This post is opinion only. See full disclaimer below. As I indicated in my last post a while ago one of the most important macro-political questions right now continues to be will Trump force the Europeans, Chinese and Indians to go off of Russian Oil. In the case of China and India this would be … Continue reading Three Macro-political Issues on the Horizon
Tag: South Korea
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