#TACO Seeks an Off-Ramp, Burns Bridges
Trump needs an off-ramp, and is burning bridges while he's at it He tried every TACO trick in the book and they all stopped listening. The Iranians, the American people,…
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April 1, 2026
Critical Mineral Exploration, Manufacturing, Bessent & the Orange Man
Excerpted from the October 12th edition of Notes From the Rabbit Hole, NFTRH 884: [edit] A reader commented at the Substack version of this article (please subscribe, it's free) suggesting…
October 13, 2025
Trump 2.0, Powell and the Bond Market (NFTRH 866 excerpt)
Excerpted from the June 8th edition of Notes From the Rabbit Hole (#866): He’s at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater…
June 8, 2025
Notes From the Rabbit Hole, #866
NFTRH 866 He's at it Again Trump is badgering Powell relentlessly about interest rates. Aside from being great theater (of the absurd), the odds are near zero that the Fed…
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June 8, 2025
Trump Will Get What He Wants From “Too Late” Powell, But Be Careful What You Wish For
Trump's latest hectoring of Jerome "too late" Powell after ADP Employment Report OMG, Jerome Powell appears to have aged markedly in 2025. You can click the image to read all…
June 4, 2025
Unwrapping Trump’s Claims That Contracting GDP is Biden’s Fault
Trump is not all wrong about who is at fault for contracting GDP, but he's plenty wrong too Click the image if you'd like to read the article explaining why…
April 30, 2025
Trump Jawbone to Stock Market: Ramp Baby, Ramp
Stock market ready to ramp on Happy China & Powell Talk from Bessent and Trump It's a continuation of the wax-on, wax-off, wax on again way of Trump's messaging. If…
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April 23, 2025
Will Tariffs and the global Trade War “Spanner” Flip the Macro Inflationary?
Tariffs and the global trade war could flip the macro inflationary (stagflationary) sooner than expected "It's complicated." An answer that may be given by people when asked about their relationship,…
April 22, 2025
Trump on Powell: “He’s Always Late”
The latest edition of Trump on Powell hectoring: "He's always late", his "termination can't come fast enough" In Q4, 2018 during Trump 1, the president made a habit of hectoring…
April 17, 2025
Does Donald Trump Realize What America Is?
Trump appears to be using a 1970s, or worse, 1930s playbook; and those playbooks did not work even though the US had a large industrial base at those times [edit]…
March 27, 2025
Trump: Spanners and Monkeys
Trump throws Spanners and Monkey Wrenches into the works with abandon, stock market plays along Are we having fun yet? Tariff on, tariff off. Wax on, wax off. Trump says…
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March 24, 2025
Notes From the Rabbit Hole, #849
NFTRH 849 An abbreviated edition of NFTRH this week Economy If this is indicative of the near future, which it logically is, then the "Government Hiring" leg should be kicked…
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February 16, 2025
Down the Rabbit Hole; the Age of Inflation onDemand
Excerpted from the January 26 edition of Notes From the Rabbit Hole, NFTRH 846 NFTRH 846 went much further off the normal path than this excerpt, as its writer was…
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January 26, 2025
Notes From the Rabbit Hole, #846
NFTRH 846 Summary US Stock Market: With the takeout of the left shoulder on SPX and the bull flag breakout on NDX, we are a plan for new highs and…
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January 26, 2025
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