
Blending Fiscal and Monetary Policies
By now all investors are aware of Trump’s disdain for Jerome Powell in his effort to pressure the monetary officials of the Fed to cut
By now all investors are aware of Trump’s disdain for Jerome Powell in his effort to pressure the monetary officials of the Fed to cut
Given that we have witnessed a radical transformation of the Middle East, now that Iran has been presumably de-nuked, predicting geopolitical developments there may become
After a barrage of insults from Trump, Jerome Powell said: “We haven’t been through a situation like this, and I think we have to be
Seemingly, there is now consensus among foreign exchange dealers that the greenback is likely to depreciate meaningfully over the next few years. This, however, is
A large number of my readers ask me what my take is on the crypto industry. When Bitcoin was started in 2009, it was essentially
A few days ago, Donald Trump told the Americans that “if we lost the dollar as the world currency…that would be the equivalent of losing
Last week, I wrote: “The bulls definitely had the upper hand as the trade war waned and hard economics showed the economy held up: the
Last week, I wrote: “Contrary to Goldman Sachs, which gave a 45% chance of a recession in the next 12 months, while JPMorgan and Polymarket.com
Last week, I wrote: “The economic outlook and its residual effect on corporate earnings will be a function of what this Administration will do about
Last week, I listed 10 factors that the bulls saw that explained why POTUS blinked and pivoted. I wrote: “I’m not in the know, and
Last week, I wrote: ‘The U.S. does not have a divine right to success: this fact has put in question America’s long standing role as
Last week, I wrote: “Trump said that he was not looking at the market, while Powell said that he was not about to offer imminent
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