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Kansas Senate Race Polls Show Democrat Ahead, But Markets Aren’t Buying It
The Kansas Senate race polls now show Democrat Adam Hamilton leading or tied in every survey conducted since 13 September, yet prediction markets are pricing Republican incumbent Roger…
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US Trade Deficit August Figures Carry a Wrinkle the Bears Are Missing
The US trade deficit in August is being read almost universally as proof that tariffs have failed. The monthly numbers are genuinely bad, but one figure buried in the broader data complicates…
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The Dollar Reserve Currency Role Is Hiding in Plain Sight, Just Not Where You’re Looking
The consensus on the dollar reserve currency role is not wrong, exactly. It is looking in the wrong place. While commentary continues to obsess over the International Monetary Fund’s…
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Texas Cattle Feeders ICE Disruptions Expose the Cost the Consensus Ignored
The dominant read on immigration enforcement treats economic disruption as a tolerable side effect. The Texas Cattle Feeders ICE disruptions now unfolding across Oklahoma, Kansas and Texas…
