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Jon Markman

Jon Markman

Pulitzer-Prize Winner (2) and
Chief Investment Researcher

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The Big Bad Wolf and The Three Little Pigs of Global Trade

Discover tariffs, tales, market truths, and why 2025 isn’t the year for another big decline.

The Big Bad Wolf (1)

A Fable for the Modern Economy

What do Canada, Mexico, and China have in common? They’re the three little pigs of global trade, and President Trump is playing the role of the Big Bad Wolf.

Using the timeless story as an analogy, this eye-opening report reveals:

  • Which countries are most vulnerable to U.S. tariffs
  • Why China’s house of bricks is built to last
  • How markets are staying strong despite political turbulence
  • Why investors may be underestimating the upside ahead