SCOTUS | The Trump Tariffs Case under IEEPA
Expert panel on IEEPA tariffs at SCOTUS hearings
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
Russia-Ukraine · Trump-Putin | Tariff Inflation · Real-Time
Local sources. High-frequency price monitoring US tariff effects
GSWM 2025 Review | US Preeminence Vs Exceptionalism {Part 2}
US Preeminence vs. Exceptionalism. Why the report stands out.