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
