
Chinese Productivity Shrinking
One measure of China’s economy suggests it is shrinking. China’s GDP continues to look stronger than most countries, at 6.9%, Continue reading
One measure of China’s economy suggests it is shrinking. China’s GDP continues to look stronger than most countries, at 6.9%, Continue reading
Deflation is worse than inflation because it is harder to control. At least within segments of the economy, deflation is Continue reading
Markets are crashing around the world. We’ve been here before. That’s partly why they are crashing. Fear of previous failures Continue reading
Maybe this is just a correction. Maybe this is the beginning of another bust. There is a wealth of opinions, Continue reading
Mentioning a beer scarcity in Venezuela may seem trivial, but in crises, the trivial can become key. (Remember the Boston Continue reading
The US economy is recovering and it isn’t. There are many conflicting stories because the economy is not one thing, Continue reading
Big Oil (and is there little oil) has a business model built on assumptions. That’s true of every business model. Continue reading
One advantage of the world’s diversity is the variety of scenarios under way. Speculation isn’t as valuable as observation. Venezuela Continue reading