The Big Picture
Discussion List
-
-
Can someone explain to me why bond yields and bond prices have an inverse relationship?Can someone explain to me why bond yields and bond prices have an inverse relationship? -
Back in 2012, Bain & Company published an interesting report; A World awash in money. https://www...Back in 2012, Bain & Company published an interesting report; A World awash in money. https://www.bain.com/insights/a-world-awash-in-money. Basically they were right. Real Vision (Raoul Pal in particular) provided great insights on demographics, % rates, retiree baby boomer problems etc... However don't we have too many financial assets for too few GDP? A 10 to 1 ratio seem kind of difficult to sustain ? Any thoughts? Capital trends through 2020.
-
Sunak faces worst hit to UK finances since second world warhttps://www.linkedin.com/posts/goodtogreat_sunak-faces-worst-hit-to-uk-finances-since-activity-6735081349708951552-wdsm https://www.ft.com/content/2883c55f-e4e1-40c2-9075-62c96dd6ecd8 Rishi Sunak is preparing to publish what allies describe as a “scary” outlook for the UK economy in next week’s spending review, containing the largest downgrade in economic performance and the public finances since the second world war. When the chancellor delivers his statement to the House of Commons next Wed…
-
East vs. West (COVID-19): The Gods Must be Crazy!https://www.linkedin.com/posts/goodtogreat_east-vs-west-covid-19-the-gods-must-be-activity-6734529138310438912-6L4X Today is the First Anniversary Since the First Case of COVID Was Found in China
-
Nail in the Coffin of our Empire (World’s Biggest Free-Trade Deal): The Gods Must be Crazy!As I mentioned in my book, “We need to secure the leadership of the Trans-Pacific Partnership (TPP) and prepare it to take steps to counter China…... Unfortunately, the current administration withdrew from the partnership in 2017, and China took advantage of US withdrawal.” Sadly, as happened in the past two years, the current administration even boycotted the third year in a row, the ASEAN meeting that is happening now (this weekend). https://www.youtube.com/watch?v=pfx_BBr6-2AAs a result, t…
-
The Last Laugh of The Crocodile in The Yangtze: The Gods Must be Crazy!https://www.linkedin.com/posts/goodtogreat_the-last-laugh-of-crocodile-in-the-yangtze-activity-6732923271613943808-9OqJ Let me confess that I am a voodoo worshipper of "Crocodile In The Yangtze," aka Jack Ma (http://www.crocodileintheyangtze.com/). It is not because a school teacher was magically turned into one of the wealthiest people on earth – because of his guts to laugh at the mightiest Empire (communist) on earth. I am not sure where to where to draw the line between geniuses …