Sep 21

Where’s the Growth?

In 1633 Galileo Galilei, then an old man, was tried and convicted by the Catholic Church of the heresy of…

Add Your Comment

Read Article
Sep 15

What’s on Your Radar Screen?

Toward the end of every week I begin to ponder what I should write about in the next Thoughts from…

Add Your Comment

Read Article
Sep 8

Europe Takes the QE Baton

If the wide, wide world of investing doesn’t seem a little strange to you these days, it can only be…

1 Comment

Read Article
Sep 1

Growth

“It's said that power corrupts, but actually it's more true that power attracts the corruptible. The sane are usually attracted…

Add Your Comment

Read Article
Aug 26

A Nation of Shopkeepers

“To found a great empire for the sole purpose of raising up a people of customers may at first sight…

Add Your Comment

Read Article
Aug 16

Bubbles, Bubbles Everywhere

The difference between genius and stupidity is that genius has its limits. – Albert Einstein Genius is a rising stock market. – John…

1 Comment

Read Article
Aug 11

Transformation or Bust, Part 2

In last week’s Thoughts from the Frontline (“Transformation or Bust”), my young colleague Worth Wray and I continued our groundbreaking…

1 Comment

Read Article
Aug 2

Transformation or Bust

China continues to be front and center on my list of concerns, even moreso than the latest Federal Reserve press…

1 Comment

Read Article
Jul 27

Time to Put a New Economic Tool in

[E]conomists are at this moment called upon to say how to extricate the free world from the serious threat of…

Add Your Comment

Read Article
Jul 20

GDP: A Brief But Affectionate History

“Measurement theory shows that strong assumptions are required for certain statistics to provide meaningful information about reality. Measurement theory encourages…

Add Your Comment

Read Article
Jul 5

Central Bank Smackdown

Smackdown: smack·down, ˈsmakˌdoun/, noun, US informal 1.  a bitter contest or confrontation. "the age-old man versus Nature smackdown" 2.  a decisive or humiliating…

Add Your Comment

Read Article
Jun 29

The New Normal of Healthcare Spending

A rather interesting shockwave came across the newsfeeds this week. I was actually doing a TV interview when the host…

Add Your Comment

Read Article
Jun 22

Italy: When Hope Is a Strategy

I came back from Italy this week, and one of my guilty pleasures was being able to sit down and…

Add Your Comment

Read Article
Jun 15

The Age of Transformation

“How did you go bankrupt?” “Two ways. Gradually, then suddenly.” – Ernest Hemingway, The Sun Also Rises “The opening up of new…

Add Your Comment

Read Article
Jun 8

Can Central Planners Revive China’s Economic Miracle?

For years, when asked whether I thought China would experience a hard landing, I would simply answer, “I don't understand…

Add Your Comment

Read Article
May 31

Looking at the Middle Kingdom with Fresh Eyes

I am writing this introductory note from London during a layover on my way to Rome, and I’ll append a…

Add Your Comment

Read Article
May 25

A Bubble in Complacency

Notes from SIC 2014 I and many others are still trying to digest the massive amount of useful and original information…

Add Your Comment

Read Article
May 18

Special Updates from the Strategic Investment Conference: Day

By Worth Wray Good morning from 30,000 feet, somewhere over the great American West! I admit to being a little overwhelmed as…

Add Your Comment

Read Article
May 16

Special Updates from the Strategic Investment Conference: Day

By Worth Wray Hello again from the Strategic Investment Conference in San Diego, California! John Mauldin took the stage on day 2…

Add Your Comment

Read Article