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The Big Picture

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

The US-China trade war is creating winners out of Brazil, Australia, Mexico, and Canada

The US-China trade war continues to accelerate. America has put 25% tariffs on $250 billion worth of Chinese imports, and […]

By Aidualc | 07 Oct 19 | Also posted in Asia, Commodities, Food for Thought, Investment Wisdom, Latin America, North America, Trends, Patterns, Indicators | Comments (0)

Jim Grant: The Endgame for the Bull Market in Bonds

By James Grant, Barron’s President Trump’s Tuesday morning ultimatum that the “boneheads” at the Federal Reserve do something to materialize […]

By Oxstones | 02 Oct 19 | Also posted in Asia, Commodities, Finding Oxstones, Food for Thought, Investment Wisdom, North America, Real Estate, Trends, Patterns, Indicators, Western Europe | Comments (0)

Opioid Crisis: Is Cannabis Legalization a Good Idea?

On August 26, an Oklahoma judge ruled against Johnson & Johnson (JNJ). The state’s attorney general filed the lawsuit. According […]

By Aidualc | 24 Sep 19 | Also posted in Food for Thought, North America | Comments (0)

Wave of Hispanic buyers boosts US housing market

Hispanics are experiencing the largest homeownership gains of any ethnic group in the U.S., a turnaround for the population hardest […]

By Aidualc | 23 Sep 19 | Also posted in North America, Real Estate, Trends, Patterns, Indicators | Comments (0)

Longshot bet on ancient Chinese bonds could pay off thanks to trade war

President Donald Trump’s next move in an increasingly fraught trade war with China could be one for the history books, […]

By Aidualc | 18 Sep 19 | Also posted in Asia, Finding Oxstones, Food for Thought, Investment Wisdom, North America | Comments (0)

2019 Mid-Year Rent Report — The National Average Rent Ends the First Half of the Year at $1,465

Mid-year national average rent sees a spike as peak rental season is in full effect In true seasonality fashion, June brings […]

By Aidualc | 05 Sep 19 | Also posted in North America, Real Estate, Retirement & Savings, Statistics, Tools and Resources | Comments (0)

Forget the trade war: China’s economy has other big problems

China is riding out the trade war so far but its economic troubles run deep and could escalate rapidly if […]

By Aidualc | 03 Sep 19 | Also posted in Asia, Food for Thought | Comments (0)

Report: High-Opportunity Neighborhoods in NYC are Losing Affordable Housing

Many property owners in New York City’s higher-opportunity neighborhoods are converting their subsidized properties to market-rate when their affordability restrictions […]

By Aidualc | 02 Sep 19 | Also posted in North America, Real Estate, Retirement & Savings, Statistics, Tools and Resources, Trends, Patterns, Indicators | Comments (0)

Bitcoin Expert: Facebook’s GlobalCoin Will Annihilate Ripple

By CCN: Ripple (XRP) and most other cryptocurrencies should be looking over their shoulders now that Facebook has announced it is launching […]

By Aidualc | 08 Aug 19 | Also posted in Commodities, Stocks, Trends, Patterns, Indicators | Comments (0)

Why China Is a Bigger Problem for the Global Economy Than You Think, According to a Portfolio Manager

Barron’s recently caught up by phone with the members of our January Roundtable. Here are the latest investment views and stock […]

By Aidualc | 06 Aug 19 | Also posted in Asia, Stocks | Comments (0)