What would happen if recessionary train never arrives?
Central Banks just might get their wish
COVID – a glimpse of the future decades from now
Investment implications of insecurity
Sharp U-turn from recession to stagnation
What is the value of human life?
West vs East – you need different lenses
Recessions, earnings, and multiples – far from a perfect relationship
A better investment equilibrium beckons
Economics is an art not a science
The impossibility of privatizing global markets
The Manufacturing Renaissance will be very different
When will something break?
Russia – Mongol Warriors in the service of the Chinese Emperors?
When will the Fed stop fighting the 1970s war?
What should one look for in successful EMs?
Is deglobalization inflationary?
What lessons can we learn from the Congress of victors?
Message to the Fed: Canaries are still singing
Can we get a patient out of an emergency room just by talking?
Macro – everything or nothing
Polarized societies have no reverse gear
China – does economy matter
Lower taxes = less growth and productivity
End of an era of easy money…really?
Anyone for QE
Upheavals before the interlude
What will happpen if asset prices contract?
Inflation – what did you expect?
Vols are picking up but why are they so low?
Why USD is unassailable?
Is India a lucky country?
Is the Fed ahead or behind the curve?
New Iron Curtain – From the Atlantic to the Pacific
Investment strategies for a multipolar world
People are not missing – they are just not counted
When will central banks start breaking the furniture?
In a land of no growth, why buy value?
Is China a shining City upon a Hill?
Signal-to-Noise and why bubbles is the only path forward
Financialization is unstoppable!
Back to Hayek, Keynes, Polanyi and Marx?
No regime change
Why is China not facing systemic risks?
China is taking a different road
Fairness, Equality & No Waste – winners and losers
Digital Platforms – 4 pillars of the bear case
When investing in China, it pays to understand Russia
Is it a gamma? Is it an alpha? Is it a bird? Is it a plane?
When will China’s equities finally outperform?
Will financial and real economies ever converge?
It is all about delta – prudent or reckless tightening?
From two children to one?
Is disinflation a greater threat than inflation?
What does Yellen’s walk back tell investors?
Auto-da-fé and logic of crowds
Sense and nonsense of capacity constraints.
Business of Business is Politics
May 26, 2021
The upside in Biden’s debt binge
May 17, 2021
Why we’ll never see 1970s-style inflation again. Plus, a dividend stock to buy as a bond substitute
Maestro did not understand velocity of money
Does it matter if equities correct?
Is there an alternative to USD?
How expensive should the old economy be?
From the Past into the Future with Mike Casey of Portico
March 2, 2021
Clouds hang over Greensill’s future
How the West became more like China
Will China be the last man standing
SPACs, bitcoin & NASDAQ
Escaping clutches of Industrial Age & Financialization
Is Amazon now an officially Day Two company?
Patriots and polarization
Should AAPL or FB still be regarded as tech?
December 8, 2020
Blue Wave? More like a ripple
Where were you in 62?
Why I do not invest in banks?
The power of emotions over the brain
Five Things You Need to Know to Start Your Day
December 3, 2020
Will technology send capitalism back to the 1950s?
Is ESG different to growth?
Where would inflation come from?
Desperately seeking mean-reversion and value
Why do people vote for extremes?
Is the tide of history unstoppable?
November 24, 2020
The Information Age Will Soon Change How We Work
November 6, 2020
‘Declining usefulness’: MacCap strategist exposes humanity’s big problem
Capital manufacturing capital for the sake of capital
James Carville and the bond market
October 20, 2020
BOOK REVIEW: Viktor Shvets’s The Great Rupture, which proposes more government financial control, a Universal Basic Income
October 3, 2020
From underdeveloped to emerging and back?
September 8, 2020
A tug of war between markets and fundamentals or the new reality?
August 6, 2020
Information Age and the tyranny of Zero
July 23, 2020
‘New Age’ boom: Danger Lurks As The Sharemarket’s Great Divide Gets Bigger
The Great Rupture: Three Empires, Four Turning Points, and the Future of Humanity release post
June 30, 2020
Is The Fed About To Nationalize Financial Markets
April 18, 2020
Lethal Virus Also Killing Capitalism
April 5, 2020
Is Capitalism Dying or Just in Isolation During the Coronavirus Pandemic
January 18, 2019
The Fed is Zeus and the algos are the underworld — Greek mythology is a lot like today’s wild markets, Macquarie says
July 19, 2018
‘The world as we know it is ending’: Here’s how to profit from the rise of a new world order
February 25, 2018
MACQUARIE: Capitalism is dead and finance has become a ‘poison’ – and there are 3 ways this era will end
January 29, 2017
A Top Strategist Explains Who – If Anyone – Can Threaten America’s Status As The Global Economic Superpower
January 25, 2017
A Top Strategist Explains The Biggest Problem China Faces
January 24, 2017
One Of The Top Strategists In The World Explains The Wave Of Populism That’s Sweeping The Globe And The Role Technology Has Played
September 2, 2016
This Analyst Has A Stunning Proposal To Solve The Problems Of The Global Economy: Colonize Mars
February 28, 2016