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Recent Posts
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Tag Archives: News
Presidential Budget Deficits
We are reposting the Appendix added and updated to yesterday’s post, America’s Fiscal Mirage: Tariff Sugar Rush, Structural Hangover. We thought it important as President Trump has formally requested a historic $1.5 trillion national defense budget for Fiscal Year 2027. This … Continue reading
America’s Fiscal Mirage: Tariff Sugar Rush, Structural Hangover
The headlines look almost encouraging. The U.S. federal deficit for the first seven months of fiscal year 2026 came in at $955 billion — $94 billion better than the same period a year earlier. Revenues rose 7%, outlays only 3%. … Continue reading
Global Risk Monitor: Week In Review – April 17
Markets are currently behaving with the volatile, erratic energy of a teenager on a sugar high, oscillating between “the war is over” euphoria and the sobering realization that geopolitical stability is currently being drafted on a napkin in a war … Continue reading
The $50 Disconnect: Why Physical Oil is Screaming While Futures Whisper
The global oil market is currently flashing a “code red” for portfolio managers and energy traders. While headline futures remain relatively anchored, the physical market is screaming of a systemic shortage. As reported by the Financial Times, a desperate scramble … Continue reading
Masters Week: Jack and German POWs (BFTP)
BFTP: Blast From The Past Originally Posted on April 8, 2013 Answer to yesterday’s Masters quiz question: Anthony Kim posted 11 birdies in the second round of the 2009 Masters. German WWII POWs Here’s some more 19th hole fodder to … Continue reading
Posted in Masters
Tagged Anthony Kim, art, books, Food, German POWs, Jack Nicklaus, Masters, News, Sports
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Global Risk Monitor: Week in Review – March 20
The dominant market story this past week was not simply that risk assets sold off, it was that geopolitics forcibly rewired the macro regime. The escalation surrounding Iran and the Strait of Hormuz has shifted markets from a “disinflation + … Continue reading
Global Risk Monitor: Week in Review – Jan 23
This week’s global financial landscape was characterized by intense volatility and a continued and significant rotation across asset classes. A prominent trend is the marked shift toward small-cap stocks, as investors move away from the high-valuation mega-cap technology sector that … Continue reading
The Best MLK Weekend Of All-Time
In celebration of MLK Weekend, we are reposting a repost of a repost of post in honor of Dr. King, one of our most outstanding Americans, a true patriot, and a modern-day saint. Hard to believe it’s been thirty years. … Continue reading
Posted in Politics, Uncategorized
Tagged civil-rights, Ebenezer Baptist Church, History, King Center, life, Martin Luther King, MLK, mlk-day, News, Politics
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Masters Week: Jack and German POWs (BFTP)
BFTP: Blast From The Past Originally Posted on April 8, 2013 Answer to yesterday’s Masters quiz question: Anthony Kim posted 11 birdies in the second round of the 2009 Masters. German WWII POWs Here’s some more 19th hole fodder to … Continue reading
Posted in Masters
Tagged Anthony Kim, art, books, Food, German POWs, Jack Nicklaus, Masters, News, Sports
Leave a comment
Germany Swings Right
Today’s German federal election has delivered a decisive yet complex verdict, with Friedrich Merz’s center-right Christian Democratic Union/Christian Social Union (CDU/CSU) securing a plurality of the vote at around 29%, as exit polls suggest. Meanwhile, the far-right Alternative for Germany … Continue reading
Global Macro Monitor 