A TPDEARR Article Trans-Pacific Dynamic Equity Allocation Research Report There is no other way of putting it: we are currently in the era of nation-states (fueled by capitalism); participation is mandatory, and it occurs by default. And though the idea of crafting a state is itself not new, the ways in which it can be … Continue reading Geopolitical Shifts—Some Piping Hot Statecraft Goss and Sovereign State Stationarity [MAR.24]
Tag: Asian markets
Demographic Trends—”Dividends” from Age and Diversity [DEC.23]
A TPDEARR Article Trans-Pacific Dynamic Equity Allocation Research Report Demographics—the description of populations—are no less utilized by capitalists than policymakers, but of course it's the mutually-perpetuating economists, huddled together within the capitalist fracas, that are obliged to coin terms like "demographic dividend" that mischaracterize words in order to describe observable phenomena. James Kwak has cleanly … Continue reading Demographic Trends—”Dividends” from Age and Diversity [DEC.23]
Geopolitical Shifts—Independence and Rules [DEC.23]
A TPDEARR ArticleTrans-Pacific Dynamic Equity Allocation Research Report Aren't we all participants in a shared, global, "community of common destiny"? That depends on your point of view. No, wait. It...doesn't...? The somewhat-opaque definition of the PRC/CCP's quasi-new international policy slogan can certainly be seen as the modern counterpoint position to the "rules-based order" of the … Continue reading Geopolitical Shifts—Independence and Rules [DEC.23]
Natural Elements—Pacific Ocean Trade [SEP.23]
A TPDEARR ArticleTrans-Pacific Dynamic Equity Allocation Research Report The Pacific Ocean is the world’s most significant transportation market for supplying the global marketplace. It is estimated1 that upwards of 80% of all global trade is transported on ships, and that more than half of that passes around the Pacific Ocean. Sixteen of the top twenty … Continue reading Natural Elements—Pacific Ocean Trade [SEP.23]
Geopolitical Shifts—The Limited Effects of Nearshoring, Bureaucracy, and A Brief Conversation [SEP.23]
A TPDEARR ArticleTrans-Pacific Dynamic Equity Allocation Research Report The modern, highly-globalized international economy is host to a multitude of differing political approaches to governance, each resulting in a different capital flow environment. Though it is tempting to divide them all into two broad camps, the autocratic and the democratic, it’s not so simple. Every nation … Continue reading Geopolitical Shifts—The Limited Effects of Nearshoring, Bureaucracy, and A Brief Conversation [SEP.23]
Demographic Trends—Inequality as a Function of Globalization, Homelessness in the Land(s) of Plenty, and The Billionaires’ Agendas [SEP.23]
A TPDEARR ArticleTrans-Pacific Dynamic Equity Allocation Research Report For this Demographic Trends article of the SEP.23 issue of the TPDEARR, we would like to focus on the economic stratification of individuals and how it plays out along a spectrum from homelessness to billionaire. In essence, we can’t help but come to the conclusion that such … Continue reading Demographic Trends—Inequality as a Function of Globalization, Homelessness in the Land(s) of Plenty, and The Billionaires’ Agendas [SEP.23]
Natural Elements—Eco-Urban Carrying Capacity, Resource Extraction, and Carbon Trading [MAR.23]
REO = Rare Earth Oxide - a chemical from a collection of minerals whose particular properties can be exploited for certain technologies integral to the green energy transition, defense technology, artificial intelligence, supercomputing and ultra-advanced semiconductor production. REOs are unevenly distributed throughout the Earth’s crust, with some only known to exist in financially viable amounts … Continue reading Natural Elements—Eco-Urban Carrying Capacity, Resource Extraction, and Carbon Trading [MAR.23]
Demographic Trends—Population Growth, Population Aging, and Competition [MAR.23]
In the current moment, the most pressing demographic shifts are those of growth and age. Though migration concerns remain high throughout the Western world (including in the US, where nobody can agree about how to deal with difficult-to-control illegal southern border crossings coming in from Mexico, which serves as a conduit for opportunistic migrants throughout … Continue reading Demographic Trends—Population Growth, Population Aging, and Competition [MAR.23]
Geopolitical Shifts—Supply Chains, Modern Information Liquidity, and Competition [MAR.23]
Great powers ebb and swell, recoloring relationships; the great spending game to keep the world turning goes on. Commercial globalization has “liberalized” trans-Pacific economies’ supply chains and international trading relationships by reinforcing systems of commercial intercourse founded on common and shared standards, like currencies, measurements and contracts. No longer is it possible for a nation … Continue reading Geopolitical Shifts—Supply Chains, Modern Information Liquidity, and Competition [MAR.23]
Macroeconomic Evolution—A Strong $USD, The Commodity “Sweet Spot”, and Wealth Inequality [DEC.22]
A Strong $USD Because of the significance of the USD, the US economy is unlike all others. A strengthening USD, despite the negative effects it causes in combination with its rise, produces greater spending power in the largest economy in the world; and if there is one thing Americans can be counted on to do, … Continue reading Macroeconomic Evolution—A Strong $USD, The Commodity “Sweet Spot”, and Wealth Inequality [DEC.22]
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