In Florida, Culture-War Politics Leave Collateral Damage
Even as wide swathes of American life have fallen victim to culture wars, higher education was seen as immune. Until now.
Interview with Chris Whalen — “David Kotok: Gold & US Credit Default Swaps in Euro”
Chris Whalen and I talked at some length recently about what US credit default swaps denominated in the euro can tell us about default risk and whether it’s a good idea now to hold some gold.
Size Matters — Or Does It?
Companies the size of SpaceX or Nvidia can move entire indices. What are the practical and psychological implications of enormous scale for investors?
Strategic Petroleum Reserve Status
TLR has provided a critical and objective research analysis of the Strategic Petroleum Reserve. We have permission to share it.
Hormuz: The War Heats Up
A quick note after reviewing the events of recent strikes on Iran by the United States. We’re attaching a July 17th note which described, and we’ve excerpted from it, some of the targets.
The Phillips Curve and Kevin Warsh’s Task Forces
Fed Chairman Warsh has announced excellent task force appointments, in my opinion. What models will they consider? Today we will talk about one of them — the Phillips Curve.
Readers Write: Disability Benefits for Veterans and Social Security Tax Reform
In response to recent KR commentaries regarding Social Security and Social Security disability benefits funding, two highly qualified readers weighed in with more food for thought.
Middle East Peace: Fantasy or Possibility? Part 3
This Sunday, we examine the half century that followed the creation of Israel in 1948, as conflicts flared and efforts to forge peace fizzled.
Social Security Trust Fund Question
An astute reader asked how much money is involved with the Social Security Trust Fund shortfall.
HEAT
We look at how planetary heat presents challenges for human health, farming, governments, market agents, and more.