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”
Rubrik | Adobe | AI Barbell | Macro Insights
Barbell approach to AI. Other bits and pieces
Trump’s Polls | Rubrik Beats Again
What matters more to Trump than the stock market?
Markets | ‘Boiling the Frog’ Sell-Off
‘Trump Put’: Who’s Afraid of the Big Bad W-H?
US Jobs | Diffusion LLMs | Ricardian Vice | Iran Nuclear
A balancing act. Scott Bessant’s economic plan, Ricardian something