Christian Thwaites

Christian Thwaites

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May 2025

“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…
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Christian Thwaites
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…
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Christian Thwaites
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…
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Christian Thwaites
1
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…
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Christian Thwaites
4
“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…
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Christian Thwaites
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…
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Christian Thwaites
Dollar Weakness Won't last. Tesla’s Will.
The Sinking Dollar Dollar weakness is all the news these days. The DXY dollar index, which is a trading tool and not a real currency, is down 9% this…
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Christian Thwaites
2
This is Not the GDP We're Looking For
Yesterday’s GDP report wasn’t great. But it's misleading. The economy fell by 0.3% or $16 billion in real terms. In nominal terms it was up $254…
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Christian Thwaites
Remembering Kustia
For all of us Kustia died on Wednesday April 9, 2025. He was 38 years old. He was killed by a Kamikaze drone while fighting in the Chasiv Yar area near…
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Christian Thwaites
4

April 2025

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