Lantern Capital
Commentary
Bigger Than Tariffs
by Eric Hickman of Lantern Capital,
Describes how what is happening to the economy is bigger than tariffs, it is the business cycle. It includes a comment on the FOMC meeting tomorrow, uses economic data up through this morning (retail sales), and includes a nice cartoon which can be used as a thumbnail (below).
Commentary
U.S. Treasuries and the Fiscal Situation
by Eric Hickman of Lantern Capital,
Reasonable Treasury debt ratios and more than enough buyers put Treasuries in a much better light than is commonly heard.
Commentary
It Won’t Be a Repeat of the 1970’s
by Eric Hickman of Lantern Capital,
Economic conditions now are quite different from the 1970’s and still disinflationary.
