The Battleground of Plenty and Poverty: Reflections on Africa
This week, we will be continuing our series on emerging economies with some comments on Africa. Like many of the regions we have explored in this commentary series on emerging economies, the situation facing Africa presents a two-sided conundrum. On the one hand,...Market Fundamentals and Direction: Reflections from the Attic of History, Part I
Reflecting over the last three years leaves us with a puzzling enigma: Is this a different world and a different market than the one we were facing in 2019? Unequivocally, the answer is yes, given the pandemic, along with the fiscal and monetary responses to it, the...Polyarchy at a Time of Geopolitical Cycles: Canceling the Noise, Part XXV (finale)
With the debt ceiling debacle behind us we are closing this series, as we are of the opinion that a new cycle for the American and the global economy is starting. The starting premise of this last commentary is that we need to view economic transitions in cycles that...Fighting the Last War
The original iPhone, announced in January of 2007 and released in June of that year, was greeted with plenty of skepticism. Smartphones weren’t entirely brand new, even ones with touch screens, so it wasn’t easily foreseen what an outsider like Apple could provide....Lenses for Latin America
This week, we will be continuing our series on emerging economies with some thoughts on Latin America. In examining Latin America’s prospects this week, we present below four lenses through which one may begin to assemble a picture of the challenges and opportunities...Sign Up for Our Publications
