Category Archives: Uncategorized

Conservative Justices are more small-C conservative than MAGA conservative.  Handing over the power to declare across the board tax hikes under a paper-thin “emergency” declaration is a pretty obvious slippery slope.  Not just legal scholars. I’d guess the “friend of … Continue reading →

Read this simply as a political strategy blueprint for “how to win.”  Avoid getting wrapped up in whether you agree or not.  It is a worryingly solid strategy.  What happens if a left-wing populist version of Trump figures this out?  … Continue reading →

The passage below – written during WW2 – struck a chord in understanding some peoples’ driving motive in the present moment;  Fear. “They [the Germans] are afraid,” I replied, “they are afraid of everything and everybody; they kill and destroy … Continue reading →

TLDR:  A simplified guess as to why/how Trump latched onto tariffs this go-around.  He wanted to swing a big stick and he found one… No 3D chess here.  That ‘a convenient hoo to hang a hubris/nemesis narrative on.  If his … Continue reading →

Back to blogging.  Helps me organize my thoughts.  Your replies and comments always welcome. 97% of strollers and 87% of car seats are made in China.  Not optional purchases.  Prices are already up 30% reportedly.  What if they go fully … Continue reading →

I wrote most of this before Biden dropped out.  Revised lightly.  Biden’s decision clears the table, shuffles the cards, and deals out new hands.  But it really doesn’t change the race.  It was and still is about Trump and turnout. … Continue reading →

Biden may run a more scrappy campaign than people expect.  Reflecting on the State of the Union and also this Biden ad (note the portrayals of Trump and make sure you watch beyond  “I approved this message”). Biden is (as … Continue reading →

Adam Tooze piece here inspired me to do a little blogging.  See chart below.  All that Chinese industrial lending = goods deflation.  China is (still) trying to export its way to prosperity. This will be a persistent deflationary force until … Continue reading →

None of the below is a prediction.  It is simply a speculation.  I’m not foolish enough to “predict” the EU would do the right and courageous thing.  But they could always surprise us… There hasn’t been much to say about … Continue reading →

In all the commentary around what the Fed will or won’t do, no-one wants to mention that elephant over there in the corner. Does Fed Chair Powell want another 4 years of Donald Trump?  Or is he on Team “we’ll … Continue reading →