Stockman Letter

With his latest $100 billion tariff volley, it can be well and truly said that the Donald has gone stark, raving bonkers on the playing checkers—to say nothing of pick-up-sticks.

David Stockman brings you more of his unique view of the Deep State and gives you actionable investment recommendations rooted in his experiences working in the White House and a 20-year Wall Street career.

Liberals: “Let’s Get Ready to Rumble!”

BudgetBy David Stockman.  |  August 2, 2018locked

“Peace through strength” easily enough becomes “peace through war.” – Andrew Bacevich, Washington Rules: America’s Path to Permanent War (2010) America is headed to fiscal hell in a Warfare State-Welfare State handbasket. Read More

The Selling Never Stopped…

TreasuryBy David Stockman.  |  August 1, 2018locked

When winter first begins to bite and stones crack in the frosty night, when pools are black and trees are bare, ’tis evil in the Wild to fare. – J.R.R. Read More

“Tiny Tariff Syndrome” Is Not a Real Thing

TradeBy David Stockman.  |  July 24, 2018locked

Without trade the world will become what it was once – a hell where only the strongest arm and the heaviest lash was law. The meek will never inherit the earth. Read More