Serious investment thinking that doesn’t take itself too seriously.
President Trump's Schedule (EST):11:00 AM: Meets with Treasury Secretary Mnuchin;11:45 AM: Daily intelligence briefing;12:30 PM: Lunch with Secretary of State...
"Trump Plans to End Key Trade Preferences for India and Turkey." This morning's Bloomberg article leads with: President Donald Trump has announced he plans to end key trade...
"U.S., China Close In on Trade Deal." Sunday afternoon's Wall Street Journal article led with: China and the U.S. are in the final stage of completing a trade deal, with...
Fed Chair Powell will testify at 10 AM EST before the House Financial Service Committee. Watch the hearing live here. I will forward a transcript as soon as it becomes...
Fed Chair Powell will testify at 10 AM EST before the Senate Banking Committee. His testimony will be posted here at 9:45 AM. Watch the hearing live here. I will...
President Trump's schedule (EST): 11:30 AM: Daily intelligence briefing; 12:15 PM: Lunch with Acting Interior Secretary Bernhardt; and 6:15 PM: Reception...