MOVERS AND SHAKERS: WHY AMERICANS ARE RETHINKING WHERE THEY WANT TO LIVE / THE ECONOMIST

Movers and shakers Why Americans are rethinking where they want to live And what the social and political consequences could be AFTER THE se...

THE GREAT RECONCILIATION OF ASSET PRICES / DOLLAR COLLAPSE

The Great Reconciliation Of Asset Prices BY JOHN RUBINO  From Pento Portfolio Strategies:  The coming new year will be fraught with risk due...

LATIN AMERICA´S NEW LOST DECADE / PROJECT SYNDICATE

Latin America's New Lost Decade The region's economies, taken together, will be the worst-performing of the developing world as they...

SUPPLY CHAINS: COMPANIES SHIFT FROM "JUST IN TIME" TO "JUST IN CASE" / THE FINANCIAL TIMES BIG READ

Supply chains: companies shift from ‘just in time’ to ‘just in case’ Businesses exposed by pandemic shortages and shipping bottlenecks are b...

SPINNING AROUND: THE PRIVATE-MARKETS PARTY REACHES FEVER PITCH / THE ECONOMIST

Spinning around The private-markets party reaches fever pitch As valuations surge and interest-rate rises loom, can it last? The best pauses...

THE FAUSTIAN TEMPTATION / PROJECT SYNDICATE

The Faustian Temptation Whereas Enlightenment thinkers had faith in the linear progress of the human mind, attaining higher states of thinki...

ASSET PRICES: HOW AMERICAN STOCKS COULD CONTINUE TO CLIMB / THE ECONOMIST

Asset prices How American stocks could continue to climb What doesn’t kill the bull market only makes it stranger In the “Society of the Spe...