Tariffs: Rules of Thump . This is a follow up to my e-mail to to you on Trump's Tariffs last Friday (1/31) & the 2 reports Astern (1/08) & The McKInley Factor (1/26). Cantext; The Mexico, Canada, China tariffs ("Tariffs 1/31") declared by President Trump so far ... Read More

Trump Delivers. President Trump has announced the imposition of 25% tariffs on imports from Mexico and Canada and 10% on imports from China. The tariffs will be effective immediately (Sat, Feb 1). At time of writing It is not clear whether there are exemptions (e.g. fo... Read More

DeepSeek disrupts Tech creating as many winners (AI users) as losers (the overhyped US Magnificent 7 and Chatbot purveyors). It puts Chinese selected tech companies back on the radar for international investors. But most of all it hefts China’s strategic position in the Greyzone... Read More

Peter Lewis Money Talk - a great discussion of US policy, the break down of alliances and investment implications; Federal Reseve independence and the USD; and whether measures to shut China out of tech will result in China passing the US out. Read More

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... Read More

Discussion with Mark Nicholson, Barry Wood and Peter Lewis about: 1. are Tariffs the only answer to China surpluses and everyone else's deficits. 2.What are China's booming exports telling us about future export demand. 3. Is shins really refocusing stimulus on creating consum... Read More

RTHK - The Close. A look forward at the coming year. What are the key factors that could drive markets up or down. Read More

RTRHK The Close. The Legacy of Jimmy Carter. China's data - industrial profits and a look into the things to watch in 2025. Putin's game plan under the Baltic Sea. The surprises for 2025: reversal of Fed policy; The war to end all wars between Iran and Israel; Put... Read More

A short history of 2025 - starting with how the reign of Trump could go wrong or right and then applying the same doomster methodology to reading the cards for Xi and Putin.......finishing with a modest forecast for the little old UK. Read More

CNBC Market Alert;: US Tariffs:: Why Exceptionalism will Fail. Read More