Go Local: The Asian Invasion
Let’s look at the impact on local communities, or what I call the Asian Invasion. I talk about the rise of the Asian consumer as though it is something happening in Asia. But it’s not […]
2018-Q2
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Culture
A TED Talk by Martin Jacques is in the bibliography. Here is an important quote from it that is worth pondering: The West thinks of itself as probably the most cosmopolitan of all cultures, but […]
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Geopolitics & Geography
Geopolitics is driven by the growing competition for natural resources. That means that geography matters. China is a large country—approximately the size of the United States. It is governed by a one-party system that publishes […]
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Financial Markets & Corporations
Let’s turn to financial markets. If you look at Chinese strategic plans—China is remarkable in the extent to which it makes strategic plans public—we see China successfully implementing its goals to build global financial liquidity […]
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Intellectual Capital
I mentioned the history professor who said that the Roman Empire and British Empire had gone broke trading with China. How did that happen? This is a very old phenomenon. China—like many other Asian cultures—is […]
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Another Unanswered Question: So What Is Plan B?
If Plan A failed, what, then, is Plan B? One possibility is that the United States as the military for the Anglo-American alliance will pull back behind the oceans and significantly increase insourcing and manufacturing, […]
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An Unanswered Question: Has Plan A Failed?
In 1994, the Uruguay Round of the General Agreement on Tariffs and Trade (GATT) was completed with 123 countries participating. As a result, globalization accelerated in a very significant way, particularly after the creation of […]
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Introduction
I chose this theme —The Rise of the Asian Consumer— for our 2nd Quarter 2018 Wrap Up because this rise is a primary investment trend. Primary trends have a major impact and stay with us […]
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Context
In the 1990s, I promoted plans to help the American people—both the lower and middle classes—succeed and build wealth given the technological changes underway. My story Dillon Read & the Aristocracy of Stock Profits tells […]
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Bibliography
Here are the materials that we reviewed and found useful to prepare this commentary on the Rise of the Asian Consumer. STUDIES The Unprecedented Expansion of the Global Middle Class – An Update, Homi Kharas, […]
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Best Books for 2018
“The instruction we find in books is like fire. We fetch it from our neighbours, kindle it at home, communicate it to others, and it becomes the property of all.” ~Voltaire These are the books […]
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Closing & Credits
For as long as I live, when I look back at my time in the 2nd Quarter of 2018, I will be standing on the top of Attila in the Australian Outback. I will feel […]
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Commodities
“China is shifting its economy from the world’s largest exporter to the world’s largest consumer. Chinese citizens now have the wealth and income to pursue discretionary spending. They want to buy high-quality imported food, cosmetics, […]
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Equities
“It provides companies with access to cheap capital. And it offers virtually everyone in society an affordable and straightforward way to acquire a stake in human ingenuity. As a mechanism for lifting economic growth and […]
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Fixed Income
“…the FOMC believes that–for now–the best way forward is to keep gradually raising the federal funds rate. We are aware that, on the one hand, raising interest rates too slowly may lead to high inflation […]
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ASIAN MOVIES
“America: Let’s teach our 9 year olds to play video games. China: Let’s teach our 9 year olds to make video games so we can sell it to 9 year old American kids.” ~ a […]
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Part I: Top Ten Stories
“We’re on a timeline that leaves little space for politicians to gamble with the expectation that economic benefits will eventually trickle down to the masses. And blunt attempts at banning technological platforms, including social media […]
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Unanswered Questions, Inspiration & Go Local
“A person born in 1911 experienced…The Great Depression, Pearl Harbor, WWII, the Cold War and the risk of nuclear war, the Korean War and the rise of Communist China. Perhaps we should keep that in […]
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Donations
Vaccine Rights Attorney Legal Defense Fund ”Stand Strong for the Constitution” A Utah Coalition July Event ”What to Watch for in an Internet Without Net Neutrality (And How To Stop It) Donate Billboards Project: Let’s […]
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Financial Markets
Table of Contents “People do not necessarily know what they are doing, because our ability to comprehend even matters that concern us directly is limited – or, in the jargon, we have ‘bounded rationality’. The […]
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News, Trends & Stories
Trends We Track Part I: Top Ten Stories Trump Report Card Top News Videos Part II: Top Ten Stories UnAnswered Questions, Inspiration, & Go Local For Catherine’s audio discussion of News, Trends & Stories with […]
