Rough Waters subsiding
We often compare investing to sailing; investors can sit in safe harbour (cash) or they can venture out in most, if not all, weather.
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The real import the US needs from Canada is its healthcare system
Total Imports to the US from Canada were around $420bn in 2024, so as a rough approximation the 25% tariff will generate around $90bn of revenue...
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Welcome to MAGA-Vision
The first thing that investors need to recognise in Team Trump is that, like the markets, they don’t really care what we think.
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Eternal and Perpetual
The famous Gilray cartoon of Pitt and Napoleon carving up the world has ironic resonance as Russia and the US meet up in Saudi Arabia this week...
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Method in the Madness?
Inauguration day and Donald Trump, who said he would be a dictator on the first day (not from the first day) is set to hit the ground running with...
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