‘Maybe Trump Is A Genius After All’
The eternal question: Is he crazy like a fox?
The eternal question: Is he crazy like a fox?
Where’s the bottom for yields?
Whenever these “smart†gurus are all leaning one way, it seldom pays to join them in their trade.
It’s the damndest thing.Â
“…what’s unprecedented is this Secretary refusing to comply with our lawful, Article I request”.
But for how long?
“I lift my lamp beside the golden door!” — no more.
The optics here are a disaster.
“The plunge in EM asset values and localized crises (Turkey, Argentina) are not unconnected.”
If you were wondering whether the leveraged loan bubble had stopped bursting, the answer is…
“I have had a few motorcycle accidents”…
“…the tension between the two sides is rapidly escalating.”
Will the cartel tempt fate?
It’s autopsy time.
When it comes to “strategic competition” between the world’s two largest economies, Xi Jinping’s doing
Prediction market odds took another turn in favor of Donald Trump in the wake of
Over the past few weeks, several readers have written to inquire as to my overall
The Chinese economy’s still on shaky footing. At this point — which is to say
A growing chorus is concerned about the read-through of a prospective GOP election sweep for
Generally speaking, Americans don’t understand the extent to which democracy’s imperiled. When people hear “democracy
Naturally, the GOP would have you believe that if Joe Biden’s reelected, or if Democrats
It’s not going well in China. Still. It’s still not going well in China. Beijing
Guess what? China still has a domestic demand problem. And the deflation demon’s not banished.
The latest trade data out of China didn’t do much to dispense with the idea
China’s upset with the West. Or the West is upset with China. Both. It’s both.
The Chinese economy’s in a pretty tough spot. Maybe you noticed. Sweeping measures unveiled Friday
Chinese macro releases are a bit of a rabbit hole. Beijing leaves a lot to
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