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?
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