The trade "deal" with Japan is here. Let's look at the Art of the Shakedown or: How Japan Learned to Stop Negotiating and Love Strategic Defeat

The rate at which the White House has upended both the U.S. markets and the global trading system since January 20, 2025 is an unprecedented experience for most investors alive. Yet the motivation is quite simple: the debt must be financed. We have been updating members by email, but let's recap.

"But what experience and history teach is this – that peoples and governments never have learned anything from history, or acted on principles deduced from it." ~ Georg Wilhelm Friedrich Hegel, 1837