This is not a political site nor a stock touting site, but a higher level educational and conceptual site where we try to give you key macro-political insights. A crucial one in order to understand markets going forward is the genius of Trump's concept of capital. Now you can politically love or hate what Trump … Continue reading The Genius of Trump’s Concept of Capital
Making Charlottesville Virginia’s Silicon Valley: A Proposal
I recently spent some time in Charlottesville, Virginia, one of that states more beautiful cities in a valley of the Shenandoah Mountains. When I was younger, I spent many an enjoyable and challenging day hiking and climbing in this region. I'm going in this post to venture into territory this site does not ordinarily consider … Continue reading Making Charlottesville Virginia’s Silicon Valley: A Proposal
The night the lights went out in Spain
In several earlier posts I wrote about some very high level, Institute for Advanced Study type level, research that has been done on energy and societal collapse. I recommend you go back and look at those posts covering the work of Tainter among others. Here's the point though: You can be a supporter of clean … Continue reading The night the lights went out in Spain
Trump just might pull this off: The Genuis of Trump Tariffs, Part 3
In earlier posts we have discussed at a higher level many issues with tariffs. If you have been following this site you would have stayed far ahead of the curve in terms of the various events occurring and your understanding of these effects on the markets. You would also have known the counterfactuals that could … Continue reading Trump just might pull this off: The Genuis of Trump Tariffs, Part 3
A Little Bit of Tariff Math
A very short post on an important scenario. Let us say that Trump's end game with tariffs is simply this. Force countries around the world to open up their markets as much as possible. As their competitors get their tariffs reduced to the baseline of 10 per cent which Trump seems to be maintaining, those … Continue reading A Little Bit of Tariff Math
Is Trump a Realist Politician or Socrates’s Carpenter: A Key Question for American Foreign Policy
When Trump first came to Washington he thought the town was filled with the kind of "lightweights" he had known as a wealthy real estate developer dealing with obsequious politicians at fundraisers. A class that would be impressed by wealth and bend over backwards to accommodate a successful billionaire, or if not, would be no … Continue reading Is Trump a Realist Politician or Socrates’s Carpenter: A Key Question for American Foreign Policy
The pool analogy and the key for US tariff success
I'm trying to get these posts to you more often, but have an incredible amount of work I'm doing, which makes it hard. However, I'll still aim for at least once a week and the goal is three times so keep checking back. I want to give you a very brief, but crucial view, of … Continue reading The pool analogy and the key for US tariff success
A Short List of Potential Black Swan Macro-political (geo-political) Risks
The market, of course, refers to black swan events (and you can get the full history of the term elsewhere) as, so to speak, unexpected, off the probability curve events that lead to extreme market volatility. But I would argue usually they aren't really actually that unexpected. Often in fact they are even quite predictable … Continue reading A Short List of Potential Black Swan Macro-political (geo-political) Risks
The one key weakness in real-politique tariffs
I have spoken at length about the problems with the international organization approach that has dominated American policy with only a few limited exceptions since the Cold War. Those problems mean that the real-politique approach which is now emerging has the potential to correct some of these naive, and disempowering excesses that have come to … Continue reading The one key weakness in real-politique tariffs
Part 3: After Discussing the Genius of Tariffs, Now Let’s Consider the Counterfactuals
In two earlier posts I explained the genius of Trump's tariff strategy which are considerable. I also said this site was apolitical, though judging by some of the comments received you might not have believed me. I made the point repeatedly that wherever you fall on the political spectrum you need to understand the concepts … Continue reading Part 3: After Discussing the Genius of Tariffs, Now Let’s Consider the Counterfactuals