SOM | Is This The End of American Exceptionalism?
Video presentation and slides
Bessent | USA “Credit Risk”
Oops!… He did it again
Brent Donnelly | Time To Reload USD Shorts
Six reasons to jump back in the pool
Middle East | Temperature Rising Again
Guest contribution by former British “diplomat” in the Middle East
A “Beautiful Rebalancing” | Market News Flow
RIP Pat Bajari. A quick recap of recent market news flow
Tail Hedges For Recession And Market Downside Risk
Tail Hedges For Recession And Market Downside Risk Updated For The Trump Tariff Sell-off Event
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
Ex-MI5 Chief | Iran Nuclear | Geopolitics | (Real) Experts
The special ones and connecting the dots