Russian Diesel: Real or Flimflam?
Questions about Trump’s Putin Diesel Deal.
Midterms in Florida’s 16th: Gruters vs. Kirschner, Prediction Markets and a Dramatic Surprise
We will look at the midterms through a local lens. Specifically, Sydney Gruters versus Kelly Kirschner in the newly configured 16th Congressional District in Florida.
Hamas and Hate
In America, we remember 9/11; our parents remember Pearl Harbor. In Israel, October 7 is the date; parents there remember the Yom Kippur War 50 years earlier.
October Surprise and the Midterms
American politics has a history of October surprises right before elections. October surprises happen in presidential election years — and they can happen in midterms. What choices are on the table?
Midterms: A Series, Part 2
We discussed the midterms and Maine’s 2nd Congressional District on Sept 22. This is the second commentary on midterms as part of a series.
The Scott Bessent Trade: Second Edition
We examine a possible trade. Consult your adviser about details and decisions. This missive is an opinion and is not investment advice.
Haitian Workers and Florida (Ground Zero)
The revocation of Temporary Protected Status for Haitian immigrants is hitting Florida the hardest. Will the midterms reveal a voter rejection of this policy?
Oil!
Oil prices may be spiking now, but the futures market is pricing a decline.
Zika, The Midterms, Maine.
One might think there is no connection between these subjects. And maybe they’re right. But maybe they’re wrong. We explore the latest measles epidemic breakout and how they relate.
Caracas, Havana, & Grand Lake Stream, Maine
We lead with Jim Bianco’s remarks on how war is changing, drawing on discussion at Leen’s Lodge in August, followed by thoughts about Cuba, which was discussed under the Chatham House Rule.