“The Trump Revolution continues.” – The Lonely Realist TLR’s focus throughout 2025 has been on the range of existential problems complex issues facing America. These concerns were challenged by TLR’s imaginary mythical prophetess Cassandra in TLR’s December 6th commentary. She reasoned that Trump 2.0 has been executing...
“How did TLR do?” – The Lonely Realist TLR conveyed its perspective for 2025 shortly after Election Day in “Trumpian Disruptions.” Domestically, TLR predicted that “Donald Trump will transform Federal power by greatly expanding the prerogatives of America’s Executive [in reliance on the ‘unitary executive theory’ articulated...
“The risk of a doomsday event is rising.” – The Lonely Realist In January, the Bulletin of Atomic Scientists moved the second hand on The Doomsday Clock forward from 1 minute and 30 seconds before midnight to 1 minute and 29 seconds before midnight. Can there...
“China’s advantages in the production and refinement of rare earth elements are significant.” – The Lonely Realist TLR this week received a number of emails disagreeing with TLR's assertion in last week's commentary that China’s virtual monopoly over rare earth elements – that is, its 70% share...
“ETFs and rare earths (and even soyabeans) are economic weapons.” – The Lonely Realist An ETF is a public investment fund that trades on stock exchanges in the same way as a single stock (and with more liquidity than a mutual fund). An exchange traded fund...
“We are witnessing de-dollarization. Are we nearing a finale?” – The Lonely Realist A Dollar is “fiat currency,” a piece of paper. It has no intrinsic value. People believe in it because they have faith in America's economic and foreign policies, its judicial system, its Constitution,...