Category Archives: Main Page

Stocks vs. Treasuries: which one is most accurately pricing future growth

Stock markets and Treasury bonds are pricing two diametrically opposed investment outlooks from here. They can’t both be right.  For a lucid discussion on where probabilities lie see The Battle Royale: Stocks vs. Bonds (which is right?). Productivity growth depends … Continue reading →

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Kahneman and Harari: ‘Global Trends Shaping Humankind’

Two of my favourite authors and thinkers… Daniel Kahneman and Yuval Noah Harari in: ‘Global Trends Shaping Humankind’, a conversation moderated by Kara Swisher.  This session was a part of the 2021 Nexus Online Summit, organized by the American Friends … Continue reading →

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Danielle’s biweekly market update

Danielle was a guest with Jim Goddard on Talk Digital Network talking about recent developments in the world economy and markets.  You can listen to an audio clip of the segment here. For some more lucid perspective on the recent … Continue reading →

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