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A Few Thoughts about AI

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Ten Seconds into 2025. This is Thin…

You can’t clean your car to make it rain but here goes… Both growth and inflation will be higher. Fiscal and monetary policy are likely to stoke growth and inflation. In the short term a slowdown or recession is more likely. Inflation is not going away. Demographics, the interplay of fiscal and monetary policy, trade
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Efficiency X Robustness and Other Tradeoffs

Efficiency X Robustness Focus X Diversification Autocracy V Democracy
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The Longevity Imperative

The Longevity Imperative • Lifespans are increasing.• Healthspans and workspans are not keeping up. Implications: o Impact on personal finances. Will our personal savings and defined contribution pensions be sufficient for our extended lives beyond work and contingencies?o Impact on public finances. What will happen to the solvency of public pensions and what will it
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China Reflation Policy 2024

27 Sep 2024. The PBOC cut the RRR and repo which will impact the MLF and mortgage rates. They will also offer a swap facility to brokers and mutual funds. Its managed to lift equity markets as sentiment improved. Will it materially impact the economy? I don’t think so. I don’t think people are in
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