To survey the macro-market news landscape mid-week is just to collect and arrange stories about
Category: politics
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
Donald Trump Is World’s Only Hope To Stop Elon Musk
If you asked me last week what’s more dangerous than Elon Musk exercising what, on
Meanwhile, Last Night
“Just an old fashioned.” “Sure. Do you care what bourbon?” He look quizzically at the
Are Trump And Musk Trying To Engineer A ‘Government Recession’?
Donald Trump and Elon Musk (only one of whom was elected, by the way) may
Holy Grail
Tuesday dawned the same way every other day’s dawned since January 20 and the same
Muzzle Velocity
On February 2, Ezra Klein released an audio essay called “Don’t Believe Him.” It begins
Art Of The Asinine
Art of the deal! Or art of the bluff. Or art of the farce. Or
Trade War 2.0
“Trade War 2.0” will dominate headlines in the week ahead, and not just on financial
The Great Resignation, Trump-Style
Do you work for the federal government? From home? And are you less-than-excited about the
Donald Trump Has Some Demands
Donald Trump wants lower interest rates, he wants them now and he’s not taking “no”
My Way Or The Hard Way
In 2016, when he was still inclined to interviews with traditional media outlets, Donald Trump
Madman Theory: Redux
A couple of days ago (and on any number of other occasions), I suggested equities
A Mandate For Cruelty
Donald Trump came into office with a mandate to be cruel towards immigrants, and he
A Bridge To Nowhere
“The people of Gaza can finally recover and rebuild.” So said Joe Biden on Wednesday,
National Emergy
Regrettably, we’re all (every one of us) condemned to spend the next four years chasing
As Trudeau Steps Aside, Trump Floats US-Canada Merger
The West’s rolling crisis of governance claimed another victim early this week, when Justin Trudeau
By The Grace Of God
I gotta say: I’m a little disappointed in House Republicans. Mike Johnson’s still House Speaker,
South Korea Reels
I keep saying this, but it bears repeating: If you’re going to institute military rule,

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