Markets Discussion Series Part 4 – Role of the US Dollar
Amid spirited discussion regarding the weakness of the US dollar, one chart clarifies the size of the USD’s role in the global economy.
Guest Post: Michael Drury on Markets and Economics
Trump is negotiating his tariff objectives with the markets, Drury concludes, offering an excellent assessment of the current economic outlook.
DOGE — Is It Dead, or Deadly?
Cutting spending intelligently is not easy. DOGE cuts RAISE disaster risks AS Trump 2.0 spending priorities balloon the deficit.
Markets Discussion Part 3: 10yr T-note Yield vs US Dollar
How do Trump tariffs correlate with the trajectory of the US dollar? Time will clarify.
Markets Discussion Series Part 2 – Composition of Debt
As the federal debt-to-GDP ratio is set to soar, is it federal debt to GDP or total debt to GDP that counts?
The Fed and Rick Scott
Senator Rick Scott has attacked the Fed. Reader can decide — truth, fiction, or political hyperbole? We supply relevant facts.
Markets Discussion Series Part 1: Vol Shocks
Volatility trends since the Great Financial Crisis indicate that old assumptions may not be reliable.
COVID, Vax, RFK Jr.—What’s Next?
Public health policy changes have enormous implications, including economic ones.
The Bull Case?
There is a possible bullish stock market case for the Trump tariffs and other policy outcomes. Here’s a scenario; it’s not a forecast.
Healthcare in America
Does the healthcare sector go from growing to shrinking? Does it get better or worse?