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- April 28, 2023
Pivot to the Fourth Turning
The week we’ve been waiting for is here. The Strategic Investment Conference starts Monday, and we have a jam-packed schedule.
Read moreThe week we’ve been waiting for is here. The Strategic Investment Conference starts Monday, and we have a jam-packed schedule.
Read moreBack before clocks went digital, you could say “a stopped clock is right twice a day” and even youngsters would know what you meant. A mechanism could be nonfunctional but occasionally correct.
Read moreSpotting trend changes is the key to economic forecasting. They don’t happen often. Most of the time, this year will be similar to last year. The pace varies but the overall trend continues… until it doesn’t.
Read more“Thinking the Unthinkable.” What does that phrase bring to mind? To me it suggests a situation that has become so stressed you are forced to consider undesirable solutions.
Read moreThe Debt Supercycle theory traces the increasing transfer of private debt to government balance sheets, highlighting its implications, the unique constraints of government debt management, and potential future scenarios—including the limits of government borrowing, the role of bond vigilantes, and the risk of a major fiscal crisis if current trends continue.
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