Professor of Applied Economics @JohnsHopkins | Senior Contributing Columnist @Fortune | FX & Commodity Trader | Reagan White House | Views are my own
Baltimore & Paris
Joined October 2012
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In my interview with @Dialogue_NRA, I explain why Republicans got hammered on Tuesday.
“It all ended up boiling down to diesel.”
Colombia's inflation comes in at 6.3%/yr in October.
Colombia's money supply (M3) is growing at 11.2%/yr. That's ABOVE Hanke's Golden Growth rate of 9.3%/yr, a rate consistent with Colombia's 3%/yr inflation target.
THE INFLATION STORY = A MONEY SUPPLY STORY.
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Today, pro-Palestinian protesters BLOCKED roadways and CLASHED with police in New York City.
NEW YORK COMMUTERS AND POLICE CAN SEND A THANK YOU NOTE TO NETANYAHU.
ISRAEL CONTINUES ITS REIGN OF TERROR IN GAZA.
Today, an Israeli strike tore through operating rooms at Nasser Hospital. At least 5 were killed, including a surgeon.
#SpainWatch🇪🇸: Today, millions of workers joined in Spain's FIRST general strike in 14 years. They're protesting SOARING housing costs.
SOCIALIST PM SÁNCHEZ = TOAST.
I remember Dick as a friend, mentor, and collaborator. Many moons ago, we were able to supply the analytics that forced the state of Michigan to deregulate the wheeling of electricity. It saved consumers big bucks.
Dick, RIP.
nytimes.com/2026/11/11/us/ri…
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Just more confirmation of Hanke’s School Boy Theory of History: It’s just one damn thing after another.
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IRAN WINS, IRAN DEMANDS.
xitter.twitterapi.xyz/unusual_whales/status/…
BREAKING: Iran says the US still hasn’t met its seven conditions, signaling no breakthrough in talks.
Senior official Mohsen Rezaei told Al Mayadeen that Washington has given “deceptive” responses, and demanded a clear, explicit answer to Iran’s demands.
He said messages passed through Iraq, the UAE and other go-betweens also fell short.
Former British diplomat Alastair Crooke on how the world read the rebuke Trump received in the midterm elections:
“In the rest of the world, great elation. Not because they're so excited about the Democrats coming into office [but because] they know this was a slap in the face to the sitting president.”
#Breaking: The WSJ reports that Nvidia is planning to oust CEO Jensen Huang following investigations into two alleged affairs: one involving a suspected Chinese spy and another involving a company employee.
APPARENTLY, JENSEN WAS CAUGHT MULTITASKING.
STAY TUNED.
Overnight, Ukrainian drones struck Russia’s strategic oil export terminal at Ust-Luga, near St. Petersburg, Russia.
Zelensky has put Trump's request for Ukraine to stop hitting Russian refineries IN THE TRASH.
WATCH yesterday's interview with @wealthion:
THE HEADLINE SAYS IT ALL.
youtube.com/watch?v=mIMnmjF4…
#UkraineWatch🇺🇦: Vladyslav Sokolov, the man in charge of PROTECTING UKRAINE'S ENERGY GRID, is FAILING. Plus, he is living in a gilded penthouse and drives a Rolls-Royce.
UKRAINE = CORRUPTION CAPITAL OF THE WORLD.
AS AN ALBANIAN KNIGHT OF THE FLAG, I THINK IT’S TIME FOR PM RAMA TO TAKE THE EXIT DOOR.
xitter.twitterapi.xyz/Tirana_Report/status/2…
Calls for resignation continue to follow PM Edi Rama on his visits abroad. He faced protests in Ireland 🇮🇪, where a group of Albanian diaspora gathered to demand accountability for the worsening situation in the country he leads. 🇦🇱🦩 #Day165
Simple arithmetic from the QUANTITY THEORY OF MONEY: in 2026, spending by U.S. households and businesses is growing 7.6%/yr. Real growth is ~3%. What's left over, 4.6%, is INFLATION. That's more than DOUBLE the Fed's 2% target.
INFLATION STORY = MONEY SUPPLY STORY.
#PAKWatch🇵🇰: Ahad Khan, Imran Khan's brother-in-law, claims Pakistan's CORRUPT GOV'T will allow him to visit Imran Khan's ILLEGALLY DETAINED sisters on the condition that NO POLITICAL STATEMENTS ARE MADE.
WELCOME TO FIELD MARSHAL ASIM MUNIR'S PAKISTAN, WHERE THE MILITARY RUNS THE SHOW.
FREE IMRAN KHAN.
Salvadoran forces fired rockets at a compound reportedly owned by the head of Haiti’s 400 Mawozo gang, just days after he asked for UN-brokered talks.
BUKELE TAKES HIS WAR ON GANGS ABROAD. HAITI IS A GRAVEYARD FOR LOSERS.
LOTS OF ILLEGAL MIGRANTS = LOTS OF PROBLEMS.
xitter.twitterapi.xyz/visegrad24/status/2120…
Nearly half (48%) of African-born immigrants aged 20–64 living in Spain are unemployed, according to an analysis of third-quarter 2026 data from Spain's National Statistics Institute (INE).
Moroccans account for approximately 70–72% of Spain's African-born population. As of January 1, 2025, Spain had 1,647,610 African-born residents, more than 1.1 million of whom were born in Morocco.
The report covers African-born residents aged 20–64 and excludes second-generation immigrants born in Spain.
Today, TENS OF THOUSANDS, including President Karol Nawrocki, took to the streets of Warsaw, Poland, on Independence Day.
RIGHT-LEFT TENSIONS REMAIN HIGH AND PM TUSK REMAINS UNDER FIRE.