Velocity of Money is Falling
It deserves a second look because velocity is key to everything. It was already falling before the pandemic [...]
25 01, 2021
21 01, 2021
Global Recovery in a Post-Pandemic World
In 2020, the World Economic Forum published its annual Global Competitiveness Report, as usual. However, in light of [...]
19 01, 2021
Jeremy Grantham: Waiting for the Last Dance
Legendary portfolio manager Jeremy Grantham of GMO has seen every kind of market. In this report calls the [...]
11 01, 2021
Confession of a Fortune 500 CEO
Most business leaders knew the Dot-Com Bubble was ridiculous. Perhaps the most famous quote to that effect comes [...]
4 01, 2021
US Economic History
Protests in the streets, American cities literally on fire and more than 40 million people unemployed. Meanwhile, the [...]
30 12, 2020
What’s Ahead for the Stock Market?
In November, the Dow experienced its best month since 1987, while the S&P 500 and Nasdaq indexes enjoyed [...]
28 12, 2020
Disruptive Technologies of 2020
Three disruptive computing technologies dominated the thinking of technologists in 2020: Quantum computing, Domain-specific architectures (mostly in Artificial [...]
23 12, 2020
Flight Industry in Trouble
The airline industry has been largely affected by the COVID-19 pandemic. Secluding people in a confined space with [...]
21 12, 2020
The 10 Important Changes of The Past Year
Louis Gave (CEO of Gavekal Research) lists 10 key events of 2020. Key Points: In 2020, Western governments [...]
14 12, 2020
S&P Earning Estimates for 2021
Goldman Sachs hit the ground running this year by putting a 2021 price target on the S&P 500 [...]