Beyond The Rhetoric
Beyond The Rhetoric: IDT Is A Positive Tailwind For US Assets But a Headwind For the ROW