Risk & Opportunity

A quarterly political and economic newsletter published by Michael Cuddehe

The objective of R&O is to provide social, political and economic commentary on developments that impact the trajectory of our society from the perspective of the marketplace. Special emphasis is given to long-term structural and systemic issues.


Donald Trump – The Chaos President

This has been a difficult letter to write. The turbulence unleashed by the election of Donald Trump has continued unabated. The belligerent torrent of attack tweets and “alternative facts” emanating daily from the White House leaves one wondering how this could happen in America, and what will become of us. The news has become all Trump, all the time, and virtually all of it negative, creating an ongoing and pervasive sense of instability and crisis.

Unknown is how much of the spectacle is theater, how much is mental instability and/or incompetence, and how much is deliberate distraction. ... more

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