I saw this post from Brian Chau: I Was Wrong About Trump’s Tariff Strategy The evening of April 1st, an editor and I were working on the finishing touches on an article about Trump’s tariff strategy. “Keep updated with what happens with the tariffs,” one late-night message read. The next morning, Trump blew… pic.twitter.com/UL93eXTopM —… Continue reading Trump Tariffs, take 3: Why the economic fallout will not be that bad
Month: April 2025
Trump Tariffs, Take 2: Why it Will Not Return Jobs and Factories to America
The stock market selloff continues to intensify, with stocks down 6% on Friday on top of Thursday’s losses. This was an unforced error on Trump’s part. He cannot blame the left for this. One way to frame this is that Trump is running a sort of experiment on the US economy. He picked the most… Continue reading Trump Tariffs, Take 2: Why it Will Not Return Jobs and Factories to America
Why I am not worried about the tariffs
The news cycle has been so erratic since Trump’s inauguration. I have tended to avoid topical matters, as I don’t want to spend hours writing posts about tariffs or about the Middle East or China, only for my efforts to be wasted when a new development breaks. But with the stock market crashing due to… Continue reading Why I am not worried about the tariffs
Twitter/X’s ingenious pivot and rebranding as an AI company
It looks like I was right again in predicting Elon would recover his losses from his Twitter/X purchase. On November 5th, after Trump had won, I wrote: Musk’s AI venture, xAI, was recently valued at $40 billion–that alone pays for Twitter. Tesla’s stock surge, up 11%, on Trump’s win also made Elon that much richer.… Continue reading Twitter/X’s ingenious pivot and rebranding as an AI company