Tag Archives: china

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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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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As the Controlled Inflation Scheme Rolls On

American consumers are not only feeling good.  They’re feeling great.  They’re borrowing money – and spending it – like tomorrow will never come. On Monday the Federal Reserve released its latest report of consumer credit outstanding.  According to the Fed’s … Continue reading

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Trump’s Plan to Close the Trade Deficit with China

Jack Ma is an amiable fellow.  Back in 1994, while visiting the United States he decided to give that newfangled internet thing a whirl.  At a moment of peak inspiration, he executed his first search engine request by typing in … Continue reading

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