My March 2023 white paper, Population: A Tale of Two Worlds, provided a good deal of information on differences in the growth rates of population in mature versus emerging countries, and the likely impact of this divergence on economics and the environment. Visual...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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Very Narrow Stock Market There is an unusual dynamic in the stock market that technical analysts find worrisome. However, since I am the world’s worst market forecaster, I will only outline what is happening and then leave it to others to determine its...
I have written a number of blogs regarding the mystery as to why large investments in technology have not resulted in accelerated growth in output per hour worked, also known as productivity. Economist Paul Krugman published an opinion piece in the New York...
I am always amazed at the arrogance of the financial world given how often it is dead wrong. A recent CNN article regarding the potential bankruptcy of Bed Bath & Beyond provides a textbook example. Between 2016 and 2020, the prevailing wisdom on...
Early in the Ukraine conflict, I posted several blogs discussing potential global shortages due to the large role that Russia and Ukraine play in the production of foodstuffs, neon gas (a critical commodity used in the production of computer chips), and fertilizer. While...
Many of the components of our current bout of inflation are well-documented and widely discussed. For example, used car prices increased 55% between June of 2020 and June of 2022 although they have moderated somewhat recently. And, the price of eggs rose 70%...