Connecting the Dots, February 2020

US Capitalism Not Helping Itself

February 25, 2020

 “A specter is haunting American capitalists—the specter of Bernie Sanders.”

The Fed Wants Americans to Suffer

February 18, 2020

Last week, the Senate Banking Committee held a confirmation hearing for Judy Shelton, whom President Trump has nominated to the Federal Reserve Board.

Two Issues Will Drive Election and Economy

February 11, 2020

Allegedly smart people say the economy depends on the election and the election depends on the economy.

The Political Tail Risk No One Sees Coming

February 4, 2020

Many 2020 market forecasts say politics will be a key factor this year. The US is starkly divided between parties with radically different policy agendas.