The Newsletter

  • South American leftist regimes

    The U.S. should pay more attention to the development in South America and in Mexico. Several countries including Chile, Brazil, Colombia and Mexico have elected leftist government, which are relatively anti-U.S. and may seek closer cooperation with China and Russia. It may not be a return of the “Pink Tide” of leftist governments that swept…

  • Tariffs, inflation, and Trump

    With a fairly hawkish Trump administration, there is a high likelihood that higher tariffs will be imposed globally, and in particular towards China. According to economists and the Fed, major policy changes stand to bump the economy off what looked to be a gentle glide-path back to its long-run, or normalized, state. After ratcheting up…

  • Israel’s path towards peace

    The war against Hamas and Hezbollah continues in the Gaza strip and in Lebanon. A few days ago, Israel reportedly killed Hezbollah boss Ali Musa Daqduq in Syria. He had been active for years in various terrorist attacks throughout the Middle East including Syria and Iraq. Israel has been successful in eliminate hundreds of leaders…