The Newsletter

  • Arctic security concerns

    When president Trump in 2020 first raised the idea of acquiring Greenland, he was met with universal derision. The Danish prime minster dismissed the notion as absurd, while the establishment media treated it as a punch line and a joke. Once again, the critics were wrong and without understanding that the planet is changing, and…

  • Trump’s first two weeks

    The quiet and sleepy days under Joe Biden’s presidency seem long gone. A lot has happened since Trump took office for his second term. Trump has already started trade disputes with China, Canada and Mexico, threatened to invade Panama and Greenland, released the J6 political prisoners and issued hundreds of executive orders. He has also…

  • The continued decline of the UK

    There are endless problems for the troubled and unpopular Labour government. There are signs of incompetence everywhere, the economy is struggling, there are potential trade issues with the U.S. and there are many reports of an increased level of crimes across the country. On top of that, the UK has wasted billion of taxpayers’ money…

  • Changing of the guard

    Most of the market participants’ attention has been directed toward Trump’s first week in office, especially pertaining to tariff discussions. No change in the fed funds rate is expected at this week’s Fed meeting. Credit spreads continued their fall last year, indicating an ongoing uptick in optimism toward the economy among market participants. While spreads…

  • Trump and tariffs

    In his inaugural address President Trump stated that “instead of taxing our citizens to enrich other countries, we will tariff and tax foreign countries to enrich our citizens.” The president has proposed imposing 25% tariffs on Mexico and Canada by February 1. The currency impact is important because a stronger dollar could do some of…