Category Archives: Politics

How the Global Trade Contraction Begins

The world grows increasingly at odds with itself, with each passing day.  Divided special elections.  Speech censorship by Silicon Valley social media companies.  Increased shrieking from Anderson Cooper.  You name it, a great pileup’s upon us. From our perch overlooking … Continue reading

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The True Sport of MAGA

One of the more extraordinary things that investors have seen in living memory is unfolding at this precise moment.  This goes for business leaders, money managers, veteran Wall Streeters, value investors, 401(k) holders, momentum traders, FX guys, gold bugs, technical … Continue reading

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Trouble in Paradise

Uncompromising independence, rugged individualism, and limitless personal freedom were once essential to the American character.  According to popular American folklore, they still are.  We have some reservations. The principles that gave rise to the American character died long ago.  Freedom.  … Continue reading

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Confronting the Dragon with Peter Navarro

A young man might go to business school believing he’s obtaining some sort of academic training that will enable him to make a comfortable living.  His degree may gain him entry into a large corporation, where he can work his … Continue reading

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