China Got Coal for Christmas…and 2026 Is When the Stockings Are Empty
Markets are focused on tariff refunds and court rulings, but the real story is structural. China’s…
Plain stories from real work
Case Studies
What I walked into, the first moves we tried, and what changed. Names masked when needed.
Trump’s New Monroe Doctrine: The Four‑Bucket World-Europe’s Demotion, Venezuela’s Message, and What It Means for Global Trade
The 2025 NSS and the Trump Corollary signal a major U.S. pivot toward hemispheric primacy. A…
Supreme Court Tariff Case: Why Plaintiffs Have the Momentum – and Why China Isn’t Leaving the Penalty Box
The headlines are all about potential tariff refunds, but that is not the real story. Even…
Breaking News: Supreme Court Wraps Heated Hearing on Presidential Tariff Powers
IEEPA stretched? Bessent preps Section 122/338 fallback. Bilaterals safe; refunds complicated—mitigate NOW vs wait years.
The Rare Earth Reckoning: Why the West Needs Its Own Manhattan Project-Now
China 90% refining weaponized → US-Japan/Australia deals + BlackRock/Pentagon $500M. 5 imperatives: fund entire pipeline, regulatory…
Trump’s Self-Inflicted Wound Gets Worse: Supreme Court Extends Tariff Arguments After Canada Blowup
China rare earths = perfect emergency; Canada TV ad = self-sabotage. $200B refunds loom if lost—bilaterals…