The Frontier Curator

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Peter St Onge Podcast

3 episodes this week

Mar 9, 2026

The US strike on Iran's leadership was a strategic economic blow to China, which was buying 90% of Iran's sanctioned oil at a steep discount.
By removing Iran and Venezuela as sources of cheap oil, Trump forces China to bid for more expensive Russian supply, while potentially driving India and Europe to buy American.
The move signals a shift from wanting a weak dollar for exports to needing a strong dollar to finance massive deficits, aligning with 'petrodollar defense' theories.

Mar 2, 2026

The Supreme Court ruled Trump cannot impose tariffs under the 1977 International Emergency Economic Powers Act, but left four other trade laws untouched, allowing immediate reconstruction of trade barriers under different legal authorities.
The decision exposes taxpayers to a potential $300 billion refund liability that would dump straight onto the federal deficit, while affirming presidential power to block trade via embargos, quotas, and licensing fees that function identically to tariffs.
Fourth-quarter GDP grew at a 3.5% clip once controlling for government shutdown distortions, driven by reshoring investment and AI infrastructure, while Congress moves on housing affordability after years of gridlock.

Feb 23, 2026