Blog

Deer-hunting, uphill in the snow. I wonder how many hours have gone into writing and re-writing financial analysis, and political prognostication since January 2025’s launch of the months-long endzone dance one analyst casually referred to as “Season...

Question: Is a debit good or bad? In an early version of SNL, Gilda Radner, in character as Emily Litella, rants in mock editorial rage on the prohibition against TV violins. “Why don’t parents want their children to see violins on TV?” Her Weekend Update...

I’ve learned that it’s difficult driving a race car with clown shoes on your feet. Costco Pants and Tariffs: The idea that tariffs are inherently good might be the Costco pants of international trade theory -- everything feels comfortably, nice and snug...

Good afternoon. A bit of a longer rant today. This one is in my wheelhouse, and really irks me. My goal is to convert the skeptic on international free trade. How’d I do? ________________________________________ “An idea is like a virus. Resilient. Highly...

If tariff news was a banana it would be a nice firm, sweet yellow specimen at 9:00 am, but by around 10:30 that morning it will have morphed into a brown-spotted leathery lump. Bees knees, Bananas and Battlestar Galactica: A study in the March 2023 Science...

Hi again. With apologies for the intrusion, here’s another fresh report on the unfolding (and ever-changing) Tariff situation, in case you just can’t get enough! This one draws on the 2018 experience for potential echoing hints, and features Joseph Wu...

Red Button: It was at the end of a 2-week summer vacation – the cheapo Ryan Family version, where our 7 kids slept on the floor at our friends’ place. We had said our goodbyes the night before and I was tip-toing around just prior to our 5:00 am departure...

If tariffs were baseball, I’d have struck out by now. Let me explain. It’s a two-day process of writing, editing, and regulatory approval for one of these messy compilation pieces. On tariffs – I’ve recently rejected two of my own articles, two weeks...