Author Archives: macromon

Why is Argentina’s economy such a mess? | Economist

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Can The U.S. and China Avoid the Thucydides’s Trap?

The world’s liberal geopolitical order led by the United States, which has driven the global economy for more than 70 years, is now under severe stress. Based on rules-based international cooperation, the post-war order ushered in decades of relative peace … Continue reading

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An Interview With Jeremy Grantham

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Global Risk Monitor: Week In Review – Aug 25

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Nonlinear Thinking: AI Art At The MoMA

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Global Risk Monitor: Week In Review – Aug 18

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Foreign Central Banks Continue To Sell Treasuries

Today’s release of the U.S. Treasury International Capital (TIC) flows data highlights a continued trend of foreign central banks reducing their holdings of U.S. notes and bonds, albeit at a notably decelerated pace. Between June ’22 and June ’23, foreign … Continue reading

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Nonlinear Thinking: EV Charging Roads

Stunning.  Not far from the electric trolley buses with motors powered by electricity from overhead wires that I used to ride to work in San Francisco.

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Global Risk Monitor: Week In Review – Aug 11

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Understanding The Thucydides Trap

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