Tag Archives: President Trump

The Health Care Bill And The Fallacy Of 18% Of GDP

The American political system may just be about to wake up and inching torward bipartisanship. The failure of the Republicans to “repeal and replace” Obamacare after seven years of pounding the table is a “big fail.” After controlling both houses … Continue reading

Posted in Economics, Uncategorized | Tagged , , , | 1 Comment

Mexican Peso Recovers All Of Its Trump Losses, Then Some

The Mexican peso,  after falling 18 percent against the dollar from the U.S. presidential election day to the day before the inauguration on January 19,  it has rallied almost 20 percent from its low, and is now up 15 percent … Continue reading

Posted in Currency, Monetary Policy, Uncategorized | Tagged , , | 3 Comments

QOTD: On Diplomacy

Unlike President Trump’s self-vaunted real-estate negotiations, in diplomacy all parties are accountable, first and foremost, to their domestic audiences. And domestically, the perception of what is a good outcome may be  entirely different from the diplomats’ actual desired outcome. In … Continue reading

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Reagan v Trump Macro Initial Conditions

We hear lots of talk these days about,  Why Donald Trump’s Market Rally Echoes Ronald Reagan’s.    We are big fans of Chaos Theory, Chaos theory is a branch of mathematics focused on the behavior of dynamical systems that are … Continue reading

Posted in Equities, President Trump, Uncategorized | Tagged , , | 9 Comments

Mr. “King Dollar” Takes The CEA

Congrats to Larry Kudlow,  a good guy (though a supply side ideologue),  as reports pour in that President-elect Trump will appoint him to head up the Council of Economic Advisors (CEA). He has always advocated a strong dollar, or “King … Continue reading

Posted in Economics, Economist, Fiscal Policy, Monetary Policy, Policy, Uncategorized | Tagged , , | Leave a comment