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Closing & Credits
For as long as I live, when I look back at my time in the 2nd Quarter of 2018, I will be standing on the top of Attila in the Australian Outback. I will feel […]
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 […]
What Does This Mean to You and Me?
If the Brookings Institution study is correct, within 12 years we should see the Asian middle class triple from the size that it was in 2015. That means that the Asian middle class will outpunch […]
Geopolitics & Geography
Geopolitics is driven by the growing competition for natural resources. That means that geography matters. China is a large country—approximately the size of the United States. It is governed by a one-party system that publishes […]
Commodities
“China is shifting its economy from the world’s largest exporter to the world’s largest consumer. Chinese citizens now have the wealth and income to pursue discretionary spending. They want to buy high-quality imported food, cosmetics, […]