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The Paradox of Progress: When Innovation Meets Inadvertent Overreach, and Why I Am Defending Jerome Powell

The risk of potential erosion of the dollar's status as the world's reserve currency cannot be emphasized enough

A Brief Mid-Week Update on the Market Chaos

There will be no real winners in this sort of battle, but for sure there will be lots of losers.

We Are Now in a Giant Mess

The ramifications of this are terrifying as Trump and his team have now set in motion a clearcut path to stagflation

A Rare Market Signal Is Flashing - And It’s Not Good

This is a very rare phenomenon that was last seen during the crisis in 2008

Is the Market’s Optimism Premature?

We need to see what policies finally emerge on April 2nd, the so-called Independence Day.

The High Cost of the U.S. Kicking the Can Down the Road

My long-term view of the dollar has been quite negative for a while, but the recent political shifts have accelerated it

Chaotic Market Conditions and Worsening Prospects

The US economy has displayed ever-increasing signs of weakness and vulnerability.

A Week of Turmoil and Opportunity

It has certainly been an action-packed week.

Are We Repeating History?

There has been a remarkable shift in global dynamics, and it raises a host of questions

A Closer Look at Stocks

The recent rally has been remarkable as market participants shrugged off disconcerting, disappointing economic data

What's Next for U.S. Stocks?

The US is clearly the global economic star right now, and it seems that everyone wants to participate in the action

The Far-Reaching Effects of Trump's Tariffs

Is implementing tariffs like this really the right solution to a thorny problem?

Conflicts on the Horizon

Trump is quickly assessing the limits of his power with Congress, testing America’s allies to see how far he can push them, and even pushing geographical boundaries

Trump 2.0: Markets, Policies, and the Road Ahead

Whatever you might think about President-elect Trump and his policies, there is no doubt that his second round as President will be highly consequential