populism

Today is September 11th, a sad day for many people including myself. I lived in New York City when the terrorists attacked that day. And I witnessed the Twin Towers fall. A college friend who worked there was killed in the attack. I don't…

Okay, let me go right to Peter's comment from yesterday about fixing the system using the Arizona piece as a jumping-off point. I'm going to be talking about the US here. But some of what I say is probably relevant elsewhere as well.…

Back in early July, I wrote a post on the politics of the German refugee crisis. And the conclusion at that time was that Horst Seehofer was bluffing about blowing up the governing coalition. In retrospect, this proved right. But in the…

Are Trump voters racists? Those of you who have been reading my posts for some time know that I don't believe racism is the defining element behind a rise in populism across the developed economies. I certainly believe populist politicians…

Happy Tuesday! In the US, the summer holiday season is officially over today. And so, markets here are fully re-engaged. That usually means a reassessment of the economic, political, and investing landscape. And that has sometimes led to…

Today's daily post ismore on the political economy side. Top items include inequality and political control and Trump's negotiations with Canada.

The "Trump Unchained" policy tack is gathering steam as Trump lays the groundwork for a post-globalist world.

This post was first published on Patreon on 22 Jun 2018 I was just having an email exchange with Marshall Auerback and a hedge fund friend of ours about immigration. And I thought I would share some of my thoughts on this given what's…

The crisis is that the political center continues to weaken even though Europe, at least on paper, is enjoying a broad economic expansion. 

Fear political populism and the loss of democracy but embrace economic populism as necessary.