05 Jul

Posted at 12:04h in Business, Economics, Foreign Policy, General, International Relations, Law, Politics, Society

“How to measure Trump Administration success?” – The Lonely Realist The Lonely Realist recently received emails from two readers heaping praise on President Trump: “America now has secure borders; America has instituted mass deportations of criminal illegals; The stock market is at an all time high; Inflation is low; Energy prices...

21 Jun

Posted at 12:23h in Economics, Politics, Society

“Is a crash inevitable? Is the only question ‘When?'” – The Lonely Realist Ray Dalio recently wrote about the difficulties with “The U.S. Government’s Situation”: “[I]magine that you are running a big business called the U.S. government…. The [U.S. government’s] total revenue this year will be about...

10 May

Posted at 12:13h in Economics, International Relations, Society

“Cassandra is predicting a worsening recession.” – The Lonely Realist TLR this week received the following letter from Cassandra (ED NOTE: a reminder that nothing in TLR is investment advice): "Dear Mr. Realist: I’m writing as a follow-up to our March discussion in which I warned that recession...

05 Apr

Posted at 12:41h in Economics, Politics, Social, Society

“Is American exceptionalism grounded in meritocratic capitalism or pluralistic diversity, equity and inclusion…, or both?” – The Lonely Realist Meritocratic success has defined America for more than 200 years...

29 Mar

Posted at 12:12h in Economics, Society

“De-dollarization happens slowly…, then all at once.” – The Lonely Realist TLR was struck by Cassandra’s observation last week that because Europe now is pursuing an overhauled “Europe First” strategy (notably with respect to defense manufacturing and strategic materials) to compete with Trump 2.0’s “America First,”...

22 Mar

Posted at 12:05h in Economics, General, Society

“Has the Trump Administration engineered a recession?” – The Lonely Realist President Trump is waging all-out war on the Federal bureaucracy, on America’s trade partners, and on America’s NATO allies. The execution of Trump 2.0 policies has created uncertainties that make business planning hazardous, and America’s...