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Another Unanswered Question: So What Is Plan B?
If Plan A failed, what, then, is Plan B? One possibility is that the United States as the military for the Anglo-American alliance will pull back behind the oceans and significantly increase insourcing and manufacturing, […]
An Unanswered Question: Has Plan A Failed?
In 1994, the Uruguay Round of the General Agreement on Tariffs and Trade (GATT) was completed with 123 countries participating. As a result, globalization accelerated in a very significant way, particularly after the creation of […]
Intellectual Capital
I mentioned the history professor who said that the Roman Empire and British Empire had gone broke trading with China. How did that happen? This is a very old phenomenon. China—like many other Asian cultures—is […]
Fixed Income
“…the FOMC believes that–for now–the best way forward is to keep gradually raising the federal funds rate. We are aware that, on the one hand, raising interest rates too slowly may lead to high inflation […]
Introduction
I chose this theme —The Rise of the Asian Consumer— for our 2nd Quarter 2018 Wrap Up because this rise is a primary investment trend. Primary trends have a major impact and stay with us […]
Go Local: The Asian Invasion
Let’s look at the impact on local communities, or what I call the Asian Invasion. I talk about the rise of the Asian consumer as though it is something happening in Asia. But it’s not […]