“Are all lights green for Trump 2.0?” – The Lonely Realist The government shutdown is over. The Democrats folded their cards, ending the longest government shutdown in American history. It was another Trump triumph…, and another Democratic Party loss, a reminder that there is no cohesive...
“That is, investment timing is everything…, except over the past decade and a half when ‘buying the dip’ has been all the 'timing' needed.” – The Lonely Realist [“Timing is Everything” was written earlier this week, before “the dip.” Did you or will you be buying this...
“America has become the poster child for creeping socialism.” – The Lonely Realist There is no such thing as “State capitalism.” That’s a term invented to put a positive spin on State control of markets and industries – in other words, it’s a code-phrase for socialism....
“China’s advantages in the production and refinement of rare earth elements are significant.” – The Lonely Realist TLR this week received a number of emails disagreeing with TLR's assertion in last week's commentary that China’s virtual monopoly over rare earth elements – that is, its 70% share...
“ETFs and rare earths (and even soyabeans) are economic weapons.” – The Lonely Realist An ETF is a public investment fund that trades on stock exchanges in the same way as a single stock (and with more liquidity than a mutual fund). An exchange traded fund...
“We are witnessing de-dollarization. Are we nearing a finale?” – The Lonely Realist A Dollar is “fiat currency,” a piece of paper. It has no intrinsic value. People believe in it because they have faith in America's economic and foreign policies, its judicial system, its Constitution,...