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Monthly Archives: April 2025
Asset bubble bug finds another windshield
Financial commentators predictably blame the Trump administration for ‘unexpected’ market losses. Two things about that: the tariff file was not unexpected. Trump has promised to do this for a long time. Secondly, major downdraft cycles are the natural and recurring … Continue reading
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Hits keep coming
Many people are now starting to realize (again) that they lack meaningful risk management and their financial health is in danger. The segments below offer some lucid economic observations. Wall Street economists predict a US recession this year and a … Continue reading
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DOGE broadens its scope
Financial markets have many moving parts, and the new Trump administration unnerves the status quo on both sides of the aisle. Inevitably, both good and bad will result from all of this mayhem. We must be capable of cognitive dissonance … Continue reading
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