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The Big Picture

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

Is the Pump Primed for Emerging Markets Investors?

By Mark Mobius, Franklin Templeton, The vulnerabilities—or rather, perceived vulnerabilities—of emerging markets ­have been the focus of heightened discussions over […]

Two More Reasons Why Africa’s Time Is Now

The purpose of this note is to add to the list of reasons for the expected strong economic development in […]

The Renminbi: Soon to Be a Reserve Currency?

By John Mauldin, Millennium Wave Advisors, The US Trade Deficit Turns Positive China Moves to Float Its Currency Transformational Technologies […]

World GDP Growth

The pace of global growth increased during the second quarter of 2013—only the third quarterly acceleration in three years. Buoyed […]

The Buffett Formula — How To Get Smarter

By Shane Parrish, From Farnam Street Blog, “The best thing a human being can do is to help another human […]

The American Dream Is Alive and Well — in Canada

Quick: Name a wealthy, North American country that values self-reliance, individual freedom and personal ambition. Sure, you could take the […]

Seven Reasons Why Africa’s Time Is Now

Here’s a link to a recent infographic in HBR.  http://hbr.org/2013/10/seven-reasons-why-africas-time-is-now/ar/1 Summary: Africa’s economy is growing faster than the economies of […]

How The Economic Machine Works by Ray Dalio – VIDEO

By Ray Dalio, Bridgewater Associates, YouTube Link: How the Economic Machine Works Ray Dalio, founder of hedge fund Bridgewater Associates, […]

Chinese Search for Infant Formula Goes Global

HONG KONG — The group of 40 mainland Chinese tourists made all the requisite shopping purchases on a recent trip […]

State pension liabilities top $4 trillion

By Eric Boehm | Watchdog.org A new assessment of state pension obligations suggests the problem is even worse than it […]