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.
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Warren Buffett and the Importance of Good Investors
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
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
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 ›
I-Dog Capital January 2025: My Thoughts for 2025 Capital Markets
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
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
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 ›
I-Dog Capital – May 2024
Introduction Thanks for reading the May 2024 issue of I-Dog Capital Monthly! After some turbulence in April, May saw things settle down. Unfortunately, May was a one-paycheck month, so I could not contribute as much or start trading again like… Read More ›
I-Dog Capital – April 2024
Introduction Hello and welcome to the April 2024 issue of I-Dog Capital Monthly! April was a less active month for the fund, as I had a transition at work and took some time off after a very busy tax season…. Read More ›
I-Dog Capital – February 2024
The Inaugural issue of I-Dog Capital Monthly, the newsletter for everything economics and income investing.
The Millennial Economist 