Our latest 76report is out… We dive into the most pressing macro and political topics facing America today.
Our government itself believes we are on an unsustainable fiscal path with skyrocketing debt-to-GDP in the decades ahead and an insolvent Social Security trust fund by 2034….Why it’s possible this never gets fixed, and what that would mean for the economy and investors.
The new populism around monetary policy. In 1896, William Jennings Bryan told America we were being crucified upon a Cross of Gold… Why today’s populists are saying the exact opposite!
Disney shares continue to slide after Peltz’s defeat. We review the latest earnings results and provide our updated opinion on the stock.
We were honored to participate in an event that recognized a great contemporary champion of free speech. We share our takeaways.
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