Ray Dalio Is Kinda, Sorta, Really Wrong, Part 3 By John Mauldin Two weeks ago I started a mini-series in the form of an open letter ...
DEEPER IN THE RED: AS GROWTH SLOWS, THE SPECTRE OF LOCAL-GOVERNMENT DEBT LOOMS ONCE MORE / THE ECONOMIST
Deeper in the red As growth slows, the spectre of local-government debt looms once more The central government urges spending, but regio...
THE RICH WORLD IS ENJOYING AN UNPRECEDENTED JOBS BOOM / THE ECONOMIST
The rich world is enjoying an unprecedented jobs boom Capitalism’s critics are yet to notice EVERYONE SAYS work is miserable. Today’s...
TECHNOLOGY PLATFORMS ARE LOSING CONTROL / THE FINANCIAL TIMES OP EDITORIAL
Technology platforms are losing control The land grab for assets across media and food delivery shows their power is under threat John G...
LOOKING BACK AT 100 / PROJECT SYNDICATE
Looking Back at 100 Three themes have dominated the author's analysis of global affairs in his previous 99 Project Syndicate commentar...
FINALLY, FOMO ARRIVES FOR GOLD / DOLLAR COLLAPSE
Finally, FOMO Arrives For Gold by John Rubino The past few years have been a feeding frenzy for most major asset classes. Sto...
VISITING CHINA / GEOPOLITICAL FUTURES
Visiting China By George Friedman I can’t explain China. I don’t know it well enough, and sometimes it seems to me that t...