Bonner Private Research

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• 2026-07-02EDITORIALBonner Private Research
  Committee to Save the World
  Bill Bonner analyzes Fed Chairman Kevin Warsh's commitment to price stability and compares it to Paul Volcker's 1980s monetary tightening. The email examines the political tension between the Fed's independence and the GOP's desire for liquidity ahead of elections, noting that modern debt levels make Volcker-style rate hikes catastrophic.
• 2026-07-01EDITORIALBonner Private Research
  Shooting the Generals
  Bill Bonner provides macro commentary on Trump administration spending priorities (Trump-branded currency, farm subsidies, defense spending), contrasts this with European welfare patterns, and analyzes market sector rotation away from expensive Mag 7 tech stocks with a warning about IPO volatility using SpaceX as a cautionary example.
• 2026-06-30EDITORIALBonner Private Research
  Mission Creeps
  Bill Bonner analyzes how executive power expansion under Trump has created dangerous precedent for future administrations, arguing that mission creep in federal spending and regulation creates a Ponzi-scheme dynamic where younger generations inherit unsustainable debt burdens. He contextualizes rising political discontent as rational response to economic drag from $3+ trillion annual government expenditures and warns that voters increasingly demand radical alternatives to moderate incrementalism.
• 2026-06-29EDITORIALBonner Private Research
  No Limits
  Bill Bonner analyzes Donald Trump's historical role in diminishing American imperial power, arguing that despite tactical failures (tariffs, inflation, Iran policy, GDP growth), Trump's institutional impact—expanding executive authority beyond constitutional constraints—represents his actual historical significance. Bonner warns that both political factions have now normalized this expansive executive power for future use.
• 2026-06-28EDITORIALBonner Private Research
  Parting of the Waters: BPR Week in Review
  Dan Denning frames mid-year market positioning using Continental Divide metaphor (Two Ocean Creek), noting S&P 500 up 7.4% YTD but trading at historically elevated valuations (CAPE >40, P/E >30, dividend yield <1.5%). Email promotes paid subscriber benefits including Tom Dyson's July strategy report on infrastructure/real estate positioning.
• 2026-06-26EDITORIALBonner Private Research
  The Giant Duck Death Trap
  Bill Bonner provides first-principles economic and political commentary on Trump's presidency, focusing on media portrayal and incompetence through the lens of the Reflecting Pool renovation failure and subsequent dead ducks discovery. The email uses specific examples of governmental mismanagement to build a contrarian critique of institutional narratives and legitimacy.
• 2026-06-25EDITORIALBonner Private Research
  Brexit Turns Ten
  Bill Bonner provides first-principles economic analysis of Brexit's 10-year aftermath, examining the UK's economic malaise, shifting political leadership, and practical trade disruptions (citing Marks & Spencer's export failures). The email positions UK economic decline as a cautionary case study in government intervention and regulatory burden, anchored by Bonner's philosophical critique of government economic management.
• 2026-06-24EDITORIALBonner Private Research
  A Case Study in Self Sabotage
  Bill Bonner delivers a historical-economic analysis of Britain's post-WWII economic trajectory, tracing its rise from 1980-2020 through Thatcher-era free-market reforms and subsequent decline through welfare expansion and regulatory burden. The piece applies first-principles economic analysis to examine self-sabotaging policy decisions and their long-term consequences on national prosperity.