December 04, 2021

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Fitch Has Effectively Downgraded The Trump Administration, Albeit Too Late As Usual

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After my many, many warnings about Donald Trump and his administration (I'll list those a little later)... It's official, Fitch has actually warned that the Trump administration is detrimental to sovereign ratings around the world. Keep in mind that we are in this world.

You've hear similar from me before the man was sworn in, which begs the question, what took the Fitch, et. al. so long??? You know how I feel about these guys, right?

Reference the timeline and associated videos wherein I made the risks crystal clear...

Is Time to Short America? Macro Risks +

The animal spirits are whispering... They are calling into question the stability of the US in light of the significant geopolitical uncertainties introduced by the new US administration and how...

Is It Time to Short America?, Part 2

Continuing the conversation of whether it's time to short America, we investigate the administration's plans for protectionism and a tax holiday for corporate capital repatriation. The first question that needs...

Donald Trumps actions, behavior and machinations have already (with less than a month in office) trascended national politics, even geopolitics, and are now literally and existential global macro risk.

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