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What Happens If We Don’t Fix Entitlements?

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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