“De-dollarization happens slowly…, then all at once.” – The Lonely Realist TLR was struck by Cassandra’s observation last week that because Europe now is pursuing an overhauled “Europe First” strategy (notably with respect to defense manufacturing and strategic materials) to compete with Trump 2.0’s “America First,”...
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...
“Has the Trump Administration engineered a recession?” – The Lonely Realist President Trump is waging all-out war on the Federal bureaucracy, on America’s trade partners, and on America’s NATO allies. The execution of Trump 2.0 policies has created uncertainties that make business planning hazardous, and America’s...
TLR Week in Review: March 14, 2025 Sponsored research brought to you by Centennial Quantitative Welcome to this week’s edition of The Lonely Realist Week in Review. In a week defined by high-stakes political brinkmanship and fiscal uncertainty, U.S. markets have been rocked by a flurry of...
“Does the Democratic Party Have a Future?” – The Lonely Realist James Carville, the Democratic Party’s uber-strategist, recently published an editorial in the New York Times that sets out his plan for Democratic Party success. Sadly, his proposals repeat the mistakes that have bedeviled voters Democrats for...