Terrific Interview for Understanding Today’s Markets
Ed D’Agostino’s interview with Michael Howell, former director of research at Salomon Brothers, on global liquidity and asset markets is a must for any thoughtful investor. It’s an incisive discussion featuring great charts.
An After-Action Report from Camp Kotok 2025
Ukrainian soldiers are a citizen army trying to defend themselves and their families against tyranny and murder from Putin’s Russian thugs. We profile an effort to help, featured at Camp Kotok 2025.
The Coming ICE-Age Recession
Incoming data shows the damage to the US economy from ICE and Border Patrol activities. Recent activity in Charlotte, NC, provides a case study.
Proposed: A National Grid Modernization and Resilience Act (NGMRA)
As a starting point for discussion, I outline a proposal to fund the replacement and expansion of the US electrical grid without the federal government’s adding to the debt.
A Florida Report: Economy, Food, and Fishing
We tackle the sobering subject of Florida’s economy before turning to lighter fare — a review of Sarasota’s Don Luigi Restaurant for locals and visitors and a fishing report.
UMich Sentiment Survey — More Details
Long-time friends with decades of economic skills sent an additional observation about Tuesday’s commentary, and TLRWire has a follow-up discussion of the UMich Survey.
A Closer Look at University of Michigan Survey Data
TLR on the Economy helps us to answer a question about the well-known data series from the University of Michigan.
20 Days in Mariupol: Truth, Denial, and the Battle Over Narrative
I offer thoughts after seeing this documentary film with a gathering of about 100 people. Readers may freely share this commentary with others.
Argentina Again!
Argentina has defaulted 6 times since 1951, is #7 in the works? Or will another default be avoided?
Will the US Dollar Get Stronger?
We use two charts to illustrate the foreign currency versus dollar question. Will history repeat?