I am widely known as the “Muddle Through” guy. The giant US economy is part of an even larger global economy that doesn’t ...

Personal robots intrigue me most in the robotics space. The jury is out as to when personal robotics—Rosie the Robot ...

It just adds to the uncertainty that we collectively experience, as changing our minds is its own special form of uncertainty ...

America’s AI Action Plan rests on three strategic pillars: Accelerating AI Innovation—Cut red tape, favor open-source and ...

July 15, 2025 Dissecting the TACO Normally, any one person’s decisions have little economic effect… but we’re not in normal times. Read more ...

Happy Fourth of July! I hope you’re enjoying a long holiday weekend. That’s what I am doing, so this letter will be a little different. But first, this is a very special Fourth of July. It is the ...

I Wouldn’t Touch Today’s Housing Market—But I Do Invest in Real Estate I decided years ago that owning a house wasn’t for me. I don’t want to be tied to the same place for too long. I bought my first ...

We like to say markets don’t lie. That may be so, but they can certainly send mixed signals. It happened last week when President Trump announced tariff rates on several important trade partners not ...

A New AI Playbook for America The White House released America’s AI Action Plan—the clearest signal of AI’s importance to global dominance.

AI automation is coming for white-collar jobs. And it is coming fast.

I want to invite you to go with me on the ultimate bucket list fishing trip. For the past two years, I have gone to the West Coast Fishing Club, a five-star resort with some of the best fishing in the ...

So, Is the Dividend Sustainable? AMERISAFE provides workers’ compensation insurance to small- and mid-sized employers engaged in hazardous industries. This is primarily construction, trucking, and ...