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April 3, 2025 Donald Trump’s sweeping new tariffs aren’t just about trade imbalances or protecting American jobs—they’re a last-ditch effort to prevent the US from losing its economic and military supremacy to China. At first glance, the aggressive tariffs appear to be another chapter in Trump’s “America First” playbook, a

April 3, 2025 Key Observations: Macro Implications: Base Case vs. Tail Risk: Investment Strategy: Conclusion: While I seriously disagree with his methods because doing daily business has been rendered near impossible, Trump’s attempts to control the US government and consumer spending, budgetary deficits, and growing debt are justified.  In enforcing a

April 1, 2025 1. Executive Summary: The recent implementation and proposed expansion of tariffs have generated significant concerns regarding their wide-ranging effects on the global economy. This report synthesizes current research and expert analysis to comprehensively assess these impacts, spanning direct economic consequences, trade dynamics, macroeconomic stability, political considerations, strategic

March 27, 2025 After deciding to restart my old Week In Review format this year, I rebranded it as the Global Market Navigator Report. Subsequently, NYUGrad discovered a new Google Gemini platform that converts these reports into an audio discussion between two humanoids. The system prompts are restricted to 500

March 27, 2025 Because of President Trump’s America First policy and slogan politics (e.g., “Liberation Day”), the world will shift away from globalization as tariffs and trade barriers surge. While the Trump administration argues that these measures protect domestic industries and generate revenue, the reality is not that simple and

March 25, 2025 Bill Cara’s Global Markets Navigator Report is a weekly publication from January to December 2025, offering a comprehensive overview of global financial markets with the stated aim of empowering individual investors. Edited by Bill Cara, the report analyzes a wide array of asset classes, including equities, bonds, currencies,

March 23, 2025 This briefing document summarizes the main themes, important ideas, and key facts in excerpts from “Navigator Report 11.pdf.” The report offers insights into global investment considerations, focusing on various geographic regions, asset classes (forex, government bonds, equities), and specific sectors. Main Themes Most Important Ideas and Facts

March 17, 2025 Overview The US Census Bureau’s Retail Sales report provides a monthly snapshot of sales from businesses that primarily sell to consumers. While it is a key indicator of consumer spending, it does not encompass all sales in the US economy. Retail sales account for approximately 30%—35% of all sales in the