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.
“The only difference between death and taxes is that death doesn’t get worse every time Congress meets.” – Will RogersLoading the Elevenlabs Text to Speech AudioNative Player... The American government is running a $2 trillion annual deficit. Perfunctory efforts at budget cutting, whether by DOGE...
Consistent with two of TLR’s themes over the past 7 years, beginning with April 2019’s “Red Storm Rising” and June 2019’s “What is Money” and including the recent “What ‘America First’ Means to Allies and Enemies” and “Will the Dollar Surrender its Reserve Currency Crown?,”...
“It’s about ‘Fortress America’…, and much more.” – The Lonely RealistLoading the Elevenlabs Text to Speech AudioNative Player... Hypothesis: Both Donald Trump and Xi Jinping understand that the Thucydides Trap would represent a disastrous outcome for each country. President Trump appreciates that a Thucydides outcome...
“Because Strategy, Inc. is a significant investor in Bitcoin, Bitcoin’s price is being adversely affected by Strategy, Inc.’s price.” – The Lonely RealistLoading the Elevenlabs Text to Speech AudioNative Player... TLR wrote in December 2021 about “Bitcon,” using a label intended to highlight what at...
The First Amendment of the U.S. Constitution precludes the government from abridging Americans’ right to speak freely. By guaranteeing a broadly protected – and uniquely American – freedom of speech, the Constitution provides an essential base upon which America’s democratic society has thrived through the
The Central Bankers’ DilemmaLoading the Elevenlabs Text to Speech AudioNative Player… On March 30th, the Federal Reserve announced that it does not intend to increase interest rates in 2019. It has put its Quantitative Tightening (QT) program on indefinite hold. Recall that it was only
“Never bet against a stock index.” – The Lonely RealistLoading the Elevenlabs Text to Speech AudioNative Player… America’s stock markets have been on a tear for the past 15 years. The S&P 500 index, down below 700 in March 2009, now is cresting 5,300, having
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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.
