The following is the full government readout from China of the Trump-Xi phone call via Xinhua: Xi says dialogue, cooperation only correct choice for China, […]
Tag: CHINA
06.05 10:46 a.m.: Trump Posts About Xi, WTF
Let us start with the posting from Truth Social: First off, one more time for the mentally challenged, THERE IS NO TRADE DEAL, just a […]
It Finally Happened: Trump Called Xi
And another great meme dies after two months of the trade war. In what has been hyped, lied about, promoted, and used to pump markets […]
Silver: It’s Happening
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 […]
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? […]