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Ideas
May 10, 2024
76report

Freedom Is a Laughing Matter

We were honored to participate in an event recognizing the achievements of Seth Dillon and the Babylon Bee.

Stocks
May 10, 2024
76report

Disney Is Getting Interesting

After Peltz's defeat, the share price slides, and the valuation discount widens.

Politics
May 10, 2024
76report

What If We Don't Fix Entitlements?

How investors should think about America's slow-motion public debt crisis.

Politics
May 10, 2024
76report

The New Politics of Hard versus Soft Money

RFK Jr. and other populists call for monetary stability.

Video
May 8, 2024
76report

Inflation Winners and Losers

Inflation has become the dominant market and political issue. We discuss Bidenomics, RFK Jr., MMT and more...

Ideas
April 26, 2024
76report

What If the Fed Has No Control?

Real questions emerge as to whether high rates are preventing inflation... or fueling it.