Politics and Your Portfolio
I had fun chatting with David L. Bahnsen of The Bahnsen Group. David hosts a podcast on National Review with the...
Nobody Knows Anything, 2023 Polling Edition
I haven’t been paying much attention to the 2023 election cycle, other than getting annoyed at all the silly polls for next...
Interest Payments Are An Increasingly Large Part Of The US...
Source: Chartr We talked about this 2 weeks ago, but the nation missed a fantastic opportunity to refinance all of the...
Understanding Investing Regime Change
Last week, I mentioned the quarterly conference calls I do for clients of RWM, which led to a broad discussion of...
The Greatest Missed Opportunity of Our Lifetimes
The chart in this morning’s reads shows what it is going to cost to fund the interest payments on the federal debt....
Transcript: Gary Cohn
The transcript from this week’s, MiB: Gary Cohn, Director of the National Economic Council, President of Goldman Sachs,...
The Least Bad Choice
I have been watching various sentiment polls and Right/Wrong Track questionnaires with detached bemusement. Bemused because they...
Bulwark: Four Tests for America
Jonathan V. Last is the editor of The Bulwark, and previously was senior writer and digital editor at The Weekly Standard...
Foul Mood?
This week saw the release of the Fed’s big annual research report, Economic Well-Being of U.S. Households in 2022....
Getting So Much Better All the Time
A quick note before the 3-day holiday weekend consumes all: I was thumbing through the Oscar edition of a recent glossy mag...