I’ve said it over and over again: The Trump administration has no grand plan for
Category: politics
Bad Sequel
“Trump 2.0” has everything you want in a superfluous sequel: Same main character but with
Trump Threatens To Collapse Canada’s Economy, Calls Border ‘Artificial Line’
First thing Tuesday morning, I mentioned, in passing, that three US states which import power
Scott Told Me So (Golden Age Loading)
We gotta get this sucker rebalanced! That’s the rallying cry on Wall Street, where “Because
There’s No Plan. Really There Isn’t.
If there were remaining questions as to whether Donald Trump and Howard Lutnick have a
In Germany: History
Germany’s going to spend some money. Not because they want to, necessarily, but because they
Trump’s Probably Serious About Annexing Canada
I wonder sometimes what 45/47’s followers imagine goes on every morning in blue households across
You Can’t Fix Stupid
Tariffs. They’re news. Global risk sentiment took a hit Tuesday as Donald Trump followed through
Great Television
A lot of folks seem to think Donald Trump knows what he’s doing when it
Are War Bonds The ECB’s Next ‘Whatever It Takes’ Challenge?
The ECB, which meets this week, has an unenviable job: Monetary policy in the euro-zone’s
This Isn’t A Drill Anymore
Late last year, I wrote about “anticipatory obedience” in the context of America’s tech moguls
Art Of The Steal
Congratulations to Donald Trump. He successfully extorted a desperate, war-torn Ukraine for a huge share
It’s The Job Losses, Not The Spending Cuts
Benchmark US yields were 4.80% or so on January 13. On Tuesday, following another lackluster
Chip Wars Rage
The US is hell-bent on stymieing China’s semiconductor ambitions and thereby impeding one of Xi
Visible Hands
Donald Trump can’t help himself. He has to escalate. I’d call it a compulsion, but
Alice In Deutschland
Hotly-anticipated German election results offered few surprises if the ballot offered any at all. As
Don’t Call It A Ceasefire
I shouldn’t have to say this, but the Kremlin can’t be trusted to honor any
Duck, Duck, Goose Step
This was “the week that shook Europe,” according to Guardian chief Katharine Viner, who on Saturday
Head Games And A Compromised US President
I’d be remiss — which in this case means wholly derelict in my capacity as
DOGE: Shut It Down Before It’s Too Damn Late
To survey the macro-market news landscape mid-week is just to collect and arrange stories about
It’s Not ‘Tough Love’ If He Hates You
Donald Trump’s decision to cut Brussels and Kyiv out of tentative Ukraine settlement talks unfolding
‘About Us, Without Us’
Donald Trump has a… let’s call it “complicated” relationship with Volodymyr Zelensky’s Ukraine. Trump’s a
America’s Betrayal Of Ukraine Is An Existential Gamble
Call me an alarmist if you must, but I’m not sure Donald Trump and his
Sorry, Ukraine. We’re Cowards Over Here Now
The saving grace for humanity may be that he’s old. I’m not talking about Donald
President Orban
I’ll concede to being grimly amused by Donald Trump again, and that’s probably a mistake.
Neville Chamberlain
With very few exceptions — mobsters, warlords, Xi Jinping, Kim Jong-Un, Bashar al-Assad, Ramzan Kadyrov
‘Super Obvious’
The idea of cutting five (or whatever number) regulations for every new one adopted sounds
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