


Executive Summary In the high-stakes arena of global finance, agricultural trading stands apart as the last bastion of true supply-and-demand economics. While equities are swayed by sentiment and central bank policy, the price of corn, cattle, and coffee is ultimately dictated by the sun, the rain, and the dirt. For the savvy investor, this […]

EXCLUSIVE – Senate Democrats are grappling with whether to leave their chairs empty later this month when President Donald Trump travels to the Capitol to deliver the first State of the Union address of his second term. Senior Democrats have been hav

Today is the ten year anniversary of Justice Scalia’s passing. At the time, I could not have fathomed what the ensuing ten years would bring. To commemorate that day, I quote at length from my 2016 book, Unraveled. There are some good nuggets here, a few that I had forgotten! The news of Scalia’s passing broke […]

Gail Slater announced her resignation as Assistant Attorney General of the Justice Department’s (DOJ) Antitrust Division on Thursday morning. Slater’s sudden departure follows disagreements over merger enforcement with Attorney General Pam Bondi, and corruption allegations about senior DOJ officials. Slater’s “America First Antitrust Policy,” inspired by big-is-bad New Right intellectuals Oren Cass and Sohrab Ahmari, […]

When the Trump administration’s immigration crackdown began last year, several entrepreneurs and concerned citizens established support groups and apps to track the movement of Immigration and Customs Enforcement (ICE) agents. These efforts were quickly squelched by Department of Homeland Security (DHS) Kristi Noem and Attorney General Pam Bondi, who are now facing a lawsuit as […]

Executive Summary: The Death of the Static Ledger The traditional annual budget is a relic of a bygone era. For nearly a century, the standard operating procedure for corporate finance was predictable: spend three months creating a static plan, lock it in stone, and then spend the next nine months explaining why the actuals deviated […]

Wisconsin Public Radio (Sarah Lehr) reported Monday: A judge has sanctioned Kenosha County District Attorney Xavier Solis over his use of artificial intelligence in court filings. Circuit Court Judge David Hughes called out Solis on Friday for using AI in a response to a defense attorney’s request to have a burglary case dismissed [without disclosing this, as […]

Noem on thin ice? Few would claim that Department of Homeland Security (DHS) Secretary Kristi Noem was hired for her position because of her administrative acumen. Even so, a Wall Street Journal exposé on Noem’s DHS reveals a shocking level of infighting, dysfunction, and obsessive self-promotion at the top of a department responsible for implementing President Donald Trump’s […]

Wall Street turned defensive as technology shares led a broad selloff, with investors reassessing lofty expectations around artificial intelligence. What began as a single earnings disappointment quickly morphed into a wider rethink of margins, capital expenditure and return on investment across the AI ecosystem. Mega-cap names that had powered much of the market’s gains this […]

Justice Antonin Scalia died ten years ago today, and he left an extraordinary legacy to the American people. Justice Scalia single-handedly revived legal formalism and textualism, which had been dead in the legal world since the Legal Realist Revolution of the 1920’s. Justice Scalia’s revival of textualism and rejection of legislative history and original intent […]