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    Week in Review

    Edward Meir's week in review and thoughts for the week of May 11, 2026

    Written by Edward Meir


    Over the last week, investors started to discount the possibility that the war in the Persian Gulf may be coming to an end.

    Axios reported last Monday that the two sides were “edging towards a limited temporary agreement” where Iran would agree to an enrichment moratorium and, in exchange, the US would release some funds and end sanctions. Both sides would take steps to free up shipping through the Strait of Hormuz as well.

    Edward Meir

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    Edward Meir’s week in review and thoughts for the week of Aug. 24, 2026

    The breakdown in the US-Canada talks underscores one of the least talked about problems with tariffs. Imposing them is relatively easy (provided they are not overturned by the courts). But when it comes to removing them? A number of industries have grown accustomed to the protection tariffs afford. They will fight tooth and nail to keep them in place. Politicians usually buckle under this backlash, and we suspect this is what happened here.