Finally. If silver breaks out above $35, as I’ve been saying forever, and closes with higher volumes above this level or preferably $36, then the […]
Tag: CHINA
Secretary of Commerce Lutnick Surrenders the Trade War
There are news events which fly under the radar, and then there a days where the major news story is so obvious it should terrify […]
The Trump Team Forgot to Bring the Power to the Trade War
IN the early days of the 1970’s, a famous commercial aired about Calgon water softening products with the catch phrase “Ancient Chinese Secret” which was […]
The Tariff Ruling: A Nothingburger or Taco of Consequence?
The Court of International Trade, an Article III Constitutionally created by Congress to adjudicate trade disputes since the 18th century, dropped what at first appeared […]
The Bond Market Warned Us, Nobody Listened
In early April, shortly after “Liberation Day,” the US bond vigilantes interrupted their month long vacation of what is normally a dull month just long […]
Trump to Announce a Hopefully Future Trade Deal With 12th Largest Trading Partner
They political and financial media hypesters are at it again in a desperate attempt to keep the stock market and more importantly the bond market […]
Breaking Bad Enters the Trade War Conversation
There will be a cadre of bulls who insist that this author is insane. For the record, I am not a permanent bear as it […]
The Absurdity of US Trade War Strategy in One Story
The listeners to the MacroEdge Radio show via X-Spaces might come to the conclusion that this author is pro-globalism and anti-tariffs. That is the furthest […]
Get in My Belly of The Curve
Fat Bastard knew. Bond traders knew. The Asian traders thought they knew. European traders are still saying what the f***. Ignoring the so-called “tariff” relief […]
Bad News America: Leave it to Beaver is Dead
God Bless President Trump, some elderly people I know, and those who think we can return to America’s yesteryear. I grew up as a teenager […]
Of Reshoring, Kuznets, and Reality
The Trump administration has spent the last month preaching and pushing the super duper great reality of various nations and companies promising to relocate and […]
JohnGaltFLA’s 2025 Drunken Predictions
Now that we’ve digested and expelled the hellish year of 2024, one has to ask just how much more fun can we have in 2025? […]
Have a Fun Weekend
Yet we keep testing the tolerance limits…. The part they do not tell you: It is survivable unless you are in the blast zone. Have […]
A Week of Market Instability Begins Tomorrow
There are periods where one can recall certain periods in market history and understand why events overwhelmed the economic group think. This past Thursday one […]
Dr. Copper Screams Banana
The history of American economics is replete with grand stories of gratuitous bad calls and then those economists who made great calls but were silenced […]