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White House
Medicare News Sinks Health Insurers
The Fed govn announced an increase of only 0.09% in medical costs to insurance companies who offer Medicare Advantage plans.
3 days ago2 min read
Shutdown and Tariff Threats ... Again
The Fed Govn is once again at risk of a shutdown this weekend. And President Trump is once again threatening a key ally with a massive tariff.
4 days ago2 min read
NATO's Cold War with itself
January 22, 2026 In our 2026 outlook, one of our existential questions was “what if NATO dissolves” ? This week, we got a peek behind that door, and it wasn’t pretty. The market fell over 2% on Tuesday alone, partially due to tariff related threats. Talk on both sides of the Atlantic escalated. The ramifications to global security and trade are severe and frankly hard to predict. People started to ask me questions like: “What happens if the EU sells all our treasury bond
Jan 222 min read
President Trump's Tariff Threats and the Supreme Court
President Trump is now threatening tariffs for obvious non-trade related reasons. This increases the importance of the upcoming Supreme Court Ruling.
Jan 212 min read
Lisa Cook and the Fed's independence on trial
Today, SCOTUS is hearing arguments about whether the claims against Lisa Cook are "cause" for her removal from the court. At actual stake is the Fed's independence.
Jan 212 min read
Trade War ... over Greenland?
President Trump threatened new tariffs on European countries who opposed his plan to acquire Greenland. EU officials threatened a counter-response.
Jan 202 min read
Power Industry Proposal
The White House in conjunction with several state governments is forming a plan to "force" large tech companies to bid on long-term contracts for electricity.
Jan 162 min read
Inflation and JPM Earnings
(1) December inflation data. (2) JPM earnings and Jamie Dimon's comments. (3) White House wants to cut credit card swipe fees.
Jan 135 min read
DOJ vs. Federal Reserve
(1) DOJ is investigating the Fed Chair. (2) Trump proposed a 10% cap on credit card rates. (3) Oil is rising from further tensions in Iran.
Jan 127 min read
Defense Stocks and Global Risks
US defense stocks swing on two updates from the President. We also got insight into what will happen to Vez's oil. Last, we've introduced a global risk board.
Jan 85 min read
AI Stocks Move Lower
AI-related stocks are falling today on news on Oracle and Amazon. And we have an update on the Fed Chair race. Apparently, the decision is still up in the air.
Dec 17, 20254 min read
Venezuela... but why?
With the ongoing buildup of warships outside Venezuela, combined with the increasing tough talk from the White House, let's talk about the real reason why America is interested in Venezuela.
Dec 3, 20253 min read
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