From the GIC: “The Dollar and Continued US Exceptionalism”
Pondering the future of the US dollar? This one-day Global Interdependence Center conference is for you.
Is 2026 a Lame Duck Year?
Are winds blowing in our face or from our backs? Presidential lame duck status has an economic characteristic. And, in 2026, there’s a twist.
Gold!
Recently I gave a talk about the history and the future of gold. Watch the talk or read the transcript.
Venezuela, Cuba, Trump Corollary (The New Monroe Doctrine?)
Three recommended reports on the Venezuelan tanker provided perspective that included generally overlooked details worth knowing about, IMO.
The Coming RFK Jr. Health Recession: Part 2
I discuss RFK Jr.-aligned state health policy and its ramifications in Florida, the state where I live.
My Central Bank Central Interview: Insights Ahead of Expected Rate Cut
With Kathleen Hays on Central Bank Central yesterday, I discussed the expected rate cut, a divided Fed’s choices, inflation’s likely trending higher, policy shocks, Trump-o-nomics, the labor force, the bond market, the Fed’s critical job of maintaining financial stability, and the dollar. Join us!
The Coming RFK Jr Health Recession: Part 1
In Part 1 of this series, we consider the public health and economic implications of vaccine policy and falling vaccination rates.
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.