The Newsletter

  • Markets in turmoil

    Since Trump became president, there have been a number of uncertainties impacting the global markets negatively, in particular tariffs and threats of upcoming tariffs. There has also been uncertainty and disruptions due to the DOGE’s firing of government employees and several cuts in the federal spending cycle. This has created additional volatility in the markets….

  • Trump’s congressional address

    Trump’s recent address to both chambers of congress highlighted the vast difference and hostility between the two parties. It was a kind of spectacle that one would expect with Trump more or less given a standard rally speech, with no room for partisanship or unity. Trump has selected a loyal administration, and the GOP has…

  • Trump and crypto

    Trump recently announced his government would create a national strategic crypto reserve that would include five cryptocurrencies, Bitcoin, Ether, XRP, Solana and Cardano. The move comes before a first-ever White House Crypto Summit and represents a considerable turnaround in U.S. policy. Owning digital currencies like Bitcoin is increasingly seen by governments as an alternative store…

  • The end of the western alliance

    After the chaotic meeting between Trump and Zelensky in the Oval office, followed by Zelensky’s meeting with his European allies in London, it is clear that there is a major disruption between Europe and the U.S. Trump’s return to power in the U.S. signals the demise of what has been called ‘the West’, the alliance…