Monthly Archives: October 2021

ReThinkX: Transitioning from the age of extraction

Episode 3 of the Rethinking Humanity series by @RethinkX reveals that the same complex processes that drive the patterns of technological change can be found at the level of civilizations, driving the pattern of human history. This pattern explains why … Continue reading

Posted in Main Page | Comments Off on ReThinkX: Transitioning from the age of extraction

China’s Q3 growth disappoints

China’s housing slump, energy shortages and spreading defaults among its property developers dragged down economic growth in the third quarter.  As shown below, gross domestic product rose 4.9% from a year earlier (National Bureau of Statistics), below consensus expectations and … Continue reading

Posted in Main Page | Comments Off on China’s Q3 growth disappoints

Hoisington Q3 2021 Review and Outlook

Hoisington Management’s Third Quarter 2021 Review and Outlook (5 pages) is now available here and well worth taking in.  The bottom line is that the recent bout of supply-driven inflation is likely to be self-correcting because the pandemic dramatically increased … Continue reading

Posted in Main Page | Comments Off on Hoisington Q3 2021 Review and Outlook