7 Apr, 2025
Recently, I noticed a very intriguing question: Will the world keep buying US Treasuries? (eg, PS-2025, State Street-2024). Following Trump-2025, I actually doubt that - a lot. For early indications, see this recent WSJ article: “Trump’s Tariffs Were Supposed to Boost the Dollar. Why the Opposite Happened. Worries that long-term U.S. growth will fade could matter...
5 Mar, 2025
Trump is creating new enemies every single day. Some day, they will realise an ancient proverb: the enemy of my enemy is my friend, “which suggests that two parties can or should work together against a common enemy.” I doubt Trump cares about friendly nations. Retaliatory measures (eg, by Canada) against USA will only “prove” Trump’s point: friendly nations do...
19 Feb, 2025
The media in Russia are celebrating Trump's proposal for peace negotiations on Ukraine (eg, Newsweek, the Independent, the Moscow Times), and view this as positive and even as a victory. I suppose their view is an example of reverse psychology given the many negative comments in Europe and in Ukraine. I suppose the Russian president will fear the outcome of such...
18 Feb, 2025
Soon, Trump’s USA will negotiate with Russia about peace in Ukraine. Some European countries want - rather than need - to participate in such negotiations. However, not participating has more advantages than disadvantages. My explanation is important because everything follows Why. Successful negotiations will be claimed by its “parents”. Unsuccessful negotiations...
10 Feb, 2025
Recentelijk vroeg ik me af of Amerika het bewijs levert dat een direct gekozen federale President niet werkt. Het volk kan dan elke idioot kiezen. Europa heeft - gelukkig - een indirect gekozen “federale” voorzitter (“president”). Ik neem de Amerikanen weinig kwalijk. Een duidelijke meerderheid koos voor deze man. Ze plukken nu de - al dan niet wrange - vruchten van...
5 Feb, 2025
Intro LO: Dit FD artikel is gebaseerd op logica en ratio. Echter, Donald Trump is een man van emoties, inclusief blufpoker. Kortom, dit FD artikel biedt nauwelijks oplossingen en geeft vooral aan wie het meest te verliezen heeft. Bovendien heeft het Zuid-Amerikaanse land Colombia recent reeds aangetoond dat wederzijdse blufpoker kansloos is bij Trump (o.a. NOS). De...
By continuing to browse or clicking ‘Accept’, you agree to the storing of cookies to enhance your site experience and for analytical purposes. Privacy
Recent Comments