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The Big Picture

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

The Stanton Distinguished Leaders Series: A Conversation with Arne M. Sorenson

From Georgetown McDonough YouTube Channel Link: A Conversation with Arne M. Sorenson A Conversation with Arne M. Sorenson

By Liu-Yue Lam | 14 Dec 15 | Also posted in Food for Thought, North America, Real Estate, Stocks, Tools and Resources, Trends, Patterns, Indicators | Comments (0)

Here’s how the Chinese send billions abroad to buy homes

The ranks of China’s wealthy continue to surge. As their economy shows signs of weakness at home, they’re sending money […]

By Aidualc | 11 Dec 15 | Also posted in Asia, Food for Thought, North America, Retirement & Savings, Tools and Resources, Trends, Patterns, Indicators | Comments (0)

NYC Is Completely Unaffordable, But New Yorkers Are In Denial

Two-thirds of residents say they live in the “greatest city in the world,” yet many of those people are barely […]

By Aidualc | 08 Dec 15 | Also posted in Food for Thought, North America, Private Equity, Real Estate, Trends, Patterns, Indicators | Comments (0)

Culture Clash: How ISIS Could Send Europe Over the Edge

By Riyadh Mohammed  The dramatic and tragic images of refugees pouring into Europe from the Middle East represent more than […]

By Aidualc | 23 Nov 15 | Also posted in Africa / Middle East, Food for Thought, Western Europe | Comments (0)

The Big Four Economic Indicators: October Real Retail Sales

By Doug Short, Advisor Perspectives, Official recession calls are the responsibility of the NBER Business Cycle Dating Committee, which is […]

By Liu-Yue Lam | | Also posted in Food for Thought, North America, Statistics, Trends, Patterns, Indicators | Comments (0)

Gundlach – The Scariest Indicator in the World

by Robert Huebscher, Advisor Perspectives, Those Federal Reserve governors who intend to vote for an increase in rates at their […]

By Liu-Yue Lam | 22 Nov 15 | Also posted in Asia, Commodities, Eastern Europe, Food for Thought, Investment Wisdom, Latin America, North America, Retirement & Savings, Statistics, Tools and Resources, Trends, Patterns, Indicators, Western Europe | Comments (0)

China Plans 2020 Deadline for Dismantling Its Capital Controls

By Keith Zhai, Bloomberg, China’s leaders are poised to announce a 2020 deadline to dismantle currency controls that have kept the […]

By Aidualc | 19 Nov 15 | Also posted in Asia, Finding Oxstones, Food for Thought, Investment Wisdom, Trends, Patterns, Indicators | Comments (0)

World Markets Weekend Update: Three Up, Five Down

By Doug Short, Advisor Perspectives, Three of eight indexes on our world watch list posted gains over the past week, […]

By Liu-Yue Lam | 02 Nov 15 | Also posted in Asia, North America, Retirement & Savings, Statistics, Stocks, Tools and Resources, Trends, Patterns, Indicators, Western Europe | Comments (0)

Inspiration from the World of Sports

By Howard Marks, Oaktree   Link: Inspiration from the World of Sports    

By Liu-Yue Lam | 01 Nov 15 | Also posted in Food for Thought, Fortune Cookie Wisdom, Investment Wisdom, Tools and Resources | Comments (0)

Could negative rates be next on the Fed’s policy menu?

Alex Rosenberg Last week, the Federal Reserve spooked markets by preserving the monetary policy status quo. Yet a few central […]

By Aidualc | 28 Oct 15 | Also posted in Food for Thought, North America | Comments (0)