Tag Archives: Trade Wars

Who Pays The Tariffs?

Posted on May 14, 2019 by

I had some very interesting discussions on social media last night on who is paying for the U.S.-China Trade War.   It was kind of shocking that many didn’t even understand the basic tenets of economics yet have strong convictions held … Continue reading →

Posted in Trade War, Uncategorized | Tagged , , , | 7 Comments

The Case For Free Trade

Posted on May 11, 2019 by

The Marxists and Socialists are winning the day, folks.   Apologies for the simpleton buzzwords but they are all the rage these days. The escalation of the trade war is bad, bad, bad news and could if we are not careful, … Continue reading →

Posted in China, Economics, Trade War, Uncategorized | Tagged , , , | 1 Comment

Some Background On China Trade Talks

Posted on May 7, 2019 by

Some perspective from a prior post on President Trump’s predisposition toward free trade. We hope for a good trade deal and China caves on everything.  We also hope for the end of poverty, world peace, and everyone to self actualize … Continue reading →

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Life In The “New Farm” Belt

Posted on March 12, 2019 by

We know the farm belt is in crisis, President Donald Trump’s trade war is magnifying some of the toughest farm conditions since the crisis that bankrupted thousands of farmers in the 1980s — and threatening a constituency crucial to his … Continue reading →

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No Free Trader In The White House

Posted on September 6, 2018 by

Yesterday’s NY Times guest Op/Ed confirmed our suspicions about President Trump, Furthermore,  we don’t believe President Trump is a free trader at heart but more of a protectionist and neo-mercantilist.  There is no “Art of the Deal” – see his … Continue reading →

Posted in Japan, Trade War, Uncategorized | Tagged , | 4 Comments

China’s Raises “The Other Nuclear Option”

Posted on August 7, 2018 by

We are on our way out to go fishing for the next few weeks but couldn’t let this pass without one last post. The current headline at the Drudge Report linking to a CNBC piece citing the People’s Daily (Chinese government press) … Continue reading →

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Senate Enters Trade War

Posted on July 10, 2018 by

FINALLY, Senate will push back on the President’s abuse of Section 232 to impose tariffs. We will vote Wednesday on a “Motion to Instruct,” a first step toward reasserting Congress’s constitutional role on tariffs. — Jeff Flake (@JeffFlake) July 11, … Continue reading →

Posted in Trade War, Uncategorized | Tagged | 7 Comments

S&P500 Breaks Support To Close Below Key Level

Posted on June 27, 2018 by

Big reversal in U.S. stocks today. The S&P broke key support trading through the 50 and 100-day moving average and the .50 Fibonacci retracement level to close slightly below 2700.  Next stop is the 200-day moving average at 2689.19 and … Continue reading →

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Swan Lake – June 25

Posted on June 25, 2018 by

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 The Swans were mixed today as the real action … Continue reading →

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Swan Lake – June 19

Posted on June 19, 2018 by

Surprisingly few ripples on Swan Lake today. The Turkish lira, Argentine peso, and SA rand a bit weaker. We are stunned at the complacency in the markets given the hawkish Fed and now coupled with trade war jitters.   These are … Continue reading →

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