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
Tag: Saudi Arabia
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