Post Tagged with: "Economy"

Q4 2021 Outlook & Game Plan

Summary Inflation is transitory, but the worst might be right in front of us for H1 2022, stagflation. The Fed taper is very likely to cause stock and bond market reactions that are rather severe given heavy retail participation in the markets. The high levels of margin and call option in the market, and now Millennials having learned how to bet on a decline, means a correction could be fast and steep. The good news is that once the downward […]

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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 for access.

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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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