Analysis for Subscribers Only

There will be more analysis, but this just gets us rolling!

Let's move to the deeper analysis on what is likely to play out in the days, weeks, months, and years ahead in politics and business.

Here's the most provocative thing I have read recently and it comes from one of my favorite macro thinkers Louis Gave of Gavekal Research:

 "But I’d just say that the fact that the Trump Administration decided to make semic…