Serious investment thinking that doesn’t take itself too seriously.
Thoughts for the month ahead: Yipes! President Trump shocked the markets on May 10th by doubling down on tariffs against all Chinese imports. Last Friday, he again...
Thought for the month ahead: While many Americans focus on who the Democrats might nominate for president next year, President Trump and China's President Xi hope to...
President Trump's schedule (EDT): 11:30 AM: Attends the White House Opportunity and Revitalization Council meeting; 12:15 PM: Daily intelligence briefing; and ...
President Trump's schedule (EDT): 1:45 PM: Meets with NATO Secretary General Jens Stoltenberg; and 7:00 PM: Attends the National Republican...
"China Announces Trade Concessions as Liu He Heads to U.S." This morning's Bloomberg article leads with: The Chinese government said it will extend a suspension of...
President Trump's schedule (EDT): 1:00 PM: Visits Lake Okeechobee and Herbert Hoover Dike, Canal Point, FL. 2:35 PM: Arrives back at Mar-a-Lago. "Kudlow Says...