Economic Analysis

Recession: Are We There Yet?

Thoughts from the Frontline

February 22, 2019

An old joke says economists predicted 15 of the last 10 recessions. In other words, they’re frequently wrong and often too pessimistic.

How we’ll collect 4.1% disruption-proof dividends


February 18, 2019

Last summer on a Friday in late June, 33,000 Americans lost their jobs.

Modern Monetary Madness

Thoughts from the Frontline

February 15, 2019

More than 10 years ago some Australian readers begin regaling me with the ideas of economist Bill Mitchell of the University of Newcastle in New South Wales. He was teaching about something he called (and he coined the term) Modern Monetary Theory. I looked into it and fairly quickly dismissed it as silly. Actually printing money as an economic policy? Get serious.

How to safely profit from the mother of all disruptions


February 11, 2019

What has been the most financially disruptive event of this century?

Capitalism Without Competition

Thoughts from the Frontline

February 8, 2019

The Soviet Union’s collapse and spread of semi-free markets through Eastern Europe seemingly ended the socialism vs. capitalism argument. Capitalism had won. Collectivist economies everywhere began turning free. Even communist China adopted a form of free market capitalism although, as they say, with “Chinese characteristics.”

Meet the invisible watchdog who’s keeping you safe


February 4, 2019

Today I’m going to tell you about the most important little company you’ve never heard of.

What Should We Then Expect (From Investing)?

Thoughts from the Frontline

February 1, 2019

“Plans are worthless, but planning is everything.”

—US President Dwight D. Eisenhower

The brilliant guy who tricked an emperor


January 28, 2019

Have you heard the story of the brilliant guy who invented chess?

How Should We Then Invest?

Thoughts from the Frontline

January 25, 2019

"To be absolutely certain about something, one must know everything or nothing about it."

The End of Apple


January 21, 2019

“Oh man, that’s almost a month’s rent for me…”