Tagged - economy

Taking Stock: Charlie Munger, the Magnificent 7, and What Lies Ahead

This week's issue takes a look at the Magnificent 7 tech companies and their stock values through the lens of the late Charlie Munger. The Berkshire Hathaway great may...

An Economic Downturn Looms. How Should Government I&IT Leaders Respond?

The transition from summer to fall brings cooler weather and Halloween candy, and for many government IT leaders, it restarts the budget and business planning cycle for...

Blackstone, Elon Musk & All-cash Offers: The Real Story of the US Real Estate Market

By understanding the origins and confluence of the three main factors driving the US housing market, we can start to get a sense of what to expect from the future market.

The Felt-Fair Economy and the Future of Economic Confidence

One of the most pressing social problems in the world today has to do with income inequality and the social disruptions and societal risks attendant with the loss of a...

China's Plan for Germany

Many of China's - and the world's - plans and trends have come to a focused pivot in the last few months. In this week's issue, we will provide the landscape for this...

Returning to a Better World

At a time of global catastrophe, it can be hard to find the bright spots. We can start by identifying the emerging trends that will shape the global economy as we all...

Top Ten Predictions for 2020

Here are my Top Ten predictions for 2020, followed by a graded refresher in the "Takeout Window" on last year's calls.

"Theft Nation" Update

For this preview of the upcoming, updated edition of "Theft Nation," the author has been kind enough to add a new preface. While the current administration has done a...

Predictions for 2019

Of all the years we've been publishing annual predictions, this is certainly one of the most volatile. For that reason, I hope that these comments and calls are...

Redefining Country GDP: National Business Models and IP Flows

In this week's transcript, members will be treated to the results of a truly impressive collaboration between Bill Ribaudo and his team of professionals at Deloitte, and...
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