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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 →

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 →

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 →