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The Chokepoint Risk

Edward Fishman's Chokepoints thesis explains the dynamic: geopolitical leverage concentrates not in reserves, but in…

Even Democratic Socialists Don't Like Red Tape

Mamdani's plan would reduce permits, licensing fees, and regulatory hurdles, even as his broader economic agenda…

Don't Worry, (There's Lots of Reasons To) Be Happy!

A few under the radar things that suggest that maybe things aren't as bad as we've been told.

Trade Deficit Derangement Syndrome

Trump isn't the first to suffer from it.

China's Moment of Weakness Is America's Opening

Economic decay and America’s strategic opening.

More Money, More Problems

It is not often that markets punish companies for making too much money. But that’s been the fate of memory chip…

Our 2nd Quarter Market Outlook

A Mid-Year Money Checkup

In financial planning, we can use another calendar event as a similar reminder to perform a quick financial checkup:…

Why International Stocks Are Having a Strong Year

There are good reasons to continue to invest globally this year, but look beyond emerging-market AI stocks.

The Myth of the Free-Riding Billionaire

In her new book, Ray Madoff argues that America's wealthiest exploit the tax code at the public's expense. But her…

China's Threat To World Economic Growth

Anyone doubting that China’s economic growth model is running out of steam has not been paying attention.

San Francisco Balanced Budget Offers Cautious Optimism

San Francisco has a balanced budget deal. And Mayor Daniel Lurie has taken another step toward the recovery of one of…

Tariff Lobbying Report Q2 2026 | AAF

President Trump’s still-evolving tariff policies fuel K Street profits while American families pay the price.

What Would Happen If the Fed Raised Rates?

Mayor Mamdani's Endless War on New York City Landlords

The Rental Ripoff Hearing Report’s recommendations would harm the private rental housing sector New York City needs to…

Is America Ruled By An Oligarchy?

Any time you hear claims about American government, a sanity-inducing response is to ask whether they also are true of…

Worst. Negotiators. Ever.

The Trump administration continues to overplay its hand and agree to shitty deals.

LIV Golf Circling The Toilet From Whence It Sprung

LIV Golf’s honchos, the poor suckers, are still out there scrambling around, looking for investors to keep their…

Valuations Are High - Should You Sell?

Valuations are high so what do you do?

AAII Bullish Sentiment is Swinging Wildly

The weekly sentiment survey from the American Association of Individual Investors, or AAII, fell sharply from one of…

Scott Atlas Paints Unrecognizable Portrait of U.S. Devastation

“These kids today” is as old as the United States. It’s something to keep in mind as Hoover Institution senior fellow…

Energy Is The Exposed Flank of Europe's Rearmament

Europe needs to start treating energy like the defense investment it really is.

The AI Revolution Is Here, & Progressives Want to Reverse It

Once technology has proved its usefulness, it is not willingly abandoned. Throughout history, this lesson has proved…

Trump & the Supreme Court Win One For the Constitution

One of the most significant Supreme Court decisions issued this term gives President Trump the ability to tell…

An Outsider's Take on the American Jewish Vote

I spent the first 15 years of my life under communism, the next 15 years in Israel, and since the end of 1976 had an…

Inept Russia Sanctions Will Harm You, Will Not Stop Putin

This new Russia sanctions bill could impose 500% tariffs and cost Americans half a trillion dollars, targeting 40% of…

FCC To Unleash An Economic Boom, Thanks To Trump Tax Bill

Restoring the FCC’s authority to auction spectrum licenses was one of the many fantastic provisions of the OBBBA that…

Structural Shifts Demand New Central Bank Mindset

While the primary objective of most central banks — maintaining price stability — remains unchanged, the post-pandemic…

Treasuries Flash a Warning Sign for Homebuyers

Here's why.

Here's Some of What Wealth Tax Advocates Don't Get

I grew up in McCook, Nebraska, where I learned early that working the land is a tough business. A farm’s worth goes up…

Gen Z Fell Out of Love With Work. I Don't Blame Them

When I was a teenager, I dreamed of a better life. I grew up in an apartment where mice darted through waist-high…

There Are No Sure Fire, Can't Miss Mkt Indicators

All About The AI? It's an AI stock world and all the other stocks are just living in it, right? That is the persistent…

Why The Fed Must Explain What It's Doing & Why

Independence, inflation, and communication

When the Headline Fades, Liquidity Bites

Can You Trust Your AI Agent To Vet Other AI Agents?

How do you know who to trust when there's so much fraud going on?

Artificial Intelligence and The Engels Pause

Politics could be a bigger constraint than power and compute

Government Interference Could Stall AI Development

The pro-AI movement is splintering over a defining question: whether national security concerns outweigh the need to…

CA Wealth Tax: Accountant's Dream, Economist's Torment

The California Billionaire Tax Act has qualified for the November 2026 ballot, promising a significant cash windfall…

The National Debt Is a Loud Tell That the U.S. Isn't "Printing"

No one buys, sells, borrows, or lends with “money.” Production buys and sells production, while borrowing and lending…

We're About to Hand Our Best Founders To Rivals

On June 17, the White House cleared the final regulatory checkpoint for a Department of Homeland Security rule that…

The Expansive Meaning of Creating Jet Engines More Rapidly

Vik Bajaj, the co-CEO of Jeff Bezos’s new venture Prometheus, said something recently in an interview with the New…

Chauffeur Knowledge

Charlie Munger on Max Planck.

With Housing, Don't Fall for the Private Equity Myth

Picture the villain of America’s housing crisis: a faceless Wall Street firm, dispatching agents to outbid young…

5 Things You Need to Know About RMDs This Year

From bigger withdrawal amounts to smart tax and portfolio moves, these RMD developments are worth a closer look.

The Generational Force Hollowing Out the Economy

We are witnessing one of the largest peacetime mobilizations of capital in modern American history. Topping $1…

Are Bond Yields Moving on Political Uncertainty?

T’was a busy week for UK politics last week, with Prime Minister Keir Starmer resigning, now-former Manchester Mayor…

Big, Bright Ideas Have Always Thrived In Land of Free

Starting with the first US patent in 1790, our country’s uniquely democratic approach to intellectual property set off…

How A Master Con Man Took Investors For $50 Million

He recorded himself ripping off investors and used it to train his salespeople.

The Demise of Real Neighborhoods: A Story of Finance

America’s neighborhoods were once beautiful, unique, dense, and scaled for a communal life on foot. What happened?

Is the United States Launching New Age of Nuclear Power?

Trump administration wants to build 10 new reactors