Preparing for a 2020 recession
Over the past two weeks, I have been asked no less than 10 times my views on any upcoming recession, and how […]
Tag: economics
How Population Pyramids Drive Interest Rates, and How Robot Demographics Might Change That
On several occasions, I’ve discussed the somewhat intuitive relationship between population pyramids and interest rates / yield curves. One one end, bottom-heavy, […]
College tuition rises now depend more on China than domestic drivers
For decades, college tuition has risen at a significantly faster pace than the rate of inflation, having roughly tripled in the last […]
March 20th Event: Investing in Mexico (and other Emerging Markets) after Trump, over Tequila
On Monday, March 20th 2017, join us at 6:30pm at Mezcalito Hong Kong for an informal presentation and networking opportunity where we […]
A 63-year chart of US Interest Rates and the 35-year old bond bull market
I love long-term charts, and recently started re-reading the 5th edition of Jeremy Siegel’s classic “Stocks for the Long Run“. Being naturally […]