Part IV: The Trades | Is This The End of American Exceptionalism?…No
Best Long & Short Strategies 2025Q2/3
Part III: American Exceptionalism Continues And Gains Steam
The Era of America’s Economic Exceptionalism Is Not Over
Markets | Fed Spy | US-Japan | Tariffs | Rubrik | Quantum
Fed spies and mail-ordered brides. Market update
Part II: China Goes All In On Trade And Depreciates The CNY
Is This The End of American Exceptionalism?
RBRK | Alan Brazil | US Credit/Exceptionalism | AI | Geopolitics
Is US economic exceptionalism over? Presentation by Alan Brazil
SOM | Is This The End of American Exceptionalism?
Video presentation and slides
Bessent | USA “Credit Risk”
Oops!… He did it again
Pete Earle | UnPacking The Mar-a-Lago Accord
We live in interesting times when theologians feel compelled to fact-check politicians. Here’s a concise and well-crafted summary of the so-called “Mar-a-Lago Accord” by Dr. Peter Earle (aka Dr. PCE) of the American Institute for Economic Research (AIER). True to his libertarian leanings, he steers clear of social engineering and keeps the focus on market mechanics and macro fundamentals. […]
U.S.-China | Scott Bessent: “Innit To Winnit’
A “beautiful rebalancing” interview with Bloomberg
NextFedChair | Trump Has ‘No Intention’ of Firing Powell
Fed independence question comes after dollar devaluation