Category Posts

The consistent theme of 2025 since Trump was inaugurated, has been investors in denial over the scope and scale of Trump's trade war. As...

As I described in my last blog post, a Black Swan trade war escalation took place this week catching both retail investors and...

First off, take all predictions with a grain of salt mine, including this one. In fairness however I have been warning all along that...

The big "Liberation Day" is only one day away now and the most recent indications are that Trump is about to reach for the nuclear trade...

Exiting the first quarter, stocks are having their second worst start to a presidential term on record, the Barron's article this morning...

The last major global trade war was in 1930 at the start of the Great Depression. Looking back, pundits will be widely discredited for...

"The paradox of thrift, a core concept in Keynesian economics, suggests that while individual savings are beneficial, if everyone tries...

There is no sign of panic in markets because investors widely assume Trump has things all under control. If they're wrong about that, the...

News of an impending recession is spreading like wildfire on Wall Street. Over the weekend, Trump admitted there will be some "pain" in...

It's been over a week since I wrote a full blog piece and my blog magically came back online, so here is an update from last time: On...

It was all going so well, then this headline showed up last Friday: The Trump trade war is collapsing consumer sentiment: At the...

The endgame consequence of 15 years of continuous monetary bailout is that at this latent juncture, global investors have been...