The Lonely Realist is pleased to present the following guest commentary. The views expressed below are those of the author and not those of TLR and the following commentary has not been edited or approved by TLR: "It is not the strongest of the species that...
“Those who ran America for the past four years were the group of ‘counselors’ Joe Biden appointed in 2020, each of whom remained in a position-of-power throughout the Biden Presidency.” – The Lonely Realist A recent Peggy Noonan article in the Wall Street Journal, “The President...
“The 2025 'Word of the Year' is 'volatility'.” – The Lonely Realist As highlighted in last week’s TLR, America is looking forward to an economically and politically volatile 2025. More extreme volatility can be expected internationally. Although many disagree with Ray Dalio's forecast of geopolitical (and economic)...
“2024 was a volatile year. What are the domestic prospects for 2025?” – The Lonely Realist The Optimists: Perhaps Cassandra will be right: “The Fed will continue to cut interest rates well into 2025, driving GDP and stock market prices higher. America’s corporations have seen their...
“Like a broken clock, permabears are right once every cycle.” – Cassandra Last week’s TLR provided a compilation of permabear pretexts that led one reader to highlight an interview from Moneywise in which Mark Spitznagel, chief investment officer of Universa Investments, insisted that the “worst market...