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]
Tag: Trans-Pacific
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]
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]
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—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]
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