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JP Morgan Gets Ukraine Wrong
A recent report from JP Morgan gave Ukraine only a 15% chance of a “best case” scenario. The four on offer used the South Korea, Israel, Georgia and…
Jun 9
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Christian Thwaites
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JP Morgan Gets Ukraine Wrong
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We don’t need no ejucassion.
America runs a very large trade surplus for services. It was $235 billion in 2022 and nearly $300 billion in 2024.
Jun 5
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Christian Thwaites
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We don’t need no ejucassion.
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“Has all this stuff passed through customs? No, this is a Bonded Area”
Import prices in April rose 0.1% for the last 12 months. You may expect those to head up given the utter fiasco of recent tariff negotiations. But they…
May 22
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Christian Thwaites
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“Has all this stuff passed through customs? No, this is a Bonded Area”
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Skin that Smoke Wagon…see what happens.
On Tuesday, the House tried to clean up the “One Big Beautiful Bill”. There are some holdouts and a President who apparently said, “Don’t fork with…
May 20
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Christian Thwaites
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Skin that Smoke Wagon…see what happens.
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When they Kick you Out of the Club
Moody’s lowered the U.S.’ credit rating on Friday down from AAA to AA1. What took them so long? S&P and Fitch, the other two big rating companies did it…
May 19
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Christian Thwaites
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When they Kick you Out of the Club
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One Big Beautiful Bill
Yes, it's really called that. And says it will launch: “a new golden age of prosperity to benefit workers, families, farmers, and small businesses…
May 14
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Christian Thwaites
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One Big Beautiful Bill
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“We’re collecting $2 billion a day in tariffs”
No, we’re not. This is an easy to check with the Daily Treasury statement. Daily tariffs are about one tenth of what the President claims. But they are…
May 13
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Christian Thwaites
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“We’re collecting $2 billion a day in tariffs”
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Fork it Over Russia: Stop Stealing
Go Fork Yourself “Come and get them.” Leonidas to Xerxes 490BCE when asked to lay down his arms. “Then we also are near them.” Leonidas to a messenger…
May 8
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Fork it Over Russia: Stop Stealing
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