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
From 2018: The Coming Economic War With China
I published this SOM in September 2018 after the first round of Trump tariffs on China. It provides key insights into the motivation for the current round of tariffs, which the market may have forgotten.
Alan Brazil | Trumponomics 2025 | US-China Economic Wars
Who can survive longer the economic war of attrition?
Trumponomics 2025 | Tariffs Are A Continuation of The Economic War With China
Trump Voters Own Homes Not Equities
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 1: Europe’s Debt Big Bang Goes Bust
Germany’s Big Bang Goes Bust And Ends Up Building “Bridges To Nowhere”