THE WAY THINGS WERE: THE NEW NORMAL IS ALREADY HERE. GET USED TO IT / THE ECONOMIST

The way things were The new normal is already here. Get used to it The era of predictable unpredictability is not going away Is it nearly ov...

CLOUDS OVER 2022 / PROJECT SYNDICATE

Clouds Over 2022 Although major economies and markets fared well in 2021 despite all of the uncertainties surrounding new variants of the co...

WHY THE DOLLAR´S ASCENDANCY WON´T LAST / THE ECONOMIST

Buttonwood Why the dollar’s ascendancy won’t last All it takes is a slowdown in America, lower inflation and a Fed pivot There is something ...

U.S. STOCK MARKET ADVANCE MASKS TREACHEROUS CURRENTS UNDER THE SURFACE / THE FINANCIAL TIMES

US stock market advance masks treacherous currents under the surface Rise in main indices ‘completely misleading’ with many shares trading a...

ALL AT SEA: WHY SUPPLY-CHAIN SNARLS STILL ENTAGLE THE WORLD / THE ECONOMIST

All at sea Why supply-chain snarls still entangle the world Shipping delays show little sign of easing Father christmas and the global conta...

BIG TECH IS PLAYING A FINANCIAL SHELL GAME / THE FINANCIAL TIMES OP EDITORIAL

Big Tech is playing a financial shell game Platform giants hide behind outdated reporting rules to obscure their true worth Rana Foroohar  ©...

GDP´S DAYS ARE NUMBERED / PROJECT SYNDICATE

GDP's Days Are Numbered Ditching gross domestic product as the main gauge of prosperity was always impossible in the absence of broad ag...

SPECTRE OF THREE WARS POSES DANGER TO AMERICA´S DOMINANCE / THE FINANCIAL TIMES OP EDITORIAL

Spectre of three wars poses danger to America’s dominance Russia, China and Iran are making military threats that demand a response from Was...

BURYING THE LAISSEZ-FAIRE ZOMBIE / PROJECT SYNDICATE

Burying the Laissez-Faire Zombie The long-standing dichotomy between the state and the market is misleading, and poses a major obstacle to u...

DOLLAR ILLIQUIDITY - THE IRONIC YET IGNORED SPARK FOR THE NEXT CRISIS / MATTERHORN ASSET MANAGEMENT

Dollar Illiquidity — The Ironic Yet Ignored Spark for the Next Crisis By  Matthew Piepenburg In October of 2019, I began writing/warning of ...