Might Makes Right
“Right, as the world goes, is only in question between equals in power, while the strong do what they can […]
The AI Hail Mary
Over the past four decades, the level of public debt in the US has raised concerns periodically but has been […]
Disillusioned Generations
“Socialist governments traditionally do make a financial mess. They always run out of other people’s money.” — Margaret Thatcher, interview, […]
Our Dollar Our Problem
“The dollar is our currency, but it’s your problem.” Treasury Secretary John Connally, 1971. Over the past few months, […]
Third Quarter 2025 Market Outlook
Market Overview While the pace of change didn’t seem to slow down in the third quarter of 2025, the market […]
Time Waits for No Chairman
“Life punishes those who come too late” — Michail Gorbachev, October 1989 The human realm is filled with adverse conditions […]
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Monthly Market Insights
Might Makes Right
(December 2025)
The AI Hail Mary
(November 2025)
Our Dollar, Our Problem
(October 2025)
Print Baby Print
(July 2025)
The Triumph of Experience
(June 2025)
The Art of Retreat
(May 2025)
Tariffs Shall Set Us Free
(April 2025)
The DOGE Barks, The Economy Stalls
(March 2025)
The Return to Volatility
(February 2025)
The Human Factor
(January 2025)
