A “Beautiful Rebalancing” | Market News Flow
RIP Pat Bajari. A quick recap of recent market news flow
Alan Brazil | Tail Hedges For Recession And Market Downside Risk
52-page report by Alan Brazil on tail-risk and recession hedges
Tail Hedges For Recession And Market Downside Risk
Tail Hedges For Recession And Market Downside Risk Updated For The Trump Tariff Sell-off Event
[UNVERIFIED] Trade: US-India | China Statement
![[UNVERIFIED] Trade: US-India | China Statement | Speevr](https://speevr.com/wp-content/uploads/2025/04/Screenshot-2025-04-24-at-19.22.08.png "[UNVERIFIED] Trade: US-India | China Statement 4")
A harder job when top officials spread disinformation
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
Tariff Wars | OODA Loops vs. Reflexive Control
Tariffs surpass immigration as top concern for American voters
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?