Trump’s Policies Collectively Fuel Inflation Despite Temporary Shocks
Yes, the impact on inflation from tariffs is transitory. Yes, the impact on inflation from the oil shock will most likely be transitory. But the backdrop is every single one of Trump's major policies is inflationary: Larger fiscal deficits are inflationary Reducing labor force growth is inflationary War is inflationary
Iran's Hormuz Control Gives It Strategic Leverage
As long as Iran still controls the strait of Hormuz, we’re gonna have issues. That’s really the bottom line here. By realizing it can control the strait (at least so far) Iran has gained strategic leverage relative to the outset...
Falling Prices and Yields Hint at Possible Middle East Conflict
Lower prices, lower yields, lower oil. Either that, or a new war in the Middle East. https://t.co/mnkr6zwlk9
Avoid Impulsive, Overconfident, Glory‑Seeking Decision Makers
Impulsive, overconfident, not thinking things through, being vulnerable to manipulation, and an overarching thirst for personal glory are terrible attributes in a decision maker.
Oil Futures Hit -$42; Meme Traders Could Amplify Chaos
Reminder, oil futures once traded at negative $42 a barrel. And if the meme stock traders get a hold of this thing who knows where it can go?