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
Tag: Lutnick
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