Category: Business Columnists

A Look Back, a Look Forward

Commentary ‘Tis the season for articles that look back at the past year and forward to the next. For this look, it seems as though an extremely ambiguous and consequently frustrating 2022 will give way to a greater resolution in 2023. Last year’s economy certainly created frustration. Take the path of inflation. It was severe…


Dutch Government To Force Farm Buyouts For Totalitarian Agenda

Commentary Despite a small geographical footprint, the Netherlands is the second largest agricultural exporter in the world. They produce 10 times more per acre than American farmers, and also produce countless agricultural items we often forget about, like flower bulbs (they produce the most in the world). The Dutch are known for their firm grasp…


Europe Tries to Triangulate Between US and China

Commentary When it comes to China trade, part of Europe clearly sees an opportunity, but it is having trouble grasping it. Washington’s efforts to decouple American trade links from China have tempted some European commercial interests to fill the resulting gap. The Germans seem particularly eager to grasp the opportunity. But difficulties have arisen because…


How and When Will This Inflation End?

Commentary Can the press stop saying that inflation is “easing” please? It’s getting ridiculous. The Consumer Price Index came in at 7.1 percent from a year ago. That’s terrible. Yes, not as terrible as last month but look at the breakdown in detail. Food at home was up 10 percent and food at restaurants up…


The 2023 Investing Outlook as the Fed Pivots—Part II

Commentary In Part 1, I suggested a weaker dollar may not lead to the bullish outcomes many investors expect in 2023. I will build on that thesis here in Part II, and bonds will win in the first half of 2023 and stocks in the second half. The big question heading into 2023 is the dreaded…


Big Business, Big Government, Big Brother

Commentary These days, poisonous collusion between powerful private sector interests and the state turns one’s thoughts to insecure cell phone data and social media censorship in the service of the Democratic Party. But devil’s bargains between Chamber of Commerce members and elected officials have been going on for a long time, maybe back to the…


Germany Buckles Under Model Relying on China and Russia

Commentary Last month, German chancellor Olaf Scholz admitted to something every German knew but was afraid to say: the country’s business model is broken. Germany’s strategic national business model, predicated on globalization and interdependency, is backfiring. It’s the nation-building equivalent of putting all of your eggs in one basket. In this case, two baskets: Russia…


Fed Chair Offers Guidance

Commentary Federal Reserve (Fed) Chairman Jerome Powell spoke frankly on Nov. 30. His thoughtful and balanced talk made clear that the Fed sees the inflation fight as its priority. He explained the uncertain timing between Fed action and its impact on inflation but made clear that further interest rate increases are integral to the effort. Unlike…


Biden Admin and Fed Market Distortion

Commentary Federal Reserve control over interest rates, combined with government money creation, distorts markets, causing booms and busts, high household debt, government deficits, and high real estate and education prices. President Joe Biden’s student loan forgiveness program will increase educational costs while increasing government spending by as much as $1.6 trillion. The market for nearly…


Citizen Journalism Faster on the Draw Than Mainstream Media in Uncovering FTX Scandal

News Analysis On Sept. 3, 2022, veteran short-seller Marc Cohodes leveled several bold accusations at crypto exchange FTX and its founder Sam Bankman-Fried. Among the many predictions made by the short-seller was the fact that FTX did not have as much money as it claimed. “Everything reads like this thing is a complete scam,” Cohodes…