Author Archives: Jason Kelly

America now speaks loudly while carrying a small stick. America’s global standing took another hit yesterday when President Trump learned—again, from China—that planning ahead has its advantages. If only someone in the West Wing had noticed the rare-earth dependency before rattling the tariff saber. Turns out, that was the big stick in this unnecessary trade […]

Sometimes, the only thing contagious is fear. I’m still getting emails about credit contagion risk. And with each new stock-market high, someone quips, “What goes up…” All this because last month brought back the eerie music of 2008, at least for a few bars. Tricolor, the nation’s third-largest used-car chain; and First Brands, a parts […]

Some sleep aids during bubble talk. Bubble talk is everywhere, which, paradoxically, means it probably isn’t a bubble. When everyone’s worried, nobody’s euphoric enough to trigger the fall they’re worried about. But maybe the 1929 discussion, dot-com comparisons, end-of-QT historical references, and time-to-AI-profitability projections have you feeling like you left the oven on. You’ve made […]

The early bird gets the dysprosium. Imagine running a marathon barefoot because you forgot to buy shoes, then blaming the race organizer. That’s been roughly the US approach to rare earths: declare an economic war on China, then notice China makes all the ammo. President Trump now insists he’ll strike a “great deal” with the […]

Now, after a 50% year, you want gold? Gold, that prehistoric influencer of greed and insecurity, strutted past $4,000 an ounce last week. Civilization may have advanced from cave paintings to quantum computing, but portfolios still sparkle with superstition… _________________ You’re catching the breeze from the market’s wings. Go paid to feel the turbulence. 🔗 […]