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Why is Xi Jinping Mad at Europe?
An "excerpt" from the Chinese leader's personal diary.
Jul 21
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Christopher Smart
1
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Why is Xi Jinping Mad at Europe?
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Crypto Week: Congress Hits the Accelerator and the Brake at the Same Time
But careful, passions run high on this topic
Jul 18
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Christopher Smart
2
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Crypto Week: Congress Hits the Accelerator and the Brake at the Same Time
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Bracing for Escalation in Ukraine
If markets no longer expect a quick settlement, they aren’t pricing in an expansion of the conflict either.
Jul 14
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Christopher Smart
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Bracing for Escalation in Ukraine
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Ready for "TACO" Tuesday
Whether Trump makes concessions for a better deal or “always chickens out,” America’s new trade strategy makes it impossible to plan.
Jul 6
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Christopher Smart
2
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Ready for "TACO" Tuesday
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June 2025
Are Trade Wars an 'Aberration' in an Alliance?
Not always, but this time feels different.
Jun 30
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Christopher Smart
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Are Trade Wars an 'Aberration' in an Alliance?
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Will Anything Stop This Market?
Neither wars, nor tariffs, nor attacks on the Fed, nor more wars, nor runaway budgets have kept stocks from rising.
Jun 26
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Christopher Smart
3
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Will Anything Stop This Market?
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Is NATO Still a Buy?
Yes, if Europe seizes the moment and America understands the risks.
Jun 23
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Christopher Smart
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Is NATO Still a Buy?
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So much for the "Axis of Evil"
It's an unpredictable war in a volatile region, but markets are probably right that the global consequences of Israel's attacks on Iran look contained.
Jun 19
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Christopher Smart
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So much for the "Axis of Evil"
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Middle East Shocks Beyond the Middle East
Israel’s attack on Iran will shift the geopolitical and economic calculus around the world.
Jun 16
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Christopher Smart
1
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Middle East Shocks Beyond the Middle East
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Pressure ... Pain ... Ouch!
Now that negotiators in Beijing and Washington have identified each other's greatest vulnerabilities, will they do more than just torture each other?
Jun 12
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Christopher Smart
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Pressure ... Pain ... Ouch!
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More Than Just the Yips
As market doubts about the dollar’s status rise, investors should start contemplating a confusing world of competing safe havens.
Jun 9
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Christopher Smart
4
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More Than Just the Yips
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You Can Be a Trade Negotiator, Too!
With a call possible soon between presidents Trump and Xi, what would you consider a deal that would set the U.S.-China relationship on a better course.
Jun 5
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Christopher Smart
3
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You Can Be a Trade Negotiator, Too!
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