Political Risk

Feb
12
Let’s model the American economy. How about using the Tacoma Narrows Bridge?

Let’s model the American economy. How about using the Tacoma Narrows Bridge?

Here we look at a real world of an economy under stress. This is not an economic model, but a bridge.
2 min read
Feb
25
European Wars and US Portfolios  – the keep the money at home hypothesis

European Wars and US Portfolios – the keep the money at home hypothesis

As the Russian/Ukraine war evolves, American investors need a clear strategy for their portfolios. The first question for investors
3 min read
Mar
31
A COVID Lesson on Infrastructure

A COVID Lesson on Infrastructure

Dr. Philip Fischer clearly endorses large infrastructure investments, but thinks that this bill is off target. In his view, the disconnect between the COVID emergency, which we continue to experience, and future investment, is both illogical and dangerous.
4 min read
Jan
29
They’re gonna write a book about this

They’re gonna write a book about this

Dr. Philip Fischer shares his thesis that the two inexorable factors of life, death and taxes, are headed materially higher in this COVID age. What’s going to be roaring here isn’t the flappers but the Fed.
4 min read