Category Archives: Uncategorized

China Parries US Tax Reform

The single greatest threat China has is US tax reform and the consequential repatriation of hundreds of millions of dollars back to the US.  Although this would damage both the Fed’s and Treasury’s historical mien of demand based inflation, an … Continue reading

Posted in China, Uncategorized | Tagged , , , , | Leave a comment

A Priestess Called Oprah

We wouldn’t have Trump for President if it weren’t for Obama, and it isn’t possible to entertain Oprah’s bid for the Presidency without all the ideological preening that currently animates American progressives.  From identity politics to victimhood, Oprah’s candidacy will … Continue reading

Posted in Culture War, Politics, Uncategorized | Tagged , | Leave a comment

A Persian Spring

Beuel Marc Gerecht remains one of the few credible foreign intelligence officers the CIA had throughout the Near East.  He resides as a senior fellow at the Foundation for the Defense of Democracies and is often on CNN.  His oeuvre … Continue reading

Posted in Iran, Uncategorized | Tagged , | Leave a comment

The Swamp & the Citadel: Pakistan’s Abetted Agitprop

Watching the wheelchair bound Muslim cleric Khadim Rizvi engage his ministry at the Faizabad interchange instructs those unfamiliar with Pakistan that the Army continues to incite public violence for political profit.  The army’s utter refusal to disperse militant Islamists evidenced … Continue reading

Posted in Pakistan, Uncategorized | Tagged , , , , , , , | Leave a comment

Weakened Case For Higher Interest Rates: the Flattening Yield Curve

The canard of secular stagnation was laughable, especially given the credentialed gnomes belief in demand sided macro thought.  No measure is ever given to the antecedents of our Constitutional Republic, its constitutive bases in civil society, in spheres of autonomy … Continue reading

Posted in Macro-economics, Macroeconomics, Uncategorized | Tagged , , , | 2 Comments

India’s Soft Power Remains Diminished, But Beijing’s Appeal Remains Untested

The politics of the subcontinent are intractable.  That’s because most westerners shape their policy convictions from inside the ideological symmetries of the enlightenment whose apex is Westphalia.  Clearly, whoever continues to teach it this way hasn’t visited the subcontinent where … Continue reading

Posted in India, Uncategorized | Tagged , , , , , , | Leave a comment

An Autocratic Bear; An Idealist Eagle

It has become frankly apparent that major news media throughout the United States have absolutely no interest in reporting the news, they wish to shape the news to damage any sitting Republican at the White House.  I think the vast … Continue reading

Posted in Russia, Uncategorized | Tagged , , , , | Leave a comment

Polygamy: the Passions of Pan-African Jihad

Paul Malong is South Sudan’s former army chief of staff with over 100 wives.  One recently ran off in hiding after remarrying a teacher.  Jane Austen’s admonition that we’re all fools in love never mentioned how to manage a cuckold … Continue reading

Posted in Africa, Uncategorized | Tagged , , , , , , , | Leave a comment

Why Taxes Matter: Growth vs. Redistribution

My father often said:  sometimes its who’s talking not what’s said.  Leadership matters, that’s why its important to find the right person to listen to about taxation, because its a dangerous form of social engineering.  An overt ideological pretext isn’t … Continue reading

Posted in Macro-economics, Uncategorized | Tagged , | Leave a comment

Index Funds: Why Passive Investing Wins

Nothing threatened active fund managers more than passive index investing and the reach for yield under Bernanke & Yellen.  The closure of hedge funds and other active money managed businesses tied to the 1% is the collateral damage done by … Continue reading

Posted in Management, Uncategorized | Tagged , | Leave a comment