Natural Elements—Unsalted, Please! and It’s Hot Down There [MAR.24]

A TPDEARR Article Trans-Pacific Dynamic Equity Allocation Research Report Welcome back to the world of water. If you think we focus heavily on water and water-related topics in our Natural Elements articles, we would say back to you that it is still not nearly enough! We cannot emphasize enough how significant it is to be … Continue reading Natural Elements—Unsalted, Please! and It’s Hot Down There [MAR.24]

Geopolitical Shifts—Some Piping Hot Statecraft Goss and Sovereign State Stationarity [MAR.24]

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]

Demographic Trends—The New Retail Nexus; The Aggregate; and I’ll Have What They’re Having [MAR.24]

A TPDEARR Article Trans-Pacific Dynamic Equity Allocation Research Report *The MAR.24 TPDEARR Squad, this quarter's list of investment asset targets, goes on sale at the end of March, 2024.* In taking the study of "demographics" as the analysis of groups of human populations and how they change, we cannot limit our understanding to only "natural" … Continue reading Demographic Trends—The New Retail Nexus; The Aggregate; and I’ll Have What They’re Having [MAR.24]

Macroeconomic Evolution—Reputation; Lowering Rates; and The Psycho-Mathematical ‘Management’ of Human Expectations [MAR.24]

A TPDEARR Article Trans-Pacific Dynamic Equity Allocation Research Report Just like that, we're already rounding out the first quarter of 2024. Time flies when you're having fun... or getting old. And as investors and nation-states look around to gather their bearings, the two major global economic poles (US and PRC) flex their positions as mightily … Continue reading Macroeconomic Evolution—Reputation; Lowering Rates; and The Psycho-Mathematical ‘Management’ of Human Expectations [MAR.24]