The Strategic Perspective – Week of Feb 12, 2021
Macro Trends: A big week in the Crypto sphere: While the noise is all about the price movements and of course Elon, the more important questions are about application and adoption. Are the [...]
Macro Trends: A big week in the Crypto sphere: While the noise is all about the price movements and of course Elon, the more important questions are about application and adoption. Are the [...]
An exploration in search for answers to the riddles of the New New Thing…
Total global debt is set to hit a record $277trln by the end of 2020 according to the IIF... These are levels you can’t earn your way out of. You can default outright, or you can enter the path [...]
We have climbed the mountain. From the despair of March, as we careened off the cliff of our “permanently high plateau” and panic replaced complacency, we have now recovered all losses and even [...]
2020 has been a year of extremes and it feels like it has been the point of departure between the real economy and financial markets. A vast schism has opened up, the noise has reached new highs [...]
Taking a walk in nature has long been a source of reflection and learning for me, and in ‘noisy’ times like those we are in currently it is a must. I often ponder big questions and look for [...]
We are living in a period of rapid change currently – socially and economically – and the 2020s looks to be a decade with multiple tipping points cascading into a prolonged state of flux. The [...]
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