COVID-19 Infecting Economic Supply and Demand

April 27, 2020 There’s an obvious, yet profound, concept that explains why the economy is in danger. It is this – one person’s spending is another person’s income. This relationship is the essence of the $87 trillion global economy. The interplay between spending,...

The Global Debt Bubble is Waiting to Burst

March 23, 2020 Debt all over the world has been exploding. The behavior isn’t going to change. So, the question is – when will the bubble burst and spark a crisis? While final numbers aren’t in, forecasts show worldwide debt topped $255 trillion, which is a new...

The Wrath of the Butterfly

April 20, 2020 You may have heard of the “butterfly effect.” It’s when a small, seemingly insignificant change in a system can lead to large and unpredictable variation in that system over time. A common example of the concept is a butterfly flapping its wings in...

An American Sob Story

April 13, 2020 In a crisis, everything is stress-tested. That includes business models. Companies thought to be large enough to handle anything are being stretched to their limits. The COVID-19 crisis is illuminating the value of preparation and the steep costs of not...

Hope Amongst Volatility

April 6, 2020 I want to take a slightly positive viewpoint on this post because, despite the COVID-19 crisis, investors do have a reason to be hopeful. Last month saw the market’s worst trading day since 1987, featuring a 12 percent drop in the S&P 500 index....