This is Part II; Part I was published here Friday Soon after the Supreme Court dropped its IEEPA decision...
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SCOTUS: Article I, Section 8, of the Constitution specifies that “The Congress shall have Power To lay and collect...
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I am always searching for interesting and informative charts, especially ones I can include in my quarterly call, that...
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* Hopefully… This is likely the week the Supreme Court issues a ruling on the IEEPA tariffs in place since April 2025...
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It’s that time of year again when families gather to feast on bountiful harvests and to give thanks for all of our blessings. This...
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‘Where the hell is the market risk?’ – Scott Bessent, United States Secretary of the Treasury Whenever I...
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It has been 15 years since I first addressed why the “Wealth Effect” is a simple correlation error: “The basic...
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The transcript from this week’s, MiB: Jurrien Timmer, Director of Global Macro at Fidelity Investments, is below. You can...
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You may not want to buy a new electric car, but when it comes to buying a used automobile… America’s isolation is...
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