The Gig Economy Is the New Normal
Employers Want Gray Hair The Gig Economy Is the New Normal A Bull Market in “Help Wanted” Signs Detroit, Hong Kong, Hollywood (Florida), and the Cayman Islandsread more...
View ArticleInspiration from the World of Sports
One of the most successful investors in the world is Howard Marks of Oaktree Capital Management. One of the things I look forward to every quarter is the letter he writes to his clients – it goes right...
View ArticleDear Media, Stop Freaking Out About Donald Trumpâs Polls
I’m going to offer something a little different in this week’s Outside the Box. Nate Silver has consistently been one of the best political analysts of the past 12 years. I wasn’t terribly enamored of...
View Article$100 Trillion Up in Smoke
Simple Math, Hard Answers Drowning in Oil Third-Order Effects Coup de Grâce? Cayman Islands and Homeread more...
View ArticleThe Debate Over Renminbi Policy
Longtime readers know how much I respect and rely on the Gavekal group for thought-provoking research. They have a truly unique organization, one in which even junior analysts can question conventional...
View ArticleThe Fed Prepares to Dive
Be Careful What You Wish For If Crazy Doesn’t Work, Try Crazier Yellen & the Spirit of Prudent Planning Y2K All Over Again? Go Thou and Do Likewise The Religion of Economicsread more...
View Article70 Is the New 65
As some of us know far too well, forecasting the future with any precision is extremely difficult. There’s at least one exception to the rule, though. Population trends show themselves decades and even...
View ArticleWelcome to the Pale Gray Dot
The Gray Wave On Your Own The Coming Retirement Crisis Lifespan Inequality? Deflationary Future Dallas, Houston, Abu Dhabi, Raleigh, and SICread more...
View ArticleLife on the Edge, Continued
Life on the Edge, Continued Final Thoughts from John First Impressions from the Strategic Investment Conferenceread more...
View ArticleHot Summer Economic Weirdness
ECB Spreads the Cash German Banks Hoarding Cash UK Eyes the Brexit Recession Warnings Galore Home for the Summer and Hopefully Cleveland?read more...
View ArticleGenerational Chaos Ahead
The Fourth Turning Attitudes Are Generational Heroes, Artists, Prophets, & Nomads A Turning Roughly Every 20 Years Guide to the Fourth Turning The Worst Yet to Come Some Final Thoughts on Brexit...
View ArticleBill Gross at His Best
I normally read Bill Gross’s monthly letter the day of or shortly after when it comes out. For whatever reason, I didn’t get around to his early June letter until a few days ago. It has been a few...
View ArticleWhen the Future Becomes Today
When the Future Becomes Today Risky Trinity Addictive Behavior Mixed Debt Signals Is the Fed Shooting Blanks? Losing the Narrative Las Vegas, Maine, NYC, and Montanaread more...
View ArticleThe Bond Market: Beware of Junkyard Dogs
It should come as no surprise that credit spreads are shrinking between what in theory are risk-free investments and other investments. Retirees and other investors are reaching farther and farther for...
View ArticleWorld Gone Backwards
Globalization on Its Head Low-Tech Boxes Big Ole Jet Airliner Energy Untanked Plastic Doodads Virtual Airports Alaskan Bananas Early in the Game NYC, Montana, Iceland … and a little question for...
View ArticleThe Globalization Disconnect
There has been a monster debate going on in economic circles as we try to assess the reasons for Brexit/Trump/Sanders and the developed world’s rejection of the directions in which the establishment...
View ArticleWeapons of Economic Misdirection
Weapons of Economic Misdirection Hayek Versus Keynes GDP: A Brief But Affectionate History Will the Real GDP Please Stand Up? GDP Is a Political Construction Denver, Denver, Dallas, and Writingread...
View ArticleNegative Rates Nail Savers
The Economy Is Rigged The Creature from Jekyll Island Let’s Slap a 50% Tax on Your 401(k)s and Retirement Plans What Will Happen from Here Denver, Dallas, Denver, and Back to Dallasread more...
View ArticleForecasting with Friends
Rosenberg: Return to Disinflation Wood: Inflection Points & Border Taxes BCA: Looming Shifts Enough Forecasts DC, Florida, and the Caymansread more...
View ArticleHoward Marks on Expert Opinion
In a week when I have once more gone out on the old limb, in last weekend’s Thoughts from the Frontline, to bring you my forecast for the new year, and when I’m also sharing with readers of my Over My...
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