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
REVISIT: Eurozone | BTP/OAT | Not Enough Bank Equity
More debt without bank equity is a problem
Market Update | DALL-E’s DeepSeek Moment | Nvidia
If seeing is believing, don’t believe everything you see
US Equities | Time to Cover Shorts and Dip Into Longs
A pattern to the chaos… cautiously optimistic near-term
SOM: Year Ahead 2025 | American Exceptionalism Just Starting
Will the rise of American’s economic exceptionalism continue under Trump?