Trump Is Right: Powell’s Wrong on Inflation
President Trump clearly has a bit of a “love-hate” relationship with Federal Reserve chairman Jerome Powell. After personally appointing Powell ...
Moneyball Economics
Closing Time? Consumer Spending Points to Recession
May is shaping up to be an outstanding month for the stock market … but what about the economy at ...
Payroll Friday … Just Vindicated Trump?
Private investors, hedge funds, and Wall Street pundits all seem to be preparing for a catastrophic downturn… But today’s payroll ...
Will THIS Data Force the Fed to Cut Rates?
The US Federal Reserve has a dual mandate — not just to stabilize prices by taming inflation, but also to ...
“The Venezuela Option:” Phase 2 of Trump’s Economic War
For more than a month now, President Trump’s ever-evolving tariff policy has been taking a toll on markets and confounding ...
Why Labor is Still My #1 Profit Lever in 2025
Greetings from Japan! I’m currently visiting the Land of the Rising Sun to catch up with old friends and acquaintances ...
From the Vault: Big Picture Profits in 2025
Donald Trump’s second presidential term has already delivered a whirlwind of transformation & volatility to global markets — and he’s ...
Tariff Turmoil & “Voodoo Economics”
Donald Trump’s reciprocal tariffs are officially live as of today — and markets are still struggling to find their way ...
Trumpcession 2025: Here’s What to Expect
Donald Trump’s announcement of sweeping reciprocal tariffs shocked the market and set the US economy on track toward an inevitable ...
Listening In On Trump’s “Behind Closed Doors” Deals…
Donald Trump’s radical policies have upended expectations, divided opinions, and created a massive amount of uncertainty across all markets. With ...
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