Bessent

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My Thoughts on Current Markets-289

31 Mar 2026 6 minute read 1 comment Perfectionist25

I'm feeling something different than everyone else right now, and I wanted to write it down because it feels better to let it out and share it with you rather than keeping it in my head. Why am I constantly analyzing this? I'll try to explain the gen...

Is the US-China Trade War Really Over?

28 Oct 2025 4 minute read 0 comments Perfectionist25

This weekend, world markets took a breather. Washington and Beijing are preparing to end their years-long trade war. Or at least, let's call it a brief respite. President Donald Trump and Chinese leader Xi Jinping will announce a series of agreements...

Critical Minerals Diplomacy

11 Jun 2025 3 minute read 0 comments Perfectionist25

The tariff talks between the US and China, which have raised concerns about global trade being squeezed, are ongoing. High-level trade talks in London are continuing with the rare earths agenda. Treasury Secretary Scott Bessent, Commerce Secretary Ho...

Trump Put, Bessent Put in, Powell Put out

28 Mar 2025 3 minute read 0 comments Perfectionist25

Do you remember? There used to be a saying called ‘Powell Put’ or ‘Fed Put’. What did it mean? As those who know options can immediately understand, we can think of it as a precaution against decline. In other words, whenever the indexes in the US we...