The Lonely Realist is a bridge across the partisan gap, raising questions and making pointed observations about politics, economics, international relations and the markets. Its goal is to raise awareness and inspire thought on controversial issues that impact America and Americans, highlighting issues that should be, but rarely are, the focus of bipartisan discussion.
In seeking to promote dialogue, The Lonely Realist is not an advocate of conclusions or remedies. To the extent perceived biases leak into these pages, as they sometimes do, please ignore them. They are inadvertent missteps.
“There is and will be further collateral damage from the Iran War.” – The Lonely RealistLoading the Elevenlabs Text to Speech AudioNative Player... We are 7 weeks into the Iran War and markets have been soaring. even more so following comments made by President Trump...
“Three quarters of the factors on which action in war is based are wrapped in a fog of greater or lesser uncertainty.” – Carl von Clausewitz “Beware the ‘fog of war.’” – The Lonely RealistLoading the Elevenlabs Text to Speech AudioNative Player... When asked in...
“Hope for the best, but plan for the worst.” – The Lonely RealistLoading the Elevenlabs Text to Speech AudioNative Player... Today’s TLR continues to analyze the potential economic fallout from the Iran War by assessing the consequences of two “what if” possibilities: What if (1)...
“History doesn’t repeat itself, but it often rhymes.” – attributed to Mark TwainLoading the Elevenlabs Text to Speech AudioNative Player... TLR earlier this month addressed three possible outcomes for the Iran War. The first is the one sought by America and its allies: America and Israel...
“With stocks priced to perfection, America’s love affair with equities may be waning. Are there attractive alternatives?” – The Lonely RealistLoading the Elevenlabs Text to Speech AudioNative Player… As TLR noted this past May, the Federal Reserve has the ability to deflate inflationary excess …,
“Are all lights green for Trump 2.0?” – The Lonely RealistLoading the Elevenlabs Text to Speech AudioNative Player… The government shutdown is over. The Democrats folded their cards, ending the longest government shutdown in American history. It was another Trump triumph…, and another Democratic Party
“Not for some time.” – The Lonely RealistLoading the Elevenlabs Text to Speech AudioNative Player… What is a “Dalio Moment”? Ray Dalio is a leading proponent of cycle theory. His book, Principles for Dealing with the Changing World Order, predicts an unhappy end to the
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William (Bill) Natbony is The Lonely Realist, its author and originator. The opinions expressed in TLR are solely Bill’s opinions, have not been edited or reviewed, and do not reflect the views or opinions or any other person.
