US-China/EU Tariffs | Paul Tucker | Dani Rodrik
EU is next. Not all economists are international trade experts.
John Thomas | Tariffs | TikTok | Gaza Ceasefire | Crypto Reserve
Trump tariffs and executive orders. What’s expected
US Macro | Higher For Longer
Fed’s Next Move Could Be A Hike Reflecting The Tail Wind Of Immigration
Comment | US Rates & Macro Shenanigans
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SOM Year Ahead: The Rise of American Exceptionalism And Trump
Best Long And Short Strategies 2025Q1
Part 1: Outlook 2025 | When Big Egos on Wall Street Capitulate
Catching up with recent developments
The End Of China Exceptionalism
And The Start Of American Exceptionalism
John Thomas | Trump’s Cabinet Houdini, Tariffs & US Immigration
Trump’s bold policy agenda escapes scrutiny as focus shifts to his cabinet picks.
Trade Update & Historical Performance
Recent and historical performance of SOM trades
DOGE | Draghi | Doge of Venice | DeFi | Dodging Tariffs
Time to get rich or die trying? System takedown