And it’s not the fellow with a can of Bud Light in his hand who is going to answer the ‘Inflate or Die’ question.
World Markets: Global Insights into Financial Trends and Investment Opportunities
When concerned with the global economy, it’s important to look beyond the powerhouses that are often in the spotlight, and to look at the various emerging markets operating just off stage.
Today’s biggest emerging markets (BEMs), include Argentina, Brazil, China, India, Indonesia, Mexico, Poland, South Africa, South Korea and Turkey. Not as big, but still making impact, are Egypt, Iran, Nigeria, Pakistan, Russia, Saudi Arabia, Taiwan, and Thailand.
The Fat Tail Idea Right Now
Some in the market genuinely believed Chinese property would collapse last year. Buying iron ore stocks was a ‘crazy’ — or fat tail — idea.
A Revolution Is Coming, Just Not the Kind You Might Think
This can come in the form of revolt. The kind of events that lead to a communist revolution at the extreme end — the literal murder and enslavement of the rich class.
Trader’s Corner — Shaking Up the Coke Bottle
I said last week that a range-bound market is like shaking up a Coke bottle. When the lid comes off, there is chaos. It feels like the market is getting close to popping the lid.
Welcome to an Age of Politics without Limits
And now that they’ve realised what’s possible, we need to explore the extreme way in which politics is about to change so radically that you won’t be able to recognise it. A new age has begun.
Rough Seas, Rising Energy, and Argentina’s Abandoned Peg.
Argentina may be the most ‘European’ country in the world — in the sense that it has gotten very few immigrants from Africa or Asia. But the European family tree has many branches.





