“Those who cannot remember the past are condemned to repeat it.”–George Santayana, The Life of Reason, 1905 Before I offer a brief analysis of the […]
Tag: TRUMP
A Quick Prediction on Today’s CPI Report
If we’re all supposed to be dorks and believe the financial pump and dump media, the BLS report on CPI at 8:30 a.m. will be […]
S&P 500: Gappapalooza
There are bear market rallies and then there are bear market rallies based on nothing but hopium and prayer. Well, this author is all out […]
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, […]
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 […]
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 […]
I Finally Understand the Use Function of Bitcoin
Or, how it took a dollar funding crisis in Japan for me to figure out crypto… For the life of me, I could never understand […]
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 […]
No Mention of a Trade Deal From the Chinese Government Yet
With all of the wild news and rumors flying around for years now, color these pages those of the eternal skeptic, willing to dig into […]
Trump Continues the Inflation Propaganda Campaign
I must, once again, spell this out for my old readers and new ones, one more time: I really wanted President Trump to succeed. I […]
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 […]
Another FOMC Nothingburger, or Is It?
The financial media is all perplexed to read today’s Federal Reserve Open Market Committee statement as their appears to be a whiff of stagflation in […]