View from the Peak

View from the Peak

Home
Archive
About
The Tariff Fallout
We now need to deal with the consequences of US-China decoupling, severely dented corporate and consumer confidence, and incredible uncertainty over the…
 • 
Paul Krake
Tariffs: From Catastrophic to Deeply Concerning
Global corporations have witnessed the chaos of Donald Trump, and it is very difficult to see how the events of the last week don’t force companies to…
 • 
Paul Krake
An Information Vacuum
It will take many weeks to see the growth and inflation impact of tariffs. Markets aren't going to give President Trump the time he needs.
 • 
Paul Krake
Markets won't be liberated on April 2nd
Investors of all disciplines and durations have a process of assessing economic indicators and/or corporate profitability. None of us have dealt with a…
 • 
Paul Krake
Dismantling the pillars of US economic success
In the past forty years, economically, America Won! President Trump is proposing to upend the very economic model that underpinned this aggregate…
 • 
Paul Krake
Forget about Trump: Follow the Earnings
Does an exceptional stock market require an exceptional government?
 • 
Paul Krake
Tactical trading will struggle in 2025
If you think you are the smartest person in the room, you are probably in the wrong room.
 • 
Paul Krake
View from the Peak
View from the Peak
Global Investment Landscape

View from the Peak

AboutArchiveSitemap
© 2025 Paul Krake
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture