View from the Peak

View from the Peak

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One Hundred Days of Scorched Earth
The global economy faces enormous challenges in the months ahead due to a global tariff regime that created immense uncertainty for companies large and…
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Paul Krake
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…
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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…
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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.
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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…
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Paul Krake

March 2025

February 2025

Forget about Trump: Follow the Earnings
Does an exceptional stock market require an exceptional government?
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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.
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Paul Krake
The pending collapse in state government activity
As some of you are aware, I have launched a business that is providing private capital for the capping of abandoned oil and gas wells across the United…
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Paul Krake
Trump 2.0 – Cutting through the noise
Regardless of President Trump, US Preeminence remains entrenched
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Paul Krake
A Practical Rethinking of Additionality
It is time to stop debating theoretical futures and use every tool we have to stop preventable emissions today.
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Paul Krake

January 2025

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