Not that reminders were needed, but just in case: It’s a dangerous world out there.
Category: politics
The Stories We Tell
Everybody has a story. In general, but especially when it comes to explaining their own
Sharing Is Caring
Momentum gathered Thursday for an agreement to waive patent protections for COVID-19 vaccines. Europe appeared
‘We Are Dying’: Calls For Modi Resignation As India Faces ‘Staggering’ Epidemic
More than a million people could be dead from COVID in India by the end
‘Jay And I Could Never Be Made’
Since the day she was tipped as Joe Biden’s Treasury Secretary, I’ve joked (or not)
Quick! Somebody Save This Place
“By the way, these presidents didn’t lead the changes as much as they were chosen
So Much For ‘Herd Immunity’
COVID-19 isn’t going away. Increasingly, that’s the consensus among experts, many of whom believe that
‘Delhi Needs Oxygen’
The growth narrative is starting to crack for India. Over the weekend, the country became
Ray Dalio And The Biden = Roosevelt Analogue
Admittedly, I have a difficult time editorializing around Ray Dalio’s missives these days. Ray seemingly
Politics As A Suicide Cult
Everything has always been about revenge. That is his curse, but, at this political moment,
Pay The Piper
Some of the inflation banter emanating from prominent market participants can properly be written off
Pipe Dream
Listening to Joe Biden deliver a common sense assessment of what’s needed to help the
Ultra-Rich To Prosperous Americans: We’ll Speak For You
One of the (many) advantages to living amongst people who fall into what I described
Cruel Biden Tax Plan Causes ‘High Anxiety’ For 0.3% Of Filers
The prospect of higher taxes is likely to permeate discussions around US equities in the
‘To Go Out Is To Get Infected’: In India, A Nightmare
Late last week, I mentioned the pernicious tendency of market participants to give the cold
The Huarong Message
Chinese equities kicked off the new week with what may as well have been the
Vitamin Therapy
Although I imagine he’s not watching much television these days, let alone America’s Sunday talkshows,
Peak Manchin And The Return Of The Micro
It’s been all about the macro for quite some time now. Those who enjoy the
Flashpoints
Global equities touched record highs Friday and looked poised to notch the best streak of
Finally Going Nuclear
At long last, US officials decided to “go there,” where “there” means hitting Russian sovereign
Below The Fold
“Coinbase Opens at $381 in Volatile Market Debut. Should You Buy the Stock?,” Bloomberg wondered
Biden Faces The Grim Reality Of A Disengaged Nation
For (at least) the second time in a week, Joe Biden pitched his infrastructure plan
‘Something Went Terribly Wrong’: How To Think About Corporate Virtue Signaling
As I was briskly running through Jamie Dimon’s latest annual letter, it occurred to me
Jamie Dimon Delivers 67-Page Prescriptive Manifesto For America
“While I have a deep and abiding faith in the United States of America and
The Day Janet Yellen Buried Trump’s Foreign Policy
Revenge is a dish best served cold, as Treasury Secretary. More than three years after
The GOP Versus Corporate America?
You know, it’s funny. For one half of America’s political duopoly, principles aren’t just malleable
$2.25 Trillion And ‘The Need To Really Deliver’
Joe Biden wants to tax corporations at a higher rate in order to help offset
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