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This is the most profound statement by a US policymaker this Century (President Trump on May 14 in Riyadh): "IT IS GOD'S JOB TO SIT IN JUDGEMENT, IT IS MY JOB TO DEFEND AMERICA -- I WILL NEVER HESITATE TO WIELD AMERICAN POWER TO DEFEND THE UNITED STATES"

Great post from my colleague Jonathan LaBerge! I would add that the bond market has been steadily rioting since NOVEMBER. Not just April. The fiscal profligacy of the Trump administration is what makes the president a "Human Steepener."

Let's go! Another Geopolitical Cousins pod is out!

Why is Russia stalling negotiations with Kyiv? Because Putin has a political problem at home. How do you "freeze" the conflict when you've failed to conquer all of Donbas. This piece of Donetsk is holding up talks.

The sausage being made in Congress is going to have to navigate a complicated macro context. Unlike in 2017, when the economy was starved for growth, this time the bond market won't stand for too much profligacy. In a way, the smaller the stimulus, the better for the economy.

The current bill adds deficit to the US economy, but the era of "exceptionalism" is over. The bond market (and portfolio flows) no longer are willing to be fooled that expanding deficit is good for US assets. Note that USD rally has failed. Fascinating shift in macro.

Big thank you to my friends from CAIA Association for the platform! Very timely given the news that J.P. Morgan has just decided to do... precisely the opposite! 🤣

Great job CBC News for making sense of something really complicated! I loved contributing to this. They narrowed my seven steps to just four, but I am all right with that! youtu.be/ZzZsaQ6dU2w?si…

Latest edition of GEOPOLITICAL COUSINS is out! We wrap up our top-20 geopolitical power ranking. I do my best to defend Canada's honor in this one against the relentless assaults by Cousin jacob l. shapiro! My anger was soothed by a maple syrup bath! 🍁🛁🤣 podcasts.apple.com/us/podcast/geo…

The Miami Ultra Music Festival effect?