politics
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Congress Knows It Has a Spending Problem, But Won’t Fix It
Fiscal discipline is politically costly, but inaction will be disastrous. How can we restore sanity to federal budgeting?
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But What About China? A Response to Tariff Advocates
Erratic tariff policy is alienating our allies, weakening exactly the coalition we’d need to address Beijing’s behavior.
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Economic Data Revisions Show the Limits of Real-Time Measurement, Not Malfeasance
Revisions are not a failure of economic statistics — they are the tradeoff of receiving a rough but timely signal.
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Proxy Advisors Pay the Price for Their ESG Crusade
Once firmly established in American finance, the proxy advisory industry now faces regulatory threats and AI-driven challenges. To survive, firms must serve customers, not political agendas.
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What Makes a Good Federal Reserve Chair? It Depends on Independence
When political pressure threatens independence, the chair’s character matters more than technical competence.
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Dollar Weakens as Markets Reprice US Political Risk
The dollar is being treated as a pressure-release mechanism for US debt — and markets are responding by demanding protection against intentional depreciation.
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The Latest Trump Administration Grift: Tariff Checks
Trump’s tariffs haven’t boosted manufacturing; they’ve raised costs and disrupted supply chains. A redistributive dividend check can’t reverse the underlying economic harm.
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The Price of Greenland — and the Cost of Attacking Sovereignty
If borders become negotiable under tariff pressure, risks rise, investment falls, and fragile global norms further fracture.
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The Powell Affair and the Limits of The Fed’s Immunity
The DOJ’s investigation is ugly politics, but we might welcome a test of whether central bankers are subject to the same oversight as everyone else.
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Tariffs, AI, and the Golden Age of Executive Power
Centralizing policy through executive action and governance “emergencies” is eroding the republic’s foundations.
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•
Congress Knows It Has a Spending Problem, But Won’t Fix It
Fiscal discipline is politically costly, but inaction will be disastrous. How can we restore sanity to federal budgeting?
-
•
But What About China? A Response to Tariff Advocates
Erratic tariff policy is alienating our allies, weakening exactly the coalition we’d need to address Beijing’s behavior.
-
•
Economic Data Revisions Show the Limits of Real-Time Measurement, Not Malfeasance
Revisions are not a failure of economic statistics — they are the tradeoff of receiving a rough but timely signal.
-
•
Proxy Advisors Pay the Price for Their ESG Crusade
Once firmly established in American finance, the proxy advisory industry now faces regulatory threats and AI-driven challenges. To survive, firms must serve customers, not political agendas.
-
•
What Makes a Good Federal Reserve Chair? It Depends on Independence
When political pressure threatens independence, the chair’s character matters more than technical competence.
-
•
Dollar Weakens as Markets Reprice US Political Risk
The dollar is being treated as a pressure-release mechanism for US debt — and markets are responding by demanding protection against intentional depreciation.
-
•
The Latest Trump Administration Grift: Tariff Checks
Trump’s tariffs haven’t boosted manufacturing; they’ve raised costs and disrupted supply chains. A redistributive dividend check can’t reverse the underlying economic harm.
-
•
The Price of Greenland — and the Cost of Attacking Sovereignty
If borders become negotiable under tariff pressure, risks rise, investment falls, and fragile global norms further fracture.
-
•
The Powell Affair and the Limits of The Fed’s Immunity
The DOJ’s investigation is ugly politics, but we might welcome a test of whether central bankers are subject to the same oversight as everyone else.
-
•
Tariffs, AI, and the Golden Age of Executive Power
Centralizing policy through executive action and governance “emergencies” is eroding the republic’s foundations.