Category: Uncategorized

The ANGLOSPHERE

It is easy, and more than a little fun, to make light of longstanding British earnestness regarding the USUK special relationship. As such, it is unsurprising that the late Christopher Hitchens made such sport of it. He pointed out: “British…

US STIMULUS & ELECTION UPDATE

US Stimulus Update Firstly, bear in mind, Presidential EOs are the back stop, especially for  UI and PPP.  However, as our very own Harald Malmgren states, Pelosi’s rejection of the $1.8 trillion offer is more about the details of its content, and…

Political Economic Games Over Stimulus Emerge

With a deal near complete, at the 11th hour, Trump decided to pull the rug out of negotiations to recapture the political narrative. On the face of it, it seemed a rush to judgement and erratic move by Trump. However,…

Covid Stimulus Watch

-Deal has been agreed to between Pelosi and Mnuchin.  -House will likely be recalled this week for a vote.  -McConnell pro forma move was a routine procedure to keep the Senate open and ability to recall members for a vote…

RBG, RFS and Other Political Economic Indicators Emerging

Mid-September Election Update Key signals: Stimulus BillTrump SCOTUS PicksRFS Waivers have come to fruitionContinued ProtestsFarm, Airline and Auto packagesTargeted Market Stress Regardless of your personal politics, the passing of Ruth Bader Ginsburg is a loss to the nation. She was…

Labor Day Weekend 2020 Election Update

Signals: Flu symptoms as Covid in late September Riots increasing(NC, MI & PA) Stimulus Package Debates Lockdown vote suppression(colleges, riots) Outlook Trump continues his Reopen America strategy, focusing on job recreation and falling COVID numbers. I anticipated a move to…

The world to come: Revenge of the nation state and how internationalized debt politics is here to stay

The Covid-19 crisis has dealt a decisive blow to the political forces that sought to advance economic cosmopolitanism over the nation state. In the new politics, consumption will be subordinated to production – even if the present economic slump across…

Stabilization, Inflation, and the Coming Rotation

Never in the history of the internet has the word ‘unprecedented’ been Googled more than in 2020. It makes sense as 2020 is truly a ‘unique’ year as the global economy has suffered dramatically due to COVID-19 related shutdown measures.…

US Election Map Outlook

With only 3 weeks until early voting begins in swing states, polls are beginning to tighten from the unrealistic double digit Biden lead to more normal voter trends. Biden’s poll average lead in battleground states have been cut in half…

US Election Outlook: Next 60 Days

Stimulus Package COVID/FLU Uptick 5 States of Consequence GOP View: The market, Beltway and media are all focused on the impending Stimulus package being “negotiated” between the White House, McConnell and Pelosi. Pelosi and the Dem Senate had overplayed their…