Author Archives

• Trump’s Economy Finally Takes Shape

  By Ian on September 16, 2025 • ( 1 )

  

  Fed independence is now dead, and we are entering a new era of politicized economics. Let’s analyze where the economy is, and think about where things might go from here.

• The Tariff Announcements Don’t Matter. The Uncertainty Does.

  By Ian on July 8, 2025 • ( 0 )

  

  Pay less attention to the day-to-day, and more attention to the big picture. Follow the data, and it will tell the story.

• Warren Buffett and the Importance of Good Investors

  By Ian on May 20, 2025 • ( 0 )

  

  On May 3rd, the shocking, yet expected, announcement finally came. Warren Buffett, the legendary investor and chairman of Berkshire Hathaway, will step down at the end of 2025. The 94 year old is finally passing the reins of the vaunted… Read More ›

• The Coming Goods Shortages Of 2025

  By Ian on April 29, 2025 • ( 0 )

  

  They say economics is nothing without a measure of predictive power, and I haven’t issued any predictions recently. So let’s talk a little future. It’s the end of April at the time of this issue’s writing, and trade flows to… Read More ›

• The Big Tariff Explainer

  By Ian on April 21, 2025 • ( 1 )

  

  This topic has been hotly requested, so here we go. Tariffs! They’re trump’s central economic theme, not a day goes by where they’re not in the news. But even though they’ve suddenly been thrust into the spotlight, I haven’t seen… Read More ›

• The American Trade War – Our Bunker Hill Moment

  By Ian on April 3, 2025 • ( 1 )

  

  I spent a long time working on a nice, big explainer blog to talk all about tariffs with you. Then, yesterday, we got the much-anticipated Liberation Day announcement, and you’ve seen the market reaction since. I hope you celebrated yesterday!… Read More ›

• March 2025 – No One Has Any Clue What’s Going On

  By Ian on March 24, 2025 • ( 2 )

  

  Two months into the new administration, and no one has a clue. Let’s make some sense of where we are.

• I-Dog Capital January 2025: My Thoughts for 2025 Capital Markets

  By Ian on February 3, 2025 • ( 0 )

  

  This blog is slated for release in early February, a couple weeks into Trump’s new term, a couple weeks without College Football, we’ve all had some time to adjust, and the sky hasn’t fallen just yet, eh? We’re bringing back… Read More ›

• 2025 in Economics: A Starting Point

  By Ian on January 16, 2025 • ( 1 )

  

  I hope you’re ready for the Wild West, because it’s back. Apart from some specific thinking about inflation and interest rates in the first half of 2024, this blog has remained pretty quiet regarding where I think the US economy… Read More ›

• I-Dog Capital – June 2024

  By Ian on July 13, 2024 • ( 0 )

  Every once in a while, you feel like you’re in the zone. Like things are finally going your way, and the world is your oyster. Well, I’m not quite on that level, but after some much-needed personal time, I hope… Read More ›