‘Would you betray the Son of Man with a kiss?’ –Jesus, to Judas Iscariot When we left you last week, word had just come that China responded to Trump’s ‘reciprocal’ tariff salvo, with reciprocity of its own. Reuters: Beijing on Friday increased its tariffs on U.S. imports to 125%, hitting back against U.S. President Donald Trump’s […]
The era of rules-based order and globalized free trade is over. –Lawrence Wong, Singapore Prime Minister When the stock market was in free fall, a subscriber wrote to ask if we were satisfied. After all, here was the sell-off we were waiting for. Alas, no. We hold gold. And we can’t complain. Gold has been […]
While the world panics about a Great Depression style trade war, we may be on the cusp of globalisation on a scale never seen before instead.
Countries are kissing my a** to negotiate trade deals.’ Donald Trump How exhilarating it must be. To have the whole world bending over and puckering up. What a feeling of power! Like Gen. Irvin McDowell setting out to teach those Rebs a lesson at Bull Run…Bonaparte chasing the Russkies out of Moscow…or the Titanic under […]
On Monday, White House advisor Kevin Hassett stoked rumors that the president will ‘pause’ the tariffs to give nations a chance to come to terms with the Trump Team. Stocks shot up…appearing, for a while, to reverse the downward trend. And again, yesterday morning, it looked like ‘the bottom was in.’ But then, The Donald […]
“In every disaster throughout American history, there always seems to be a man from Harvard in the middle of it.” —Thomas Sowell Pete Navarro is in the news. He is believed to be the ‘architect’ of Trump’s tariff policies. Fox: White House trade advisor Peter Navarro said Monday that an offer by Vietnam to eliminate […]
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