We search for “the next big thing”

Here we are doing something that almost seems like a suicide mission…increasing the size of the deficit while we’re raising interest rates.

“Here we are doing something that almost seems like a suicide mission…increasing the size of the deficit while we’re raising interest rates.”

with the personal savings rate at 2.8%, the margin for error is getting thinner at a dangerous time.

Read More
Is it time to worry that the boom in global megacity housing prices could turn into a bust with a potential contagion across the global economy?

Is it time to worry that the boom in global megacity housing prices could turn into a bust with a potential contagion across the global economy?

“The risk of a real estate bubble in top global cities has increased significantly in the past five years.”

Read More
Will quantitative tightening be inflationary (continued)?

Will quantitative tightening be inflationary (continued)?

When the purchasing power of the U.S. dollar erodes, it will become less attractive to own.

Read More
Liquidity is the new leverage

“Liquidity is the new leverage”:

Why the toxic combination of bank regulation, algorithmic investing, and QT has put equity and bond markets at increased risk of a systemic event.

Read More
Stagnant wages are stirring populist anger and making “CEO” a dirty word.

Stagnant wages are stirring populist anger and making “CEO” a dirty word.

Can the market be trusted to correct itself, or has capitalism broken the economy?

Read More
For Emmanuel Macron, AI is more than a technological revolution. It is a political revolution of hope in an increasingly dystopian future.

For Emmanuel Macron, AI is more than a technological revolution. It is a political revolution of hope in an increasingly dystopian future.

Can his vision rescue humanity?

Read More
The imminent and potentially globally-destabilizing threat of automation in the apparel industry.

The imminent and potentially globally-destabilizing threat of automation in the apparel industry.

“It will crush the retail supply chain.”

Read More
Silicon Valley has oversold the near-term potential of the technologies of the future.

Silicon Valley has oversold the near-term potential of the technologies of the future.

And it could deepen pain if the tech backlash turns into a tech downturn.

Read More
How big tech is privatizing “Big Brother.”

How big tech is privatizing “Big Brother.”

And laying the groundwork for an authoritarian surveillance state in the U.S.

Read More