Post Tagged with: "Economy"

Please see my quarterly market outlook and game plan. This quarter we discuss the Fed tightening process. Sign in to read. Create a profile if you do not have one. Please see my terms and conditions in the About section.

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2021 Outlook

Each year I write my “futile forecasts” for the coming year. The idea behind “futile” is that most forecasting gets looked at the wrong way. It’s not about getting some number right at the end of the year It’s about navigating change. Register to read.

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2017: Challenges and Opportunities for the Trump Presidency

2017 marks the beginning of a pivotal period for the global economy and geopolitical landscape. Over the past 40 years, the underpinnings of expanding global trade — globalization — has led to unprecedented economic growth. The remarkably uneven distribution of that growth and wealth creation, however, has finally caught up with the system. The world is facing a rise of populism with overt nationalist leanings in many countries — much like the period between World War and World War II. Onto that stage, enter President Trump.

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Understanding and Investing in the “Slow Growth Forever” Global Economy

“Slow Growth Forever” is the central theme that will impact investing for decades. Demographics lead the economy. Higher birth rates and more people escaping poverty is good for economic activity, but potentially bad for resource scarcity.

To support growth long-term, we will have to find sustainable ways to rebuild the world. It won’t be easy with so many entrenched interests.

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