Economic Analysis

Trump Opened the 5G Money Spigots… Are You Ready?


February 24, 2020

America’s 5G rollout just hit a stunning milestone...

Why Americans Want Socialism

Thoughts from the Frontline

February 21, 2020

As I write this, a self-proclaimed “democratic socialist” is leading the race for one of our major parties’ presidential nomination. The fact that so many Americans (especially young Americans) support Bernie Sanders ought to tell us something. A Quinnipiac poll out this week showed Senator Sanders with 54% support among Democrats age 18–34. Meanwhile, 50% of adults under 38 told the Harris Poll last year that they would “prefer living in a socialist country.”

How We’re Collecting Backdoor Profits on the Tesla Boom


February 17, 2020

There’s a safer, smarter, even more lucrative way to play the electric car boom for the long haul… one that will prove to be the real winner of this budding megatrend.

Depending on the Undependable

Thoughts from the Frontline

February 14, 2020

The welfare of a nation can scarcely be inferred from a measure of [GDP].”

—Simon Kuznets (who developed GDP), 1934

10x Your Money with “Autopilot Stocks”


February 10, 2020

Microsoft (MSFT) has been on a tear over the past year…

The Hits to GDP

Thoughts from the Frontline

February 7, 2020

Economists and investors are rightly obsessed with growth. We always want more of it. We worry it won’t come or, worse, might turn into contraction. Economists of all stripes, from Paul Krugman to Lacy Hunt, recognize economic growth cures all manner of ills.

The Only Cybersecurity Stock I’m Buying Right Now


February 3, 2020

When it comes to cyberattacks, not even the richest man in the world is safe…

Dismissing the Experts

Thoughts from the Frontline

January 31, 2020

Regular readers know I often criticize so-called “experts,” usually economists or central bankers whose flawed decisions are punishing the rest of us. I find their expertise is not nearly as reliable as they seem to think.

The Ultimate “Tollbooth” Stock


January 27, 2020

How many credit cards do you have?

Nose Blind to Inflation

Thoughts from the Frontline

January 24, 2020

The human brain excels at taking shortcuts. Processing all the information our senses collect takes a lot of energy, so repetitive data gets lower priority. Things we see often fade into the background so we can notice new stuff.