It's hard to equate Trump's tariff policies to much of anything, but the movie "Unstoppable" where Denzel Washington needs to stop a runaway train might be the best I can come up with.

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One of the countries who got caught up in the 'Liberation Day' crossfire was Vietnam. Through an arbitrary and poorly informed process, Vietnam was slapped with a 46% tariff.

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The Spaniards have been on an economic hot streak as of late. So, what have they been doing right, and will this streak continue?

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The 2025 US threat assessment has revealed that India is now a significant source of precursor chemicals used in fentanyl production, alongside China.

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It appears that democracy has fallen in Turkey, as Erdogan has arrested his only major political challenger - Istanbul's mayor, Ekrem İmamoğlu. With Erdogan's suppression of his (only) political opposition, he has signaled the transition from a democracy to an autocracy.

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Full Newsletter: https://mailchi.mp/zeihan/turkey-takes-a-break-from-democracy

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Well, the fat lady ain't singing yet. Late yesterday, more updates on Trump's tariffs were released.

Full Newsletter: https://mailchi.mp/zeihan/the-tariffs-stalk-at-midnight

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Trump has announced his first big batch of tariffs (that's right, what's happened until this point is fairly small compared to the new stuff). Here's a snapshot of where this one round will take us...

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Well, it finally happened. Word got back to President Trump that Putin and the Russians were making a fool of him in their negotiations and peace talks, so the obvious next step is to throw some more tariffs at them...

Full Newsletter: https://mailchi.mp/zeihan/secondary-tariffs-and-trump-gets-pissed-off

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On March 25, President Trump announced a new 25% tariff on purchases of Venezuelan crude. There's a lot going on with this one, so let's cover the micro and macro.

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Signalgate. Well...Shit.