Alan Brazil | Trumponomics 2025 | US-China Economic Wars
Who can survive longer the economic war of attrition?
John Thomas | Tariffs & Trumponomics | Meeting Notes (April 7, 2025)
Best AI video yet and latest from D.C. by JT
Market Commentary | No Time to Think, Just Act
Moving positions to (very) long-term portfolio
EVENT: John Thomas | Trump, Tariffs & US Trade Policy
A catch-up with GOP strategist and Nestpoint Associates Co-founder/Managing Partner
US Tariffs | AliExpress Tariff Discount Sale
The Trump Purchasing Parity (TPP) exchange rate for tariffs
US Tariffs | Goldman | What To Expect From Tariffistan
Going “full throttle” on tariffs
Part 2: Paul Tucker | U.S.-Europe Relations
System Predicated on What?
Russia-Ukraine | Sumy Offensive | Kursk | Belarus
As one front closes, another may be about to open
Rubrik | Adobe | AI Barbell | Macro Insights
Barbell approach to AI. Other bits and pieces
Trump’s Polls | Rubrik Beats Again
What matters more to Trump than the stock market?