National and Economic Policy Opinion Editorial

Two Big Ideas for 2024

31 January 2024 We meaningfully outperformed the market last year – our greatest achievement to date given how difficult that proved to be in the first “stock picker’s market” seen in a long time.  As much as we enjoy sharing our insights, we are a small operation; insights are the last priority of work. [ Read More ]

Two Big Ideas for 20242024-02-02T00:09:38-05:00

Ukraine War – Strategic Comments

30 January 2024 19:21 EST (last updated) All the West needs to do is give Ukraine ammunition, they are willing to do the fighting. As a former combat infantry officer, I can assure you that was – and fleetingly remains – an extremely generous bargain. All that Mr. Biden needs to do [ Read More ]

Ukraine War – Strategic Comments2024-02-22T22:12:34-05:00

Changing Attitudes in the US: “Live and Let Die”

06 May 2020 Some Americans' initial and relatively short-lived bravado for flattening the curve has quickly shifted over recent weeks.  Ultimately, this is not surprising as the types of sacrifices that would have been required to sustain a suppression of the outbreak in the US have not been seen in generations.  Now, many people either [ Read More ]

Changing Attitudes in the US: “Live and Let Die”2022-03-05T12:36:11-05:00

Bear Rally or V-Recovery: Depends on Reopening

01 May 2020 Americans have collectively done better than anyone expected; a great credit to how much we can accomplish when we put aside the things that divide us and work together.  Now as we move to reopen, we have to face and overcome some unfortunate facts if we want to win on the next [ Read More ]

Bear Rally or V-Recovery: Depends on Reopening2024-01-31T12:29:26-05:00

Road Map to Reopening

14 April 2020 How we reopen is the most difficult calculation we have faced in this crisis and without a vaccine or treatment intervention, there are no easy answers. Let’s be thankful, though, that we're living in the small window of human history during which that’s even possible – and in our case, most likely [ Read More ]

Road Map to Reopening2022-03-05T12:52:29-05:00

US National Policy and Collective Effort vs. COVID-19

30 March 2020 The novel coronavirus outbreak is a grey swan event that will recalibrate the global paradigm.  The prospect of going through the next year or more until a vaccine could be disseminated to the public is precarious as the US and other societies are facing the types of zero sum choices not seen [ Read More ]

US National Policy and Collective Effort vs. COVID-192022-03-05T12:51:04-05:00