Apr 23, 2025
The tariff policy is not just about tariffs. This is about economic power and control. China and the US want to dominant future technology.
China and the US are decoupling economically.
This is similar to the Cold War with the Soviet Union. That was a military conflict.
The US eventually won the Cold War by...
Apr 16, 2025
Apr 09, 2025
Reciprocal tariffs will be calculated both the monetary and non-monetary totals.
The US will tariff the other country about half of the tariff charged to the US.
Non-tariff barriers are often worse.
- Currency manipulation
- VAT...
Apr 02, 2025
It was a period of unfettered optimism. Nearly everyone thought the sky was the limit, it was a new era, valuations didn’t matter. The only thing that mattered was how
much you put into it, because it was going to continue to climb. Recently, greed was at extreme levels.
Former Fed Chairman Alan Greenspan...
Mar 26, 2025
Ironic that the advice always the same. Stay the course. Hang in the there. It will get better.
Yet, institutional investors, hedge funds, Warren Buffett have significantly reduced their exposure to stocks.
Hedge funds sold the highest percentage of stocks in early March 2025 since the 2020 COVID correction.
Warren...
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