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President Trump’s Putin Pivot
President Trump’s Putin Pivot Investment Conclusion Trump’s Pivot on Putin is probably due to a sense of personnel betrayal. This is likely to make it more durable than if it was based on a moral policy vision. The pivot has the potential to change the battlefield in …
Trade Update
Trade Update Date: Saturday, July 12, 2025 Investment Conclusion The range and level of tariff threats made by the US this week is not something President Trump can go TACO on. Indeed the accusation that he is TACO on Tariffs probably is a factor behind the current…
The Weaponisation of Economics (Part 2: Economic Weapons of Mass Destruction)
The Weaponisation of Economics (Part 2: Economic Weapons of Mass Destruction) Investment Conclusion The weaponisation of the global economy has a life cycle of its own. Economic Weaponisation is growing in lethality and sophistication. Weaponisation is shaping t…
Events update.
Update - the week ahead. I don't expect any surrender by President Trump on April 9th. Barring that the full 25% rate of Tariffs announced on April 2 will be implemented. In comments made yesterday the President emphasised that his priority is to "address" the US current …
US Key Tariff Dates
Tariffs will continue to be a source of instability in markets. The McKinley Factor, (January 26, 2025) & The Anatomy of Exceptionalism , ( February 10, 2025) analysed the key role of tariffs in President Trump’s thinking and how this influenced how they were used. No need …
Rough Calculation of potential US Reciprocal - Remedial Tariffs
Brace Yourself! Reciprocal US Tariffs. - tariffs likely to be announced April. These are not in market prices. The report sent you on Friday 15, 2025 - The Anatomy of Exceptionalism- deals with the categories of Tariffs President Trump is likely to impose see Chap…
President Trump Inauguration Speech & the US$
President Trump inauguration speech. US$ may weaken for a while due to lack of immediate imposition of tariffs (in contrast with other policies like immigration) and statement that his administration would “ begin the overhaul” of trade with foreign countries. I don’t ex…
Vaccine Wars
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Thailand - A Baht Time
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.
Xi Versus Trump - China Wins On Points
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.