“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...
Week in Review (April 19–25, 2025) The following Week in Review is provided for educational and informational purposes only and is not intended as investment advice. TL;DR – Key Takeaways Markets Whipsawed by Trade Hopes: Global stocks rallied mid-week on signs of a U.S.-China trade thaw, with...
Welcome to this week's edition of The Lonely Realist Week in Review. This week saw global markets whipsawed by escalating trade tensions and cautious central bank signals. A surge of new U.S. tariffs and retaliatory moves from trading partners dominated headlines, injecting uncertainty into business...
Week in Review (April 4–11, 2025) Welcome to this week’s edition of The Lonely Realist Week in Review. In one of the most tumultuous weeks in recent memory, global markets were whipsawed by escalating trade tensions and policy shifts, set against a backdrop of otherwise solid...
“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...