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The Slowing of Population Growth.  What Does it Mean for Wealth Creation? Thumbnail

The Slowing of Population Growth. What Does it Mean for Wealth Creation?

Last month we talked about the unprecedented reduction in global warfare activity and its impact on global prosperity and wealth. This month we will address another phenomenon that is equally unparalleled in human history, the slowing of population growth. This too will drive a host of changes in public policy and how we live. It will also help propel a vast increase in per capita wealth.

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2019: A Year in Review Thumbnail

2019: A Year in Review

Next month we will return with the second installment on the two unprecedented changes unfolding in the world today that will have (and are already having) enormous impact on our lives and investments. Last month we discussed the cessation of global warfare and next we will address population growth. But as I write this on New Year’s Eve it is worthwhile taking a quick glance at 2019 and looking ahead a bit to 2020.

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This Time Is Different: Two Trends No One Is Talking About Thumbnail

This Time Is Different: Two Trends No One Is Talking About

“This time it’s different” is an oft-repeated remark by economists and market pundits (and the title of a 2010 book by Harvard economists Carmen Reinhart and Ken Rogoff). In a literal sense it’s always true, each time is different; but figuratively, it is often false as “history repeats itself” and the next cycle looks a lot like past ones (the point of Reinhart and Rogoff’s book).. However, with respect to several dominant themes in the history of civilization, this time is different.

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Big Picture Risk Thumbnail

Big Picture Risk

Last month we began a discussion about risk. Most of what we discussed was basic, which isn’t to say unimportant, and certainly uncontroversial. This month we take a deeper dive into “risk” and the conclusions might be more “unsettling”. Let’s think about risk in the big picture.

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