Inflation & Interest Rates
Peter Boockvar’s tells the global story of government bond yields and prices.
Saving USFSM: The Fight Is Not Over
Our local university, serving more than 14,000 students, is again under attack in Sarasota.
Insider Trading Within Government
We have witnessed repeated reports of unusual transactions right before public announcements. This is NOT corporate insider trading. Is it government insider trading?
The RFK Jr. Health Recession, Part 5
We consider (1) what the US hantavirus outbreak response tells us about US readiness, (2) the consequential matter of public health messaging, and (3) the economic impacts of discouraging the treatment of depression and anxiety with SSRIs.
Hormuz Quick Take 5/6/2026
As this morning’s headlines suggest progress toward ending the Iran War, I reflect on the markets, a measure of hope, and the enduring problem of the IRGC.
Iran Blockade Strategy Considered
We compare the US blockade of the Strait of Hormuz with selected blockades from WWI to the present and identify some limits of using economic isolation in a war ceasefire scenario.
Stock Markets in War, Ceasefire, or Problematic Negotiations
Rapidly developing war-related negative sentiment sinks global stock markets. Then, a reversal and a powerful rally occur. The S&P makes a new high in record time. How to see this volatility? What I do with stock vol.
Nero’s Rome Burned; America Is Burning Now
Only a political ignoramus can ignore the burning up of the planet.
The Hormuz Siege
Is it a blockade or is it a siege? These are forms of war not usually examined by the current crop of younger financial market agents. We advise studying history of sieges and their connection to economics.
Utah Now the Epicenter of America’s Measles Epidemic
This is a quick note about Utah and the measles outbreak there. If your family is not vaxed, do you really want to take your children to Utah for a summer vacation?