Tonight, in what can only be called a shocking move, President Trump put down the Diet Coke, apparently, and went fully leaded which of course […]
Tag: TARIFFS
Jackson Hole Marks the Start of America’s Financial Market Insanity
Way back in ancient history, okay, actually on July 13, 2025, these pages published the following article: Will Trump’s War on the Fed Crash the […]
This Item is a Threat to America’s National Security
America, we have a problem. No, it is not hypersonic Russian or even Chinese nuclear missiles. It’s not terrorists crossing our border with nuclear materials […]
How Retailers Like Walmart Pass on Tariffs to the Public
After listening to Peter Navarro bark like a trained seal on Bloomberg Television this afternoon, I fear this brief thread is more necessary than ever. […]
The Populist Threat to America’s Economy
In ancient days, to avoid the wrath of a Rome, the wealthy would often offer tribute in many forms as a sign of submission and […]
Trump’s Trade War Fallacy
Today was another one of those “days of days” when President Trump announced retaliatory tariffs against India and, for some reason, Japan. At the same […]
Dr. Copper is On Life Support
There are great songs in American history then there are those that resonate since the 1980s forever. Unfortunately for precious and industrial metals investors, the […]
The Manufacturing Renaissance Myth
While there are many who celebrate all of the announcements of countries to invest and companies to reshore into the United States, there are some […]
Moo? No, That’s a MOU to You!
Only the South Park Cows and the President of the United States could say the same thing with only the cool people understanding the reference. […]
More Inflation Nonsense This Time from Hershey’s
Hershey’s today made an announcement that they will be engaging in double digit price increases and amazingly made the following statement as quoted in a […]
$40 Silver: Stay on Target
Could this be the week? The instability created by the Japanese elections, the trade war rhetoric heating up, and worse, the insane war on the […]
Maybe the Consumer Isn’t as Strong as Advertised
Sigh, I feel like the lost bear in the woods. There is an underlying economic reality that the “K” shaped economy is something new to […]
Dr. Copper is Still Holding Class
The stories since the start of the trade war tend to verify what most intelligent people knew long ago(from the UK Guardian): Demand for copper […]
2025 Q2 Ends on a What Me Worry Note
The second quarter of 2025 began in April with a trade war firestorm and ended the month of June with a Taco Fiesta creating hope […]
China’s Version of the Trump-Xi Phone Call is Interesting
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, […]