Archives:
The Big Picture

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

The State of the World: A Framework

By George Friedman, Stratfor, The evolution of geopolitics is cyclical. Powers rise, fall and shift. Changes occur in every generation […]

Brain-Drain Panic Returns — This Time to Africa

By Jagdish Bhagwati, Chazen, While developed countries are angst-ridden over mostly illegal immigration by unskilled workers from developing countries, a […]

The Federal Reserve’s Explicit Goal: Devalue the Dollar 33%

By Charles Kadlec. Daily Reckoning, The Federal Reserve Open Market Committee (FOMC) has made it official: After its latest two […]

The Economic Process of Deleveraging Part One – What Happened in Japan?

By crackerjack, crackerjackfinance, The process of deleveraging has been in place since the onset of global recession and financial crisis […]

China Lone BRIC Among Top Emerging Markets

By Michael Patterson Bloomberg Markets Magazine When Antoine van Agtmael was traveling around Asia in the late 1970s, he became […]

Clean Up Your Portfolio: Ditch the Dirty Stocks

By Alyce Lomax America’s fiscal situation is a shambles, and our marketplace is fraught with dysfunction. We’ve let dirty dealers […]

Order and Progress on the Rise in Brazil

From  Mark Mobius Blog, My worldwide pursuit of good investing bargains takes me to some magnificent countries. In my view, […]

Bull Market Nerves: Should You Stay in or Get Out Now?

With stocks sprinting to their best start in 25 years, it seems there is a lot of temptation to either […]

A Contrarian’s Dream

By Doug Kass, The Street, Today’s dominant investor classes — individual investors, hedge funds and pension funds — have de-risked […]

Living In A QE World

From www.ritholtz site, By James Bianco, All Central Bank Balance Sheets Are Exploding Higher, Or Engaged In QE The degree […]