I Think They’re Aiming at China

I’m getting a lot of questions and seeing a lot of discussion about why President Trump is about to enact 25% tariffs on Mexico and Canada early next week. Government officials from both countries say that at this point, they aren’t completely sure what they’d need to do to be in compliance with the wishes … Read more

Tariffs – A European View

Introduction: I’d like to thank DKI subscribers for their thoughtful response to last week’s article on the potential Trump Tariffs. I got a lot of nuanced opinions along the lines of “I mostly agree with you, but I see this issue differently”. That’s fantastic. Thanks to those of you who chose to share your thoughts … Read more

Tariffs – Preview

President Trump is dominating the headlines with a flurry of early activity. Much of that “activity” is talk about what might happen in the future. The financial world is most focused on the prospect of tariffs, and I’m already getting questions from DKI subscribers about the topic. Right now, I have an article in edit … Read more

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