Five Things I Think I Think...

Why we have a long way to go... thoughts on Mary Poppins... why it's time to think about the money printer... and more.

Dear Fellow Traveler…

When I first attended graduate school, my program sat in the shadow of Congress.

The Global Security Studies program…

It had one of three track options.

First… economic security - which I pursued.

Second… energy security - a concentration in which I studied and traveled.

Third… military security - only requiring one class on my end.

After writing a book this week on the biggest economic story of the year…

I’ve been reflecting on what all three things have in common…

And at its core - they all triangulate on one thing - and one thing only.

The U.S. dollar’s role as the global reserve currency.

This isn’t - at its core - about tariffs.

If we use root cause analysis… to assess our debts… deficits… military strategy… oil dominance… destroyed manufacturing industry… political divide… never-ending subsidization of the 0.1% in America through non-stop monetary expansion, weaponization of the dollar (and Fed policy that rewards our allies and punishes our enemies)… and de-dollar…