Molehills that May Turn into Mountains

On vaca. I’m somewhere in Central America. Had a long drive from the airport to where I am staying. My driver did not speak much English, and my French is way better than my Spanish (i.e., I don’t speak Spanish at all), but about halfway through the drive as I tried to engage him, he turned to me and said, “What craziness is happening in your country?”

Damn - the world is watching.

Two quick hits and one short thought.

First, yes, I know its the Bulwark, but I thought this post was interesting. I don’t read too much into it, but I think it is clear that some of the Admin’s actions over the past couple of months - yes, Minneapolis, Epstein, immigration in general, Greenland and affordability - are breaking through with people in a way and in a depth that is not the norm. Make ofit what you will.

Second, this may be one of the best things I’ve seen on Instagram in, well, forever:

As for my short thought, the dollar is tanking and fell even further after the market closed yesterday on Trump’s stupid comments.

This coincides with Scott Bessent turning into the toadie he must have always been and doing real damage to our economy and economic relationships around the globe.

For the Sake of Our Money, Scott Bessent Needs to Shut Up | The New Republic:

It’s a good, quick read.

It’s going to take more than a village to break claw our way back from our current state of affairs, but something tells me the markets will end up having their say (whether we want them to or not).