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Current Commentary

Stay up to date on current financial events and commentary with our weekly blogs.

The Aftermath Economy Thumbnail

The Aftermath Economy

The Aftermath Economy. We will forever believe that locking down the economy for COVID-19 was a massive mistake. In other words, the US enters the decades ahead with more debt, less spending power, an undereducated population, and less petroleum put aside for national defense. The US has made the future riskier.

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The Last Hurrah? Thumbnail

The Last Hurrah?

The Last Hurrah? An economic storm is coming. The sun is still shining today, but, with almost all the net growth in Q3 coming from the trade sector, the clouds are forming on the horizon.

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How About More Freedom? Thumbnail

How About More Freedom?

How About More Freedom? In our view, we are still suffering from three major policy mistakes. First, running an overly loose monetary policy. Second, handing out too many government checks, which allowed American consumers to borrow from future production and spend more in the past two years than they would have if no pandemic had ever occurred. And third, shutting down many parts of the economy through government mandates at multiple levels.

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We're Not Already in a Recession! Thumbnail

We're Not Already in a Recession!

We're Not Already in a Recession! When it comes,... we expect something like the recessions in 1990-91 or 2001, when the unemployment rate went up about 2.0 to 2.5 percentage points, not like the soaring unemployment of the Great Recession or the 2020 Lockdown.

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