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The Big Picture

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

New ‘Silk Road’ could alter global economics

From Robert Berke, Oilprice.com, Beginning with the marvelous tales of Marco Polo’s travels across Eurasia to China, the Silk Road […]

Why Shiite Expansion Will Be Short-Lived

Analysis Forecast That a bloc of Shiite states has coalesced in the Middle East is a significant geopolitical development; that […]

IS CHINA BUYING AMERICA?

  The east-to-west flow of funds is unstoppable trend, says a panel of experts. Sharon Kahn  A decade ago it […]

9 States Running Out of Water

By Thomas C. Frohlich and Mark Lieberman For many states, the rainy season is over, and most of the Western United States is now locked into […]

What China’s sexual revolution means for women

Two decades ago, Hillary Clinton delivered a speech in Beijing that inspired feminists around the world, declaring “women’s rights are […]

Single black female BA seeks educated husband: Race, assortative mating and inequality

There is a growing trend in the United States towards assortative mating — a clunky phrase that refers to people’s […]

Significant Slip—or Just a Blip—in Emerging Markets’ Foreign Exchange Reserves?

By Mark Mobius, Mobius Blog, For those looking to invest in emerging markets, a steady growth in foreign exchange reserves—in […]

China’s Secret Gold Buying Exposed

Between January 2006 and July 2011, China had a cumulative trade surplus with the US of $1.421 trillion, equal to […]

The ‘Grexit’ Issue and the Problem of Free Trade

By George Friedman, Stratfor, The Greek crisis is moving toward a climax. The issue is actually quite simple. The Greek […]

Once Forbidden Frontiers

Investing in frontier markets can come with a higher degree of volatility than more established markets, but to my team […]