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Unhealthy, Not Wealthy, and Far from Wise
The Changing Healthcare World Medicare Rate Shock Obamacare’s Silver Lining Everyone Pays Providers Under Pressure Medical ThunderDome How to Lower Healthcare Costs Unhealthy, Not Wealthy, and Far from...
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The Gig Economy Is the New Normal
Employers Want Gray Hair The Gig Economy Is the New Normal A Bull Market in “Help Wanted” Signs Detroit, Hong Kong, Hollywood (Florida), and the Cayman IslandsAn already-confusing employment...
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$100 Trillion Up in Smoke
Simple Math, Hard Answers Drowning in Oil Third-Order Effects Coup de Grâce? Cayman Islands and Home“We aren’t addicted to oil, but our cars are.” – James Woolsey“The greatest asset, even in this...
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The Fed Prepares to Dive
Be Careful What You Wish For If Crazy Doesn’t Work, Try Crazier Yellen & the Spirit of Prudent Planning Y2K All Over Again? Go Thou and Do Likewise The Religion of Economics“No one will lend at a...
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Welcome to the Pale Gray Dot
The Gray Wave On Your Own The Coming Retirement Crisis Lifespan Inequality? Deflationary Future Dallas, Houston, Abu Dhabi, Raleigh, and SIC“The afternoon knows what the morning never suspected.” –...
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Life on the Edge, Continued
Life on the Edge, Continued Final Thoughts from John First Impressions from the Strategic Investment ConferenceAt the conclusion of my conference yesterday, I did a number of interviews and then made...
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Hot Summer Economic Weirdness
ECB Spreads the Cash German Banks Hoarding Cash UK Eyes the Brexit Recession Warnings Galore Home for the Summer and Hopefully Cleveland?“A lost election can have the jolt of a drop through the gallows...
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Generational Chaos Ahead
The Fourth Turning Attitudes Are Generational Heroes, Artists, Prophets, & Nomads A Turning Roughly Every 20 Years Guide to the Fourth Turning The Worst Yet to Come Some Final Thoughts on Brexit...
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When the Future Becomes Today
When the Future Becomes Today Risky Trinity Addictive Behavior Mixed Debt Signals Is the Fed Shooting Blanks? Losing the Narrative Las Vegas, Maine, NYC, and Montana“There are decades where nothing...
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World Gone Backwards
Globalization on Its Head Low-Tech Boxes Big Ole Jet Airliner Energy Untanked Plastic Doodads Virtual Airports Alaskan Bananas Early in the Game NYC, Montana, Iceland … and a little question for...
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Weapons of Economic Misdirection
Weapons of Economic Misdirection Hayek Versus Keynes GDP: A Brief But Affectionate History Will the Real GDP Please Stand Up? GDP Is a Political Construction Denver, Denver, Dallas, and...
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Negative Rates Nail Savers
The Economy Is Rigged The Creature from Jekyll Island Let’s Slap a 50% Tax on Your 401(k)s and Retirement Plans What Will Happen from Here Denver, Dallas, Denver, and Back to Dallas“You shall not...
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Forecasting with Friends
Rosenberg: Return to Disinflation Wood: Inflection Points & Border Taxes BCA: Looming Shifts Enough Forecasts DC, Florida, and the CaymansIn some ways, I think it’s just entertainment. You might...
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Nose Blind to Inflation
The human brain excels at taking shortcuts. Processing all the information our senses collect takes a lot of energy, so repetitive data gets lower priority. Things we see often fade into the...
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Dismissing the Experts
Regular readers know I often criticize so-called “experts,” usually economists or central bankers whose flawed decisions are punishing the rest of us. I find their expertise is not nearly as reliable...
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