Notes on the Economy – Q3 2025 Summary
September 9, 2025
Tariff front-running is ending and the tariff bear does not appear as scary as a few months ago; still lingering effects of front-running dominate data headlines, and tariffs remain a danger to the economy.
How China Is Beating U.S. Tariffs
August 19, 2025
China has found a backdoor into U.S. trade markets, avoiding stiff U.S. tariffs.
The One Big Beautiful Bill’s Real Deficit
August 5, 2025
The one big beautiful bill will drive up the federal debt but not by as much as everyone says.
Washington Wields a Tougher Style of Diplomacy
July 24, 2025
PODCAST: Ambassador Christopher Hill discusses the bombing of nuclear facilities in Iran, tariff threats, and pressuring allies to pay more for their own defense.
Cutting Red Tape: Trump’s War on Regulation
July 15, 2025
The president is serious about cutting red tape. What’s the best way?
Why Is the Dollar Losing Its Luster?
June 26, 2025
The dollar is losing its value: Here is what every investor should know and consider.
Notes on the Economy – Q2 2025 Summary
May 29, 2025
Households and businesses stepped up purchases of foreign goods in Q1, buying
in advance of need in order to front-run the imposition of very scary tariff increases.
Tariffs Likely Will Slow Growth To Nil by Year End
April 29, 2025
AMG analysis: Latest tariffs could slow growth to zero while boosting inflation and unemployment.
Can High Tariffs Fund the Federal Government?
April 24, 2025
A brief history of tariffs in the United States and their declining importance.