DOGE-cession freakout

The zeitgeist is shrill, but what's it all for?

Things do not appear any more or less dicey than they’ve been, so why the freakouts?

• recapping the current-state of dicey (and the lack there of)

• freaking out about Temu & Shein (and looking for actual evidence of tariff-effects)

• freaking out about LMEs and ‘the most non-distress since Lehman’ (and looking for actual evidence of distress)

• steel prices, now that’s a thing

• a footnote missive on DOGE