Middle East Peace: Fantasy or Possibility? Part 2
In this Part 2 of this series, we examine the period leading up to the founding of the State of Israel.
Middle East Peace: Fantasy or Possibility? Part 1
If President Donald Trump can bring about a durable peace in the Middle East, he will have accomplished a remarkable feat (miracle?). IMO, it will take rendering Iran’s IRGC impotent to achieve that outcome.
Is Kinetic Satellite Warfare Coming?
Verified news reports about Russian satellite maneuvers trigger this question.
Inflation Troubles, Now & Ahead
We look “under the hood” at the recent Producer Price Index report (BLS release, May 13) and don’t like what we see.
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.