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]
Tag: 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]
Macroeconomic Evolution—Need. More. Cowbell.; I’m Not Teetering On The Brink, You Are!; and Mutually Assured Destruction? [DEC.23]
A TPDEARR Article Trans-Pacific Dynamic Equity Allocation Research Report An endless tug-of-war rages between the prospects of profit and collapse. The notion of "stability" itself is perhaps a misnomer when it comes to macroeconomic markets, as what the term really describes is an ever-increasing tension between capital growth and economic devastation, fueled on by the … Continue reading Macroeconomic Evolution—Need. More. Cowbell.; I’m Not Teetering On The Brink, You Are!; and Mutually Assured Destruction? [DEC.23]
Natural Elements—All You Gotta Do Is Tell Me What You’re Sippin’ On; It’s Electric, Baby; and A Hot, Wet Blanket [DEC.23]
A TPDEARR Article Trans-Pacific Dynamic Equity Allocation Research Report It's getting hot out there. Full stop. No longer can an oppositional voice carry weight in its argument; the planet is getting warmer, more volatile, with a higher incidence of "extreme" weather and climate events, and greatly increased temperature and survival stress for billions of humans … Continue reading Natural Elements—All You Gotta Do Is Tell Me What You’re Sippin’ On; It’s Electric, Baby; and A Hot, Wet Blanket [DEC.23]
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