Nationalism

We Need Hope

"When faced with bad news week after week, it’s easy to despair of humanity’s future. But we can’t let the evils of politics convince us that change for the better is impossible. We have to hope."

Is A Trump-Putin Detente Dead?

The epidemic of Russophobia makes it almost impossible to pursue normal relations. Indeed, in reaction to the constant attacks on them as poodles of Putin, the White House seems to be toughening up toward Russia...

Bannon Breaks With Pence, Delivers Warning To Europe

In the week before VP Mike Pence visited Brussels and pledged America's "steadfast and enduring" commitment to the European Union, Trump's chief strategist Steve Bannon met with the German ambassador and delivered a different message. Bannon, according to Reuters' sources, signalled to Germany's ambassador to Washington "that he viewed the EU as a flawed construct and favoured conducting relations with Europe on a bilateral basis."

The Four Key Themes From Q4 Conference Calls

Since President Trump’s surprise victory over Hillary Clinton in November, investors and management teams have been acutely focused on the new administration’s policy proposals. As expected, all 4 key themes discussed on Q4 conference calls are closely linked to Trump's policies and include tax reform, regulation, fiscal spending and trade policy.

The Coming Bear Market

The bears are dead. Long live the bears. And that, in a nutshell, describes every bubble and emerging bear market there ever was...

A New Jacksonian Era? Part 1

There is no doubt Jackson and Trump have similarities in their confrontational natures, blunt talk and fiery tempers. It is fascinating how the intellectual elites of Jackson’s time had the same level of contempt for the common man as the arrogant ruling elite have for the “deplorables” inhabiting the towns and hamlets of flyover America today.

With The S&P At Record Highs, Investors Pull Cash From US Stocks In 4 Of The Past 5 Weeks

"it's risk-on in Bonds, it's inflation-on in Stocks, and EM is now playing role of cyclical catch-up trade" says BofA. In short, in the last week the Trump Trade has emerged from the dormancy in which it had faded for the past month. But when one looks at where the money is flowing, it's everywhere but where one would expect, as US stocks have seen outflows 4 of the past 5 weeks.

India Is Not The Next China

"Intellectuals should engage in some self-reflection on why they have been consistently wrong about India... There is no point in holding out much hope for India. Rather, it is ever easier to conclude that it is on the way to becoming the next banana republic, similar to neighboring countries such as Pakistan, Bangladesh, Sri Lanka, Myanmar or Nepal."

Will Donald Trump Reverse The War On Cash?

"The War on Cash is a mortal threat to individual and economic liberty. I think its advocates are clearly sociopaths and enemies of the common man. Unfortunately, I don’t see the war slowing down. I see it heating up."

The First Firestorm

But by whatever slurs they are called, Middle Americans seem prepared to fight. And history shows that such people do not calmly accept the loss of what is most precious to them - the country they grew up in, the country they love. They have turned to Trump to lead them. Ten days in, and already it is “Game On!”