Economic Analysis

This American icon will own the next decade


November 4, 2019

The day we’ve been anticipating is almost here...

Chinese Chess Game

Thoughts from the Frontline

November 1, 2019

Every investment decision should have an exit strategy. What will you do if your idea doesn’t work? Ideally, you make that decision before you invest. Mistakes are inevitable but survivable if you recognize them quickly and act to minimize their costs.

The end of a juggernaut


October 28, 2019

What’s the greatest company in history?

China’s Disturbing Vision

Thoughts from the Frontline

October 25, 2019

And once you see it, you cannot unsee it.

This industry is BEGGING to be disrupted


October 21, 2019

Hey, kid, you're 17 years old. But you’ve got a big decision to make, RIGHT NOW.

Decoding the Fed

Thoughts from the Frontline

October 18, 2019

“In the economic sphere an act, a habit, an institution, a law produces not only one effect, but a series of effects. Of these effects, the first alone is immediate; it appears simultaneously with its cause; it is seen. The other effects emerge only subsequently; they are not seen; we are fortunate if we foresee them.

The boom nobody believes in


October 14, 2019

If you're not yet riding the trend with us, it’s not too late.

Our Nuts Are in Danger

Thoughts from the Frontline

October 11, 2019

Life would be so much easier if we didn’t have to worry about our financial futures. Though I suppose we don’t have to worry. Animals don’t. Squirrels instinctively store away nuts and thus live through winter without much thought.

5G is here, and it’s incredible…


October 7, 2019

An unusual race recently took place at MetLife Stadium in New Jersey.

Social Security Is Dying Because Baby Boomers Aren’t

Thoughts from the Frontline

October 4, 2019

I’m filing this letter on the day I turn 70 which, among other things, means I start receiving Social Security benefits this month.