Calm. Methodical. Evidence-Based.

War-risk fear, not U.S. governance, drove a sudden repricing that dragged stocks down and pushed oil to its highest level since mid-2024.

Economy

Mar 5, 2026

A president tied territorial coercion and tariff threats to a personal grievance, collapsing the boundary between private resentment and the sovereign power we entrust to the office.

Economy

If U.S. tariffs are being set by an undisclosed AI-style deficit formula, national trade power is being exercised without transparent methodology or accountable decision-making.

Executive

Apr 3, 2025