Global Interest Rates Are at All-Time Lows.Here are Ten Reasons You Should Care. Interest rates around the world are so low, it is as if they are playing limbo with gophers who can go subterranean, or in this case negative. Is that a good, bad, or just a strange thing? We will look at all […]
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Escalating Trade Tariffs and their Potential Impact on the Global Economic Pie Meeting Nelson Mandela in June 1995, during the Rugby World Cup in Johannesburg (aka Invictus), was one of the most memorable events of my life. As an institutional mutual fund manager, I was on the other side of South Africa’s very first […]
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“Greed is good.” —Gordon Gecko, the infamous mogul from the iconic 1987 film Wall Street “Growth is good.” —Nearly every Central Banker on the planet Stories of unbridled greed rarely end well. During the rampant real-estate speculation that led to the financial crisis, Mr. Gecko’s audacious theory was tested yet again in financial markets. The […]
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