“Modern economies have a love affair with inflation.” – The Lonely Realist For some, inflation is a bad thing. For others, it’s a good thing. Whatever its impact, inflation is a modern fact of life and its future today seems … bright. Inflation generally is viewed as...
“Or a new beginning?” “What is the evolutionary destiny of homo sapiens?” – The Lonely Realist The question of humanity’s future has been the subject of intense philosophical discourse. Some believe they now have the answer. The biblically-inclined have long believed in man’s afterlife, God’s reward for a...
“The only difference between death and taxes is that death doesn’t get worse every time Congress meets.” – Will Rogers The American government is running a $2 trillion annual deficit. Perfunctory efforts at budget cutting, whether by DOGE or the President or Congress or through Federal...
“It’s about ‘Fortress America’…, and much more.” – The Lonely Realist Hypothesis: Both Donald Trump and Xi Jinping understand that the Thucydides Trap would represent a disastrous outcome for each country. President Trump appreciates that a Thucydides outcome would be inevitable should America continue its efforts...
“The Iran War has strengthened the Islamic Republic…, or has it?” – The Lonely Realist President Trump announced on May 23rd that a “PEACE Agreement” with Iran “has been largely negotiated” and that the details would be “announced shortly.” It hasn’t happened (yet?). Although the President...
“Buy the dips?” – The Lonely Realist Did you sell the rally at the stock market's recent high on May 14? Are you going to follow the adage of “selling in May and going away”? Or are you instead a long-term stock market investor who sees...