US-China/EU Tariffs | Paul Tucker | Dani Rodrik

EU is next. Not all economists are international trade experts.
John Thomas | Tariffs | TikTok | Gaza Ceasefire | Crypto Reserve

Trump tariffs and executive orders. What’s expected
US Macro | Higher For Longer

Fed’s Next Move Could Be A Hike Reflecting The Tail Wind Of Immigration
SOM Year Ahead: The Rise of American Exceptionalism And Trump

Best Long And Short Strategies 2025Q1
The End Of China Exceptionalism

And The Start Of American Exceptionalism
John Thomas | Trump’s Cabinet Houdini, Tariffs & US Immigration

Trump’s bold policy agenda escapes scrutiny as focus shifts to his cabinet picks.
Trade Update & Historical Performance
Recent and historical performance of SOM trades
DOGE | Draghi | Doge of Venice | DeFi | Dodging Tariffs

Time to get rich or die trying? System takedown
The Fragile Equilibrium of Technology, Liberty and Power

In a striking reversal of history’s pattern where technological progress and liberalism reinforced each other, today’s innovations threaten to tip the balance toward authoritarianism, ending three centuries of partnership between technological advancement and human freedom.
US Yield Curve | Veterans/Remembrance | NextFedChair.com

US yield curve and next Fed Chair back in focus