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Recent Posts
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Monthly Archives: October 2021
Can You Tell The Difference Between AI And A Human?
#CKStrong How do you know if Carol K. or myself are not ChatBots? The [pandemic] crisis accelerated the adoption of analytics and AI, and this momentum will continue into the 2020s, surveys show. Fifty-two percent of companies accelerated their AI … Continue reading
Posted in Uncategorized
4 Comments
Demand Surge Gumming Up Global Ports
#CKStrong The “surge in demand” is congesting the global container ports. That is, it’s a primarily (though not all, and getting less so by the day, at the micro level) an excess demand issue creating the shortage economy. Some $10.4trn … Continue reading
Posted in Uncategorized
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The Taiwan Strait Getting Hot, Hot, Hot, Hotter…3.0
#CKStrong We are reposting a repost of a piece we did last September. Our sense is Mr. Xi is testing and doing the calculus if the U.S.is willing to fight WWIII over Taiwan. Taiwan and U.S. officials have expressed alarm … Continue reading
Posted in China, Geopolitical, Geopolitics, Global Stock Performance, Uncategorized
Tagged China, H.R. McMaster, Montenegro, Taiwan
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October Surprise
#CKStrong A nice little factoid to impress at a cocktail or…err…Cannabis party as we usher in the new quarter. October is here, and in the Northern Hemisphere, that often means the days are flush with falling leaves, chilling weather, and … Continue reading
Posted in Uncategorized
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Global Macro Monitor 