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


The African Mineral Rush
The president of the DRC makes an intriguing offer to the White House: Minerals for security.
Mar 192 min read


What to do with your Money-Fort
Warren Buffet pulled out of the market to build a money fort. where should mortal put their cash?
Mar 122 min read


Europe On Its Own
Europe is on its own, can it pull off a peace? Yes, actually.
Mar 63 min read


Asia's Tariff Engineering
Asia's China Plus One may render tariff plans pointless.
Nov 19, 20243 min read


A Google Split is more Cause than Remedy
The Justice Department's remedy for Google is more cause than remedy.
Oct 10, 20242 min read

The LNG panic, revisited
LNG panic in Europe, and how the energy market's global dynamics could impact the world's economy.
Oct 8, 20243 min read


Banks Are Eating More Risk, Again
Banks are again bundling risk and selling it off. And, again, exposing themselves to risk.
Jul 10, 20243 min read


Drooping Tiger, Wheezing Dragon
Beijing's heavy hand on the markets is threatening to crash the entire system.
May 30, 20246 min read


A Strong Dollar Smile
A strong dollar isn't all bad.
Apr 30, 20243 min read


Mardi Gras Just Groped your 401(k)
The Fat Tuesday sell-off was harsh. Don't worry about it... yet.
Feb 14, 20242 min read


The Last Days of Davos
The Universe Davos built, or claimed to, is coming apart. Step lively boys.
Jan 24, 20244 min read


Confidence Trick
The US is in a Costanza economy - and will stay there as long as this strange confidence keeps up.
Jan 5, 20242 min read


A Year of Living Dangerously
Argentina will be 2024's most interesting story not involving war. But it does have cloned Mastiffs.
Dec 27, 20232 min read


What's Next with World War III?
Leaving Ukraine - and Europe - to it's fate will trigger a chain reaction that we are not going to like.
Dec 8, 20234 min read

A Hard Landing for the US and China?
The world's two largest economies operating on different cycles has been a good thing for the global economy.
Dec 1, 20233 min read


The APEC Forum
The Xi Biden Meeting at the APEC Forum won't accomplish much, but at least they're talking. Or pretending too.
Nov 15, 20231 min read


The Oilmen are Back... for Now
Lifting sanctions on Venezuelan oil will do the country a world of good if its president can behave himself. He can’t.
Nov 13, 20232 min read


Don't Look Down: US Recession in 2024?
The US economy is looking at a recession in 2024 - that isn't going to do Biden, or the world, any favors.
Nov 6, 20233 min read


Bletchley Park, AI & Known Unknowns
The AI Safety Summit this week is a good idea, but an workable AI solution requires knowing what the problem is.
Oct 31, 20233 min read
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