In 1850, Economist Frederic Bastiat famously wrote an essay entitled “That which is seen, and...
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Blue Owl Roils The AI Narrative
Blue Owl Capital spooked AI investors on Wednesday when the Financial Times reported that the firm,...
Fannie And Freddie Add Billions To The Bond Market
According to Bloomberg, Fannie Mae and Freddie Mac have been increasing the mortgages and...
Kevin Warsh Or Kevin Hassett?
Yesterday’s Commentary discussed Trump’s inclusion of Kevin Warsh in the race for...
Warsh Is In The Race: Fed Chair Odds In Flux
Over the last few weeks, it seemed all but a done deal that Kevin Hassett would replace Jerome...
SpaceX: A Financial And Strategic Windfall For Google
In 2015, Google wrote a $900 million check to SpaceX for a roughly 7.5% stake in Elon Musk’s...
A Third Of US Debt Matures In 2026
We received the following question from a client: “I was at a conference where they showed...
Hawkish Or Less Dovish? QE Or Not QE?
There is a growing divergence of views among FOMC members. Some remain dovish, favoring more rate...
Hassett To Replace Powell: Betting Markets Are Confident
Based on comments from President Trump and the odds on the Kalshi betting site, shown below, Kevin...
Is Japan In A Death Spiral?: A Contrarian Take
A day doesn’t seem to go by without a market pundit asserting that Japan is in a monetary and...