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The Tariff Ruling... Ruling
Blindsiding investors with the highest tariffs since the Depression caused them to react like frogs thrown into a boil. And out they leapt, triggering market chaos across stocks, bonds and currencies
2 days ago3 min read


China v. US Trade & the Other Russian
A Panda, an Eagle and a Bear walk into a bar... feelings get hurt...
3 days ago3 min read


US Asian Defense
It’s a Who’s Who of players claiming some interest in the area of the world called the Indo-Pacific - the definition of which changes depending on who is claiming interest.
Jun 44 min read


Oil Prices Are Low
From the Saudi point of view, it’s a sneaky concession as it comes right as the “Drill, Baby, Drill” policy is starting to run up against the law of diminishing returns.
Jun 23 min read


Napoleon v. Trump
There are parallels, mostly delusional, but they are there.
May 286 min read


The Wrong Metric
You are looking at the wrong metric for the China tariffs
May 132 min read


Deep Sea Mining
The vast potential of deep sea mining is causing international waves.
May 82 min read


The Bonds that Tie
How much is the bond sell-off going to cost you?
Apr 153 min read


Trump's Liberation Day Tariffs
What fresh hell...
Apr 33 min read
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