Articles

  • 1 month ago | theehedge.substack.com | Alexandra Scaggs

    Looks like American breakfast isn’t saved after all. Sorry everybody!I reported on declining egg prices for FT Alphaville this month. This was a fun story, because a big jump in US imports from Turkey and Mexico helped drive at least some of the decline. It also landed right as the White House (briefly) decided to slap super-high tariffs on a bunch of stuff, including food products that can’t really be grown here. Egg prices did fall, so the story wasn’t wrong.

  • 1 month ago | theehedge.substack.com | Alexandra Scaggs

    Remember in the first Trump Administration when policymakers spent lots of time talking about multinational companies’ giant cash hoards that were supposedly “trapped overseas”? (But managed out of Nevada?)While they’re smaller than they used to be, BigTech companies still have them. Thanks for reading The Hedge! Subscribe for free to receive new posts and support my work. Changes in tax law were supposed to encourage companies to “bring back… profits”, whatever that would entail.

  • 1 month ago | theehedge.substack.com | Alexandra Scaggs

    Markets: They’re in crisis!! Again!! I’ve covered plenty of financial-market messes, and this one is the weirdest by far. So let’s unpack what’s happened since “Liberation Day”, when the Trump Administration unveiled a baffling round of tariffs that managed to piss off almost every single trading partner. The bad news is the market’s response does probably matter for you. Thanks for reading The Hedge! Subscribe for free to receive new posts and support my work.

  • 1 month ago | ft.com | Alexandra Scaggs

    Dear Bond Vigilantes, As a great man once said: “I owe you an apology.

  • 1 month ago | ft.com | Alexandra Scaggs

    Hahahahaha OK then!!!! For the next 90 days, the US will impose 10-per-cent universal tariffs instead of the “reciprocal” tariffs...

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alexandra scaggs
alexandra scaggs @alexandrascaggs
14 May 25

RT @willmenaker: At the risk of blowing all my credibility as a jaded, contrarian critic and public intellectual, honesty compels to me to…

alexandra scaggs
alexandra scaggs @alexandrascaggs
14 May 25

?????

Aric Toler
Aric Toler @AricToler

I can't stop reading the Grok reply page. It's going schizo and can't stop talking about white genocide in South Africa. https://t.co/Y7IQonCkiG https://t.co/XdSLTW8tD5

alexandra scaggs
alexandra scaggs @alexandrascaggs
14 May 25

that’s right ……… the poasting pope

Pope Leo XIV
Pope Leo XIV @Pontifex

War is never inevitable. Weapons can and must fall silent, for they never solve problems but only intensify them. Those who sow peace will endure throughout history, not those who reap victims. Others are not enemies to hate but human beings with whom to speak.