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The Big Picture

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

Emerging markets wealth propping up London?

(By Emerging Markets) One of the factors behind London’s “good recession” is the sharp increase in wealth in emerging markets, […]

Derivatives: The Unregulated Global Casino for Banks

SHORT STORY: Pick something of value, make bets on the future value of “something”, add contract & you have a […]

Economic Growth–Great for Everyone but Investors?

By Alex Bryan | Morningstar By 2050 the world’s population is projected to reach 9 billion, up from 7 billion today. Nearly all […]

Mark Zandi’s 2013 Outlook: Strong Housing, Modest Growth, Average Job Creation

By Morgan Korn, Daily Ticker- The U.S. economy grew at a 3.1% annual rate in the third-quarter, more than previous […]

The Middle-Income Trap Looms in China

China’s breakneck, double-digit growth rate is decelerating. That’s hardly a secret, but Liu Shijin, vice minister of the Development Research […]

Emerging markets outlook 2013: more bulls than bears

(By EM) The bullish outlook for emerging markets for 2013 is supported by a “return from the abyss” for the […]

Biggest Opportunity Will Be Shorting the Bond Market: Dalio

By: John Carney, CNBC, Rising interest rates in 2013 will likely push down prices in almost every financial asset in […]

World stocks higher as China factory output grows

(By AP Associated Press) World stock markets rise as survey shows China’s manufacturing grew to 14-month high BANGKOK (AP) — […]

Get Ready for a Stock Market Shopping Season!

By Liu-Yue (Louie) Lam, Oxstones Investment Club, The fiscal cliff issue may potentially present a strategic buying opportunity during what […]

Real Estate Still Years Away from a Sustainable Recovery!

By Liu-Yue (Louie) Lam, Oxstones Investment Club, I believe the overall housing market is still years away from a sustainable […]