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The Big Picture

Macroeconomics, Socioeconomics, Geopolitics, Business and Government, Secular Trends and Big Picture Themes

Turkey Is Playing a Dangerous Game With ISIS as It Seeks Islamic Glory

If you want to be a dictator, the first thing you do is control the press in the country you’re […]

How Demographics Rule the Global Economy

By Greg Ip, Wall Street Journal, The developed world’s workforce will start to decline next year, threatening future global growth […]

The Return Of Crisis

Suddenly banks everywhere are in deep, deep trouble by Chris Martenson Financial markets the world over are increasingly chaotic; either […]

Second-Level Thinking: What Smart People Use to Outperform

“Experience is what you got when you didn’t get what you wanted.” Howard Marks *** Successful decision making requires thoughtful […]

The Hong Kong Dollar, Rock Solid

The currency speculators are restless, again. Many, like George Soros and Kyle Bass, are reportedly taking aim at the Hong […]

How to Get a Potential 600% Return on a US Government Backed Investment

There is a potential return of well over 600% on an investment with an extremely low minimum to participate. In […]

Where does the world’s food grow?

By John McArthur and Krista Rasmussen, Brookings Institute, Developing countries are home to roughly 80 percent of the world’s population, […]

Will China’s new “supply-side” reforms help China?

  It wasn’t enough that we started 2016 with one of the worst weeks in the recent history of Chinese […]

Let’s Talk Politics

by Brian Andrew, Johnson Bank, Last week we met with a number of customers and prospective customers to discuss markets […]

Global debt-to-GDP ratios

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