2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Abundance, YIMBY, neo-liberalism and libertarianism
July 18, 2025, 3:14 p.m.
Yet another TACO Tuesday
July 11, 2025, 3:34 p.m.
From 'liberation day' to Independence Day
July 6, 2025, 3:30 a.m.
US exceptionalism without the exceptionalism
June 28, 2025, 3:02 a.m.
From trade war to war war
June 20, 2025, 7:03 p.m.
TACO hell and the 'mob of macro intelligentsia'
June 13, 2025, 7:03 p.m.
Measuring uncertainty and its economic implications
June 7, 2025, 1:35 a.m.
TACO Tuesday, judgement day for IEEPA and Trump's new war on foreign investment
May 31, 2025, 5:46 a.m.
Moody blues
May 23, 2025, 9:40 a.m.
'Peak' tariffs, Trump puts and bond vigilantism
May 16, 2025, 8:51 a.m.
The Trump effect on Australia's federal election
May 9, 2025, 8:26 a.m.
The first 100 days
May 2, 2025, 8:50 a.m.
'Where's Kevin?'
April 24, 2025, 10:10 a.m.
Trump is not seeking to make the world safe for free trade
April 17, 2025, 9:23 a.m.
Orange Monday's Trump and dump yippy panicans and the springing of the Kindleberger trap
April 11, 2025, 9:57 a.m.
The Trump tariff "shock" that wasn't
April 4, 2025, 9:44 a.m.
American juche
March 28, 2025, 10:43 a.m.
The second Trump administration and late-stage Maoism
March 21, 2025, 11:27 a.m.
Putting paid to the Trump put
March 14, 2025, 7:14 a.m.
Trump's economic embargo of the United States
March 7, 2025, 8:35 a.m.
Face down in the Trump trade
Feb. 28, 2025, 7:55 a.m.
Is gold a Trump trade?
Feb. 21, 2025, 8:28 a.m.
US Treasuries and the Trump administration
Feb. 14, 2025, 8:35 a.m.
I didn’t expect leopards to eat MY portfolio
Feb. 7, 2025, 9:49 a.m.
The GOP is as big a threat to global free trade as the CCP
Feb. 1, 2025, 7:15 a.m.