Category Archives: Uncategorized

The China Syndrome

China’s population shrank by 2 million people last year, a trend that looks set to continue given the number of babies born also hit a record low. Authorities are doing what they can to turn that around, offering couples incentives to have another … Continue reading

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FOTD: Gen AI R&D

FOTD:  Factoid of the Day  In 2023 alone, the Magnificent Seven – the top technology companies in the United States –allocated a combined $370 billion to research and development. That is roughly equal to the European Union’s total R&D budget (counting both businesses … Continue reading

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QOTD: It’s About Winning, Stupid

QOTD:  Quote of the Day The jig is up, and the sooner Mr. Biden and Democratic leaders accept this, the better. We need to move forward.  – James Carville

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Global Risk Monitor: Week In Review – July 5

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World on Fire: David Brooks

This 👇.  A must view.

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Sharp Drop In ISM Services Index

The Services PMI® fell to 48.8% in June 2024 compared to May’s reading, contracting at the fastest pace in four years. This drop reflects declines in business activity, new orders, and employment, alongside challenges in supplier deliveries and inventory management. … Continue reading

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Open Convention? Think Lincoln’s 1860 Cage Fight

The Dam Is Breaking Probably only a matter of days if not hours before Biden stands down.  Those worried about a messy convention should study the 1860 Republican Convention – in Chicago, by the way – and how Honest Abe … Continue reading

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Global PMI: Input costs rise to a 16-month high

Take heed, folks; input costs, as measured in the latest release of the Global Manufacturing PMI, are rising at the fastest clip in 16 months. Manufacturing input costs were a leading indicator of the last wave of inflation.   Measured overall, … Continue reading

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No Country For Old Men

Wendell:    That’s very linear, Sheriff.Ed Tom Bell:    Well, age will flatten a man. – No Country For Old Men When I was younger, I could remember anything, whether it had happened or not; but my faculties are decaying … Continue reading

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Global Risk Monitor: Week In Review – June 28

Global equity markets exhibited mixed performances this week. European indices showed slight declines, while several Asian markets experienced gains. The S&P500 and Nasdaq were relatively flat, with the Russell 2000 putting in a rare outperformance. Emerging markets showed diverse results, … Continue reading

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