Many thanks to everybody who replied last week with feedback about the optimal length of this newsletter. You are all fabulous and wonderful people, and your opinions have been heard.
This week's installment is 1,680 words, and there’s a lot in here: trade wars, the inverted yield curve, rare earths, the retailpocalypse, the geopolitics of car mergers, the eleemosynary predilections of MacKenzie Bezos, and more.
- After you've read this, I hope you'll find time to watch Axios' Jonathan Swan ask Jared Kushner what he sees in the murderous crown prince of Saudi Arabia. The premiere of the second season of "Axios on HBO" airs at 6 pm ET tonight.