• Jan 19, 2023

The following excerpts were taken from the July 2015 Global Macroeconomic Analysis presentation.  ...

• Dec 31, 2022

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• Dec 02, 2022

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• Nov 15, 2022

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• Nov 06, 2022

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• Sep 03, 2022

Opening Statement from the August 2022 CCPM Forecaster Originally published on Jul 31, 2022 The Fed, Inflation, and U.S. Economy After increasing rates in June by 75bp, as expected the Fed raised...

• Jul 29, 2022

Prior to 1979, China’s economy was routed primarily in centralized policies spearheaded by Mao Zedong. After Mao’s death in 1976, Dung Xiaoping's gradual rise to power led to opening China...

• Jul 12, 2022

See Understanding China's Critical Juncture (Updated Info) for the world's most comprehensive research presentation on China's current and long-term challenges.

• Jun 15, 2022

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• Jun 14, 2022

See Understanding China's Critical Juncture (Updated Info) for the world's most comprehensive research presentation on China's current and long-term challenges.

• Jun 07, 2022

Updated October 5, 2023. We believe the research materials comprising The China Report (5-hour video presentation and 255-page presentation notes) provide everything investors need to build a frame......

• May 26, 2022

Mike first discussed the impact of demographics on economics, pensions and society in America's Financial Apocalypse (2006, original expanded version).  Then in 2012, he discussed demographics a...

• May 14, 2022

See Understanding China's Critical Juncture (Updated Info) for the world's most comprehensive research presentation on China's current and long-term challenges.

• May 13, 2022

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• May 12, 2022

See Understanding China's Critical Juncture (Updated Info) for the world's most comprehensive research presentation on China's current and long-term challenges.