3-Circle Investments by The Bear Traps Report
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China Just Outmaneuvered the U.S. — Again
Rare earths for AI chips: how Beijing turned the trade war into a quiet win
Jul 15
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Craig Shapiro
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3-Circle Investments by The Bear Traps Report
China Just Outmaneuvered the U.S. — Again
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Why I Write on Substack
Because most market commentary is either too slow, too noisy, or too shallow. I’m building something different — for people who need signal, not spin.
Jul 14
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Craig Shapiro
2
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3-Circle Investments by The Bear Traps Report
Why I Write on Substack
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The Illusion of Strength: How AI, the Fed, and the K-Shaped Economy Are Leaving America Behind
I.
Jul 10
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Craig Shapiro
4
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3-Circle Investments by The Bear Traps Report
The Illusion of Strength: How AI, the Fed, and the K-Shaped Economy Are Leaving America Behind
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The Boss Economy: How Trump Is Enforcing Inflation Discipline Through Power, Fear, and Favor
Trump isn’t fighting inflation with conventional policy.
Jul 7
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Craig Shapiro
4
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3-Circle Investments by The Bear Traps Report
The Boss Economy: How Trump Is Enforcing Inflation Discipline Through Power, Fear, and Favor
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The Federal Reserve’s Quiet Surrender: Jerome Powell and the New Mandate of Capital
What if the Federal Reserve no longer served the public?
Jul 5
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Craig Shapiro
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The Federal Reserve’s Quiet Surrender: Jerome Powell and the New Mandate of Capital
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The Great Transfer: How Bitcoin Will Demonize—and Then Demonetize—U.S. Housing
I.
Jul 3
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Craig Shapiro
2
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3-Circle Investments by The Bear Traps Report
The Great Transfer: How Bitcoin Will Demonize—and Then Demonetize—U.S. Housing
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Weaponized Scarcity: Rare Earths, Supply Chain Deterrence, and the New Geopolitical Gameboard
Executive Summary
Jul 1
•
Craig Shapiro
2
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3-Circle Investments by The Bear Traps Report
Weaponized Scarcity: Rare Earths, Supply Chain Deterrence, and the New Geopolitical Gameboard
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Soft QE, Hard Politics: Trump's Yield Curve Without a Compass
How the administration's revival of activist Treasury issuance risks reawakening inflation - with no credible anchor in sight.
Jul 1
•
Craig Shapiro
10
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3-Circle Investments by The Bear Traps Report
Soft QE, Hard Politics: Trump's Yield Curve Without a Compass
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Soft QE, Hard Politics: Trump's Yield Curve Without a Compass
How the administration’s revival of activist Treasury issuance risks reawakening inflation — with no credible anchor in sight.
Jul 1
•
Craig Shapiro
1
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3-Circle Investments by The Bear Traps Report
Soft QE, Hard Politics: Trump's Yield Curve Without a Compass
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June 2025
The Hidden Easing: Why the Treasury’s T-Bill Pivot Is Quietly Inflationary
What looks like fiscal prudence may actually be stealth monetary fuel—and the dollar could pay the price.
Jun 30
•
Craig Shapiro
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3-Circle Investments by The Bear Traps Report
The Hidden Easing: Why the Treasury’s T-Bill Pivot Is Quietly Inflationary
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The Great Housing Reset: Why unwinding the housing bubble could be the best thing for America
For decades, owning a home has been the cornerstone of the American Dream.
Jun 29
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Craig Shapiro
10
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3-Circle Investments by The Bear Traps Report
The Great Housing Reset: Why unwinding the housing bubble could be the best thing for America
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Deflation by Design: Washington’s Quiet Doctrine That Could Reshape Markets
Something big is happening in markets—and it’s not being announced in press conferences or Fed statements.
Jun 28
•
Craig Shapiro
4
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3-Circle Investments by The Bear Traps Report
Deflation by Design: Washington’s Quiet Doctrine That Could Reshape Markets
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