“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...
Welcome to this week’s edition of The Lonely Realist Week in Review. The past week saw major turbulence in global markets, driven by an escalating U.S.-led trade war that rattled investor confidence. Equities plunged worldwide – marking the worst week since 2020 for U.S. stocks...
Welcome to this week’s edition of The Lonely Realist Week in Review. It was a tumultuous week defined by high-stakes power plays at home and abroad. From an unprecedented diplomatic spat between the U.S. and a key ally over Greenland to aggressive moves by the...