Untying the US economy from China is not possible. The relationship is sick…but symbiotic. The US provides the fake money. China provides the cheap stuff.
A local strategy is usually one that dominates over time. And as we move to a localised world, I think these locally dominant companies are the ones that will benefit.
The show went on! And, as we predicted, The Donald claimed victory…and stocks went up. Fake money. Fake interest rates. Fake employment. Fake boom.
This is the big day. The music starts. The lights go on. And the curtain rises. Trump meets with China’s leader and decide the fate of the world economy.
The stock market continued with a modest bounce yesterday…but America’s automotive giant, General Motors, sank into the mud. The proximate cause was a tweet by President T, who threatened to … Read More
The UK has nominated New Zealand as one of their priority partners when it comes time to negotiate a new deal. In terms of trade, this is all good news.
Donald Trump is celebrating the US-Mexico-Canada Agreement. But he’s ignoring the debt bubble that’s going to pop any day now.
Donald Trump has claimed victory in negotiating a new NAFTA deal. But, frankly, it’s more hot air than substance at this point.
There is nothing the average American loves more than the idea of making cars in America. It’s seductive. But under the hood, we see a different story.
As Old Blighty leaves the nest, it’s free to renegotiate with partners like New Zealand…and the numbers aren’t insignificant.
The trade war is on…no wait, it’s off. Can China and the US please make up their minds? On Tuesday, Donald Trump said he would tax US$50 billion worth of … Read More