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The Big Picture

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

High Ratio of Public Debt to GDP constrains Economic Growth

From The Blog of HORAN Capital Advisors, Approximately two years ago Carmen M. Reinhart and Kenneth S. Rogoff completed a […]

Seeds of a New Boom for Stocks?

By Morgan Housel, Motley Fool, Floyd Norris of The New York Times has an interesting article out this week detailing […]

China’s ‘Demographic Tsunami’ Begins

China’s ‘Demographic Tsunami’ Begins   Residents warm themselves in the afternoon sun at the Luofu retirement home on the outskirts […]

Towards the Paranormal

By William H. Gross, from Pimco website, The New Normal, previously believed to be bell-shaped and thin-tailed in its depiction […]

The Biggest And Baddest Bubble Ever

The Biggest And Baddest Bubble Ever Bill Bonner, Contributor   Treasury Dept. The U.S. may be going broke, but perversely, people […]

The Strait of Hormuz, $150 Oil and Strategic Oil Reserves

From 247wallst site, By Douglas A. McIntyre, An article in The New York Times argues, without much support, that if […]

Byron Wien Announces The Ten Surprises for 2012

New York, January 4, 2012 – Byron R. Wien, Vice Chairman, Blackstone Advisory Partners, today issued his list of Surprises […]

10 Trends from 2011 We Don’t Want to See in 2012

Looking back on 2011, the New Year can’t come fast enough. Will things be better in 2012? Without wanting to […]

Tax Benefits From Options as Windfall for Businesses

Tax Benefits From Options as Windfall for Businesses James Estrin/The New York Times Mel Karmazin, the chief executive of SiriusXM, […]

The decline of Asian marriage

The decline of Asian marriage Asia’s lonely hearts Women are rejecting marriage in Asia. The social implications are serious   […]