Search

Government Shutdown

Government Shutdown?

If a shutdown results from this political impasse, who benefits? Who suffers? Let’s talk.

The Hyundai Affair – Part 2

The Hyundai Affair – Part 2

We follow up last Sunday’s missive with more evidence that Trump’s inept subordinates and policy moves are undermining his agenda.

The Fed and Bill Pulte

The Fed and Bill Pulte

Chris Whalen’s revelation that Bill Pulte canceled his scheduled speech to mortgage bankers in Washington triggers this quick note.

The Hyundai Affair

The Hyundai Affair

We size up the “blast radius” of the Georgia ICE raid shock to Korean investment in US manufacturing, with more than twenty projects paused.

Skip to content