“The ‘Permabear interview’ is a challenge to Cassandra’s 2025 predictions.” – The Lonely Realist A year ago, Cassandra predicted that “the Fed will continue to follow an easing path and, although it will use tough-talk to temper over-exuberance, it will not tolerate a recession. With inflation...
“Voters expect change…, and change they will get.” – The Lonely Realist There are any number of ways in which the incoming Trump Administration will disrupt the status quo. Presidential Power. Domestically, Donald Trump will transform Federalism Federal power by greatly expanding the prerogatives of America’s Executive:...
"Despite a focus on cycles, TLR did not foresee the return of antisemitism.” – The Lonely Realist The very first TLR in February 2019 asked “Are we Experiencing a 1937 Redux?” Yes, we were are. The 2010s began another era of accelerating grievance fueled by the...
“What others now are saying is what TLR warned about years ago.” – The Lonely Realist In a recent opinion piece in Bloomberg, noted historian Niall Ferguson emphasized longstanding TLR themes, one of which is “the formation and consolidation of an Axis.” TLR readers witnessed the...
TLR earlier this week engaged in the following Q&A: Q: I understand, Mr. Realist, that you recently repeated that “Iran and Israel have been dancing with war for decades.” Could you explain what you meant? REALIST: Since the rise to power of Ayatollah Khomeini in 1979,...
“Defining Zionism.” – The Lonely Realist As Joe Biden told Prime Minister Benjamin Netanyahu last year and reiterated on Late Night with Seth Meyers in February: “I don’t believe you have to be a Jew to be a Zionist, and I am a Zionist.” He became...