Insights and Reflections

Is Putin interested in negotiating peace with Ukraine? What are the Trump’s administration’s blind spots where Putin’s motives are concerned?

Tariff-induced volatility impacts bonds issued by various companies, governments, the federal government, state and local governments.

What strategies do options traders use? How does an options trader know what to buy or sell and at what price to do it?

Robertson concludes, “Trump must reboot and take up Congress as a full partner in all his agenda.”

There are two errors. He didn’t make them. He did read them aloud to the entire world.

Did Trump pause tariffs announced on April 4 because people were “getting a little bit yippy” or because miscalculations spelled disaster?

On April 4, Jack Farley and I discussed the Trump 2.0 tariffs in depth, and I held nothing back.

Does the Trump bear market bring the S&P 500 Index down to 4000? Does it result in a drop of S&P earnings (2025–2026) down to the $200–$220 range? 

I asked expert David Blond why Trump and Co. selected a bizarre and discredited approach to create its trade deficit formula.

A bleak view about the Trump tariff announcement is nearly universal.

There’s a big difference between secondary tariffs and reciprocal tariffs. Their purpose and intention are different, and the outcomes may be different, too. Secondary tariffs are a form of economic warfare, like direct sanctions.

Accelerating measles outbreaks and decisions surrounding them indicate where we are heading with regard to public health in the US.