I have spoken a lot in the past about the new global system and approach of the Trump administration, but I want to add here an element alluded to in earlier notes that is crucial for any current market analysis. The markets of the past 3 decades have had several unifying aspects and many 30 … Continue reading High Risk Reward: Trump Tariffs and Politics Over Wall Street
Category: Trump Tariffs and Globalism
The Genius of Tariffs, Part 2
My apologies for a lack of recent posts but I had some personal matters I had to attend to so while still following the markets closely I lacked the time to compose regular updates. That will now change and I expect to keep you informed about events at least several times a week going forward. … Continue reading The Genius of Tariffs, Part 2
Getting Down to Specifics on the Trump Reciprocal Trade Tariff Strategy
In this post I want to go beyond simply the usual vague discussions of Trump's tariff strategy. In earlier posts which I recommend you read I considered the general theoretical strategic issues at a higher level that sought to explain the major changes involved ignored by many market participants still incorrectly starting with the international … Continue reading Getting Down to Specifics on the Trump Reciprocal Trade Tariff Strategy
Trump’s Genius: Discovering the Key Strategic and Tactical Weakness in Globalism
The odds of becoming a billionaire are extraordinarily low. To succeed you have to come up with some unique and in its own way brilliant creative idea which hardly anyone else has ever thought of before. Usually to do so this is a one time deal. You invent the Bloomberg box or the personal computer … Continue reading Trump’s Genius: Discovering the Key Strategic and Tactical Weakness in Globalism