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The Big Picture

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

Retirement Looms: Time to Get Nervous

By Ben Steverman, Bloomberg, Let the retirement parties begin: The oldest members of the 1946-64 demographic wave known as the […]

By Liu-Yue Lam | 13 Jan 11 | Also posted in Food for Thought, North America, Retirement & Savings, Western Europe | Comments (0)

The Graying of American Housing Continues

Philip Moeller, On Wednesday January 12, 2011, 1:39 pm EST Senior housing decisions remain in a “back to basics” mode, […]

By DennisGao | | Also posted in North America, Real Estate | Comments (0)

Europe starts confiscating private pension funds

By: Mark Hemingway, Washington Examiner, The U.S. isn’t the only place that’s facing a major pension fund crisis. The Christian […]

By Liu-Yue Lam | 12 Jan 11 | Also posted in Food for Thought, North America, Western Europe | Comments (0)

Roubini Global Economics: Things are looking up in LatAm

By Nouriel Roubini’s team of analysts at RGE. In our 2011 Outlook, we revised up our growth forecasts for Latin […]

By Liu-Yue Lam | 11 Jan 11 | Also posted in Latin America | Comments (0)

Brace Yourself: Currency War Is the Next Crisis

by Arminio Fraga Illustration by Leah Hayes for Newsweek At their November meeting inSeoul, the leaders of the G20 nations […]

By Liu-Yue Lam | | Also posted in Asia, Eastern Europe, Food for Thought, Latin America, North America, Western Europe | Comments (0)

Facebook? Google is the next Google

Facebook? Google is the next Google By Paul R. La Monica, assistant managing editorJanuary 7, 2011: 2:07 PM ET NEW […]

By Oracle | 09 Jan 11 | Also posted in North America, Private Equity | Comments (0)

Saumil Parikh discusses Pimco’s cyclical outlook

By Prieur du Plessis, Each quarter, Pimco’s investment professionals from around the world gather in Newport Beach to discuss the […]

By Liu-Yue Lam | | Also posted in Asia, North America | Comments (0)

Soon The Economic Deluge

Soon The Economic Deluge Daniel Oliver Jr., 01.06.11, 4:10 PM ET The international monetary system set up at Bretton Woods […]

By Oracle | 08 Jan 11 | Comments (0)

The Pessimist’s Guide to 2011

By Morgan Housel, Motley Fool, I’m a long-term optimist. You should be, too. But even when you’re an optimist, a […]

By Liu-Yue Lam | | Also posted in North America, Real Estate, Stocks, Western Europe | Comments (0)

Spain and Portugal Have No Clothes

From John Mauldin Europe’s tattered fringe won’t be able to sew up new loans without massive aid from a reluctant […]

By Liu-Yue Lam | 03 Jan 11 | Also posted in Western Europe | Comments (0)