HOW WE GOT HERE / JOHN MAULDIN´S WEEKLY NEWSLETTER

How We Got Here By John Mauldin We are in the middle of the Strategic Investment Conference, a fabulous gathering of some of the best ec...

DONALD TRUMP IS RIGHT TO DITCH JOE BIDEN´S CHIP-EXPORT RULES / THE ECONOMIST

Illusion of control  Donald Trump is right to ditch Joe Biden’s chip-export rules Time to get realistic For years now America has grappled w...

TRUMP´S TARIFFS ARE NOT ABOUT DOLLS / PROJECT SYNDICATE

Trump’s Tariffs Are Not About Dolls US President Donald Trump and his ultra-wealthy advisers are both trivializing and misrepresenting the r...

CHINA´S DIPLOMATIC CHARM OFFENSIVE / THE FINANCIAL TIMES BIG READ

China’s diplomatic charm offensive Leaders are touring the world both to push back against US influence and also to shore up its export mark...

ONLY THE U.S. CONGRESS CAN END THE ECONOMIC UNCERTAINTY / PROJECT SYNDICATE

Only the US Congress Can End the Economic Uncertainty It is delusional to think that the Trump administration will devise a viable, let alon...

CLOSE TO A MELT-DOWN / CREDIT BUBBLE BULLETIN

Close to a Melt-Down Doug Nolan Give Credit where Credit is due. Cooler heads prevailed.  It was in both the U.S. and China’s interests to e...