Dow 50,000: Why Wall Street Keeps Misunderstanding Trumpnomics .
On April 7 of last year, with tariff panic gripping the markets and the Dow plunging toward 38,000, I went on CNBC’s Squawk Box with a simple message: relax. The Dow was on a clear…
On April 7 of last year, with tariff panic gripping the markets and the Dow plunging toward 38,000, I went on CNBC’s Squawk Box with a simple message: relax. The Dow was on a clear…
President Trump dislikes an overly strong dollar because it hurts U.S. exporters and manufacturers, and he wants lower interest rates. His Fed nominee, Kevin Warsh, is associated with a strong dollar and is a reputed…
One of President Trump’s first acts as our 47th president was to shut down what is known as the “de minimis loophole” — a relic of an earlier trade era that had metastasized into a full-blown scam…
Domestic drought of strategic metal is over thanks to levies. For nearly half a century, the United States failed to build a single new primary aluminum smelter. Not one. That drought is ending now in…
The United States has over half a million cattle ranches. But almost all of their cattle must pass through a tiny number of meatpacking plants before reaching your plate. Just four companies control about 85% of U.S. beef…
At first glance, it looks like a contradiction — and the left is quick to call it a moral failure.America is swimming in oil, yet President Donald Trump has moved to bring Venezuelan crude into U.S. refineries.…
When U.S. farmers depend heavily on a single foreign buyer, U.S. trade policy stops being sovereign—and starts being hostage. No country has exploited that vulnerability more than China, and no crop has been weaponized more…
President Donald Trump announced last week that he will seek to ban large institutional investors from buying more single-family homes — a decisive move aimed at restoring the American Dream for working families. Homes, as the president…
The consumer price index report for December delivers three clear conclusions: Tariffs are not driving inflation, overall inflation is running near the Fed’s target and the data supports a rate cut at the Fed’sJan. 28…
Housing debates often get lost in abstractions about “affordability” or arguments over subsidies. But mortgage rates are not set by rhetoric, press releases, or political messaging. They are set in bond markets—specifically, in the market…