TLR Week in Review: March 14, 2025 Sponsored research brought to you by Centennial Quantitative Welcome to this week’s edition of The Lonely Realist Week in Review. In a week defined by high-stakes political brinkmanship and fiscal uncertainty, U.S. markets have been rocked by a flurry of...
TLR Week in Review: March 7, 2025 Sponsored research brought to you by Centennial Quantitative Welcome to this week’s edition of The Lonely Realist Week in Review. Markets have faced another round of turbulence, triggered by shifting tariff policies, renewed anxieties about the global economy, and evolving...
“Is duck-and-cover the safest course for the combination of Trump 2.0 and DeepSeek?” – The Lonely Realist For those who scoffed at the possibility of a second American revolution, welcome to Trump 2.0. For those who disbelieved Candidate Trump’s promises, welcome to sudden, radical changes to...
“2024 was a volatile year. What are the domestic prospects for 2025?” – The Lonely Realist The Optimists: Perhaps Cassandra will be right: “The Fed will continue to cut interest rates well into 2025, driving GDP and stock market prices higher. America’s corporations have seen their...
“Fear and greed cut two ways.” – The Lonely Realist The predictions Cassandra made two years ago were prescient. She said that the Fed’s successful management of America’s economy has proven it to be “a highly capable economic general [whose] creative policies avoided depression following the...