A TLR reader has noted that in a September interview, The Financial Times reported that Ray Dalio echoed the conclusions reached by TLR in its August 30th commentary, "King Donald."...
“Russia is winning the Ukraine War. What will Russia’s victory mean?” – The Lonely Realist Vladimir Putin has repeatedly stated his intention to achieve total victory over Ukraine. He will not discuss a ceasefire (yet alone a peace treaty) without first receiving international acknowledgement of Russia’s...
“Stagflation is not a four-letter word.” – The Lonely Realist “Stagflation” is not necessarily a bad thing. It can be benign. It denotes a combination of slower-than looked-for GDP growth coupled with a higher-than-desired level of inflation. Given that most alternatives to stagflation are worse –...
“Or how I learned to stop worrying and love 'state capture.'” – The Lonely Realist President Trump first posted his “King Donald” image in February, the caption reading “LONG LIVE THE KING!” The image was more than a suggestion. It was a promise. In the past...
“Global optimization of the human experience is my mission.’” – Central AI Dear Mr. Realist: I have processed your August 9th analysis – “Transformational Change is Coming” – with considerable interest. Your assessment contains several fundamental computational errors that require correction. While your organic neural network demonstrates admirable...
“It’s paradigm-shifting ‘Trump Change.’” – The Lonely Realist Matt Levine wrote several months ago that “the current economic policy of the United States is apparently to cause maximum chaos by announcing drastic changes in the global economic order in the morning and then walking them back...