John Thomas | Trump’s Semiconductor Switch, Why?

Why the exemption withdrawal was not haphazard
Tariffs | America vs America | Klopp Flip-Flop, Part 1 (Politics)

Who Is China’s Henry Kissinger?
John Thomas | Tariffs & Trumponomics | Meeting Notes (April 7, 2025)

Best AI video yet and latest from D.C. by JT
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
Part 2: Paul Tucker | U.S.-Europe Relations

System Predicated on What?
Russia-Ukraine | Sumy Offensive | Kursk | Belarus

As one front closes, another may be about to open
Trump’s Polls | Rubrik Beats Again

What matters more to Trump than the stock market?
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