Tag Archives: North Korea

“Deals Galore” Coming This Fall

D Looks like the “Fab Four” – China, North Korea, Iran, and the Taliban — are queuing up just as we wrote about earlier this week, Deals Galore?  We also wonder if the Administration is on the verge of a … Continue reading

Posted in China, Uncategorized | Tagged , , , | Leave a comment

No Nobel In North Korea

At least, not yet. I have asked Secretary of State Mike Pompeo not to go to North Korea, at this time, because I feel we are not making sufficient progress with respect to the denuclearization of the Korean Peninsula… — … Continue reading

Posted in North Korea, Uncategorized | Tagged , | 1 Comment

Swan Lake – June 20

The Global Macro Monitor defines “macro swan” as any global macroeconomic or financial event with the capacity to spill over into world markets causing risk aversion and lower asset prices.  – GMM Another relatively quiet day on Swan Lake. Italian 2-year … Continue reading

Posted in Black Swan Watch, Uncategorized | Tagged , | 3 Comments

QOTD: North Korea Deal Or China Deal?

In Beijing’s worldview, everything’s connected. Kim Jong-un was in Beijing Tuesday talking strategy with Xi; there frankly won’t be a deal between North Korea and the U.S. without the Chinese leader’s blessing. So what does Trump want more: a “deal” … Continue reading

Posted in China, Geopolitical, Uncategorized | Tagged , , , | 3 Comments

NorKo summit: What denuclearisation means

Washington is pushing for the complete, verified and irreversible dismantlement of North Korea’s nuclear capabilities. Achieving this would require much more than the removal of weapons ► Subscribe to FT.com here: http://bit.ly/2GakujT

Posted in Geopolitical, Uncategorized | Tagged , , , | Leave a comment

Trump Plays Checkers, Xi And Kim Play 3-D Chess

  …what Kim’s move reveals is a broader strategy at work. In the lead-up to the Singapore summit, should it still take place, Trump may be preparing for the wrong game: a two-player round of checkers when Kim is steeling … Continue reading

Posted in Equities, Uncategorized | Tagged , , , , , | 9 Comments

Just to be clear….

Markets are all lathered up over a China Trade deal?  WTF? Alternatively, is the market higher because of just the cessation of hostility and talk the trade war is now  “on hold.” Whatever the case, here is the exchange with … Continue reading

Posted in Black Swan Watch, China, Uncategorized | Tagged , , | 21 Comments

“Deja Vu All Over Again” In Korea

That was then (2005), North Korea vows to abandon nuclear weapons project · Cautious welcome by Bush for road map deal · Aid and US promise not to invade seals agreement  North Korea has agreed in principle to end its nuclear weapons … Continue reading

Posted in General Interest, Uncategorized | Tagged , , , , | 34 Comments

This Is NOT The Reagan Stock Market

Facts do not matter anymore.  Opinions are now facts.  We truly live in dangerous times. Reagan And Trump Stock Market We were stunned by an article posted on the CNBC website over the weekend, The Trump stock market looks a … Continue reading

Posted in Equities, Geopolitical, Uncategorized | Tagged , , | 18 Comments

Are we heading for a third world war?- BBC News

We asked foreign policy experts around the world whether we are heading for a third world war. Producer Tobias Chapple Please subscribe HERE http://bit.ly/1rbfUog

Posted in Geopolitical, Uncategorized | Tagged , , , | Leave a comment