China continues to be front and center on my list of concerns, even more so than the latest Federal Reserve press release or fluctuations in the Dow. I believe China is the single biggest risk to worl ...More
EJ Insight2014-08-06
Last week we took a deep dive into how the concept of GDP (gross domestic product) came about. We looked at some of the controversies surrounding GDP statistics that we use to measure the growth of th ...More
EJ Insight2014-07-30
The mainstream media regularly releases gross domestic product (GDP) numbers with the implicit assumption that they are in fact an accurate reflection of the general economy. But GDP is actually a fuz ...More
EJ Insight2014-07-23
The term “smackdown” was first used by professional wrestler Dwayne Johnson (a.k.a. The Rock) in 1997. Ten years later its use had become so ubiquitous that Merriam-Webster felt compelled to add it to ...More
EJ Insight2014-07-09
A rather interesting shockwave came across the newsfeeds this week. US gross domestic product (GDP) shrank an annualized 2.9 percent in the first quarter. A quick perusal of the data on a government w ...More
EJ Insight2014-07-03
Let’s look this week at what I uncovered in Italy, which rather surprised me, and think through some of the implications that the new developments suggest for the ultimate outcome of the euro project. ...More
EJ Insight2014-06-25
Today I offer some musings on what I've come to think of as the Age of Transformation. I believe there are multiple and rapidly accelerating changes happening simultaneously that are going to transfor ...More
EJ Insight2014-06-18
For years, when asked whether I thought China would experience a hard landing, I would simply answer, "I don't understand China. Making a prediction would be pretending that I did, so I can’t." The pr ...More
EJ Insight2014-06-11
One of the few consensus ideas that I took away from the Strategic Investment Conference is that China has the potential to become a real problem. It seemed to me that almost everyone who addressed th ...More
EJ Insight2014-06-04
In this week’s letter I want to recap some of what I learned from this month's Strategic Investment Conference but do so in a little different manner. I have come across several very good summaries an ...More
EJ Insight2014-05-28
At the average conference, over the course of several days and several dozen presentations, I usually expect to hear only a handful of truly original ideas… but not here at the Strategic Investment Co ...More
EJ Insight2014-05-21
