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In economics, things take longer to happen than you think they will, and then they happen faster than you thought they could.
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Category Archives: Geopolitical
The Taiwan Strait Getting Hot, Hot, Hot…2.0
China has released video of a simulated air strike on the U.S. territory of Guam after Under Secretary of State @KeithJKrach visited Taiwan. More @business: https://t.co/je6XM6CaBE pic.twitter.com/YntkbIIQRJ — Bloomberg QuickTake (@QuickTake) September 21, 2020 We originally posted the following in … Continue reading
Posted in China, Geopolitical, Geopolitics, Global Stock Performance, Uncategorized
Tagged China, H.R. McMaster, Montenegro, Taiwan
4 Comments
The COVID Economy In Suspended Animation
Summary The U.S. economy is not real and in a current state of “suspended animation” The COVID rescue package has introduced significant distortions into the economy The “Corona Capitalists,” some very well capitalized and liquid corporations, have accounted for a … Continue reading
Posted in Economics, Equities, Geopolitical, Politics, Uncategorized
Tagged COVID Economy, Equiities, Politics, Rent Arrears
20 Comments
If War Comes, It Won’t Be Your Father’s War
Just a heads up and reminder, folks. Do some homework. SAN JOSE, Calif. (AP) — Security researcher Brian Wallace was on the trail of hackers who had snatched a California university’s housing files when he stumbled into a larger nightmare: … Continue reading
My 9/11 Story — The Day History Changed
Repost Posted on September 11, 2018 It was early August 2001 when I asked my wife if we should fly into Washington, D.C. a few days early before my best friend’s wedding. He was planning to marry his sweetheart on … Continue reading
The Global Consequences Of A Narcistic And Incompetent POTUS
The world is starting to move sideways. The market talking heads are so clueless. It’s almost laughable listening to them trying to explain away in isolation how the pieces of the puzzle are starting to converge that will or already … Continue reading
Posted in Economics, Geopolitical, Uncategorized
2 Comments
On This Day: One Wrong Turn & History’s Biggest “Butterfly Effect”
This post seems more relevant than ever as many believe the initial conditions of today are very similar to those of the Spring and Summer of 1914. One wrong turn, one small change in initial conditions can change the course … Continue reading
Posted in Economics, Geopolitical, Uncategorized
Tagged Butterfly Effect, Franz Ferdinand, World War I
16 Comments
QOTD: Fading Breton Woods = Instability – Arminio Fraga
QOTD = Quote of the Day …with the US less dominant and less willing to provide global economic and financial leadership, systemic instability is likely to increase. As the American economic historian Charles Kindleberger famously warned, this typically occurs in … Continue reading
Posted in Geopolitical, Quote of the Day, Uncategorized
Tagged Armenio Fraga, Breton Woods
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Global Risks 2019 – World Economic Forum
Nice chart and table of what the World Economic Forum (WEF) deems as the major risks with their respective probabilities for the coming year. Environmental, global warming and cyber are the most likely high impact events, complicated by a backdrop … Continue reading
The Great Disruption – Gordon Brown, Project Syndicate
The collapsing post-War economic order is not even close to being on the radar of the market cheerleaders. We think it is a yuuge structural risk. Priced? Are you frickin’ kidding me? As new technologies, globalization, and growing inequality fuel … Continue reading
Posted in Geopolitical, Politics, Uncategorized
Tagged Gordon Brown, Project Syndicate
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