Private Equity and Asset Stripping: The Fall of Toys ‘R’ Us
As a child, my favorite place on earth was Toys “R” Us: the bright aisles, the endless rows of dolls, the excitement of choosing just one toy to take home. But that joy was...
Tagged: economics
Why China Isn’t Dumping U.S. Treasuries: A Strategic Calculation
As an observer of one of the most significant financial confrontations of this decade, I’ve often questioned why China has not simply liquidated its substantial holdings of U.S. Treasury bonds. After all, it is...
Tariffs and Market Mayhem: Decoding Trump’s Pause
On April 9, President Trump made headlines by announcing a 90-day pause on the higher-tier reciprocal tariffs, a move which inevitably led to a certain degree of clarity among investors. But to be clear,...
Trump’s Tariffs and Tax Cuts: A Double-Edged Economic Strategy
On April 2, 2025, President Donald Trump announced sweeping tariffs under the International Emergency Economic Powers Act (IEEPA), marking what he called a “declaration of economic independence.” This bold move, aimed at boosting U.S....
The Stock Market Roller Coaster: Should You Buy the Dip?
It is no secret that US stocks have been going through a sharp downturn, weighed down by inflation, high interest rates, and mounting recession fears. Yet, it is those who buy during these same...