US efforts against fentanyl have been ramping up. Specifically, the Trump administration has turned its focus to one specific Mexican cartel - La Familia Michoacana.

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Full Newsletter: https://mailchi.mp/zeihan/why-theres-no-fentanyl-in-easter-eggs-this-year

The US is plugging a loophole in the trade system called "de minimis" which allowed imported goods under $800 to bypass tariffs and traditional customs processes. This system will end on May 2, and these small packages will now face a 90% tariff and $75 minimum fee.

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Full Newsletter: https://mailchi.mp/zeihan/bye-bye-de-minimis

The Trump administration can put out as much trade deal fluff as they want, but the reality is that the internal dysfunction and unpredictable nature of this admin will impede most deals from ever making it out of an email chain.

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Full Newsletter: https://mailchi.mp/zeihan/dont-expect-many-trade-deals

What could have happened much, much further down the road (or even avoided given the right circumstances) is now in the headlines - the US is headed into a recession.

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Full Newsletter: https://mailchi.mp/zeihan/wait-the-recession-is-already-here

Here's a video I recorded while I was in New Zealand at the end of 2024. In this video, we cover a question that the US is still trying to answer - should the US maintain its presence in the Middle East?

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Full Newsletter: https://mailchi.mp/zeihan/should-the-us-stay-in-the-middle-east

Trump's endless tariff policies will likely hit just about every corner of the American economy, but the US housing industry is poised to take a devastating blow.

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Full Newsletter: https://mailchi.mp/zeihan/i-hope-you-didnt-want-to-buy-a-home

If you're like me, you've probably sat at your computer for hours on end, reading tons of articles, watching countless interviews, and you still have one question...Does Trump have any strategy at all?

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Full Newsletter: https://mailchi.mp/zeihan/is-trump-playing-4d-chess

The tariffs on China are now effectively 145% and penalties tied to Venezuelan oil could raise that to 170%. Trump's tariff policies are nearing the triple digits, so the level of uncertainty filling every board room is chilling.

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Full Newsletter: https://mailchi.mp/zeihan/of-tariffs-manufacturing-and-psas