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davidmwalker.bsky.social
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Karen Karniol-Tambour argues that "If the United States is unwilling to continue to run big trade deficits, it means that the “pie” available to everyone else to produce more than they consume is shrinking." This is a key, and often-overlooked, point. www.nytimes.com/2025/03/10/o...

We are now back in a world where geopolitics, not economics, drives decision-making. It is a world of shifting alliances. And so defence spending is set to be a key growth area for the future as Cold War 2.0 begins. new-normal.com/geopolitics/...

If Trump was President in 1940

“Our peaceful trading partners are not our enemies; they are our allies. We should beware of the demagogues who are ready to declare a trade war against our friends—weakening our economy, our national security, and the entire free world” President Reagan, 1988 new-normal.com/economic-gro...

The world’s richest man is promoting the far right in Europe. Don’t buy a Tesla . Location: Tesla Gigafactory, Berlin www.youtube.com/watch?v=NjWl...

The collapse of Asia's main currencies versus the US$ confirms that our world is increasingly dominated by Known Unknowns. We know what the key issues might be, but we can only guess at how they might turn out. new-normal.com/financial-ev...

x X has ~18m daily USA users. @bsky.app, ~1.5m. Is it worth 20 MINS a day to proactively recruit and bring your friends, neighbors,relatives, businesses, anyone who is or could be a user, to @bsky.app? If Bluesky ends up with more users than the others, you destabilize musk, zuck, trump.

1/7 It is true that the 1930s were a period of beggar-thy-neighbor trade policies and declining global trade that left the global economy collectively worse off, and that this might hold lessons for us today, but it is important to get the story right. www.bloomberg.com/news/newslet...

Unicorn Overlord (Switch/PS5/XSX) is $28 US Dollars at VGP https://buff.ly/424WPh9 $35.99 US eShop https://buff.ly/48do0r8 All VGP deals http://buff.ly/3ZUaPHJ #ad

If you missed it - start your new year with this excellent @wsj.com description of the Russian sleeper agents unmasked last year www.wsj.com/world/europe...

Europe is expected to have its coldest winter since Russia’s invasion of Ukraine, with the continent already dipping deeper than usual into gas storage as temperatures plummet. new-normal.com/economic-out...

carnegieendowment.org/podcasts/the...

Today’s population growth is mainly due to increasing life expectancy, not babies being born. And these Perennials 55+ are the most under-served generation in history. Companies who pivot to meet their needs are likely to be very successful new-normal.com/economic-gro...