Archives:
The Big Picture

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

The rise of the only child: How America is coming around to the idea of ‘just one’

“I come across a lot of people who say, ‘Oh, I was an only child,’ or, ‘I have an only […]

When Wall Street is your landlord

With help from the federal government, institutional investors became major players in the rental market. They promised to return profits […]

The US-China trade war is creating winners out of Brazil, Australia, Mexico, and Canada

The US-China trade war continues to accelerate. America has put 25% tariffs on $250 billion worth of Chinese imports, and […]

Jim Grant: The Endgame for the Bull Market in Bonds

By James Grant, Barron’s President Trump’s Tuesday morning ultimatum that the “boneheads” at the Federal Reserve do something to materialize […]

Opioid Crisis: Is Cannabis Legalization a Good Idea?

On August 26, an Oklahoma judge ruled against Johnson & Johnson (JNJ). The state’s attorney general filed the lawsuit. According […]

Wave of Hispanic buyers boosts US housing market

Hispanics are experiencing the largest homeownership gains of any ethnic group in the U.S., a turnaround for the population hardest […]

Longshot bet on ancient Chinese bonds could pay off thanks to trade war

President Donald Trump’s next move in an increasingly fraught trade war with China could be one for the history books, […]

2019 Mid-Year Rent Report — The National Average Rent Ends the First Half of the Year at $1,465

Mid-year national average rent sees a spike as peak rental season is in full effect In true seasonality fashion, June brings […]

Forget the trade war: China’s economy has other big problems

China is riding out the trade war so far but its economic troubles run deep and could escalate rapidly if […]

Report: High-Opportunity Neighborhoods in NYC are Losing Affordable Housing

Many property owners in New York City’s higher-opportunity neighborhoods are converting their subsidized properties to market-rate when their affordability restrictions […]