Monthly Archives: January 2025

Trump astride most over-valued stock market

President Trump comes back to office amid one of the most over-valued stock markets of all time, even more inflated than at President Hoover’s inauguration months before the Black Tuesday crash of 1929. See WSJ: Make America Cheap Again. The … Continue reading

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DoubleLine Round Table 2025

More moving parts than usual in 2025…For a few new ones, see Everything to Know about Trump’s Use of Executive Orders. The discussion below further elucidates. During the macroeconomic segment of Round Table Prime’s 2025 edition, participants, among other issues, … Continue reading

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Balance sheet recessions take years to repair

The winds of change are blowing around the globe. 74 countries representing half of the world’s population held national elections last year. Many of them — including the US — saw a replacement of the ruling incumbent by the opposition, … Continue reading

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