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
Euro Defense Stocks | NATO’s TARP Relief Moment
Defense stocks on a tear. Like the TARP relief rally?
Hamas-Israel | What Next Now That Phase 1 Is Over?
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US Crypto Reserve | Omand | Russia-Ukraine
Another bold JT prediction comes through