This post is opinion only. See full disclaimer below. I have written about many of these points in earlier posts, but let's consider anew here briefly just two key issues for the markets at present. Each of these areas are based in part ultimately on political power. I have argued for a long time now, … Continue reading Two Key Market Questions:
Category: Trump foreign policy and real-politique
Understanding Trump’s Real-Politique
This post is opinion only. See full disclaimer below. There is a lot of confusion in the markets about Trump's foreign policy. Those who are not versed in more complex foreign policy concepts and even a few specialists are perplexed and attribute incoherence to it. Markets, which have always failed to understand how important a … Continue reading Understanding Trump’s Real-Politique