Global capital flows are increasing. In some years, the net of these flows exceeds the size of a country’s trade surplus or deficit. The investment implications of these capital flows are discussed in this article.
The media covers “newsworthy” energy events but does not offer a comprehensive picture of the global situation and where the US fits in it. This article reviews and refutes (with facts) some of the most commonly-held beliefs.
On the face of it, the Ukrainian situation is the most dangerous event for the world since the Cuban missile crisis: Russia pitted against the US with no easy out for either. But it will not escalate into a nuclear war. The US does not have the stomach for more war.
There are large differences between gambling in the US and Asia. This article sets forth these differences and traces out their significance going forward.