Trump’s Handwritten Note to Powell: Lower Rates Abroad, So Why Not Here?

Do lower interest rates in other countries really mean the Fed is too tight?
Iranium Crypto | Iran-Israel | FOMC | Tariffs

It’s Shah Mat or Amalek! Trump tantrums on Iran… but why?
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
Ozempic 3.0 | Markets Update

GLP-1 “fat shot drug.” More good news to come?
SOM | Is This The End of American Exceptionalism?

Video presentation and slides
Bessent | USA “Credit Risk”

Oops!… He did it again