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5 artículos etiquetados con "Global Economy"
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I
recently had a chance to speak at a conference where Dr. Ian Bremmer spoke
after me. I was very impressed with his thought process and asked him to give
me an outline of his speech to share with you for this week's Outside the Box.
It's a shorter version of his powerhouse book, Every
Nation for...
This week we look at a report called “Working Out of Debt,” about debt
and deleveraging, from the McKinsey Global Institute. This is a well-done
summary of their longer paper, which has been updated, called “Debt and deleveraging:
Uneven progress on the path to growth.” I discussed the original...
As my
good friend Gary Shilling says, in leading off his piece on 2012 investment
themes, which is this week's OTB, "This year is just the first step in the
long-run journey that will continue to be dominated by The Age of Deleveraging"
– which also just happens to be the title of Gary's latest...
I have been reading
and talking with Simon Hunt for a long time. He is a very thoughtful Brit who
spends a lot of time in China and thinks about copper and commodities and
cycles. He has enough seasoning to have seen a few cycles himself. This piece
summarizes rather well the view that he has...
As you know, I'm an avid researcher when it comes to my own annual forecast, which you saw a couple of weeks ago. One of my favorite resources is STRATFOR, a global intelligence company founded by my friend George Friedman. Their focus is geopolitics, which means they cover political, economic and...
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