September Market Insights by James Thorne
Covid’s Lasting Economic Scar & A Goldilocks 2022? Download this article as a PDF. “This porridge is just right.” – Goldilocks and the Three Bears As the delta variant exerts its strength, the world is coming to terms with the sobering reality that Covid-19 is not going away anytime soon. Since the pandemic […]
August Market Insights by James Thorne: The Case for Deflation
The Case for Deflation: Central Banks & Princes of the Yen Download this article as a PDF. “Central banks have the power to create economic, political and social change.” — Princes of the Yen, 2003. In his book, Princes of the Yen, Richard Werner warns us to never underestimate the central bank’s ability to achieve its agenda[1]. He […]
July Market Insights by James Thorne
Meme Stocks, Millennials and The Fourth Turning Download this article as a PDF. “We are the middle children of history…raised on television to believe that one day we’d all be millionaires, and movie gods, and rock stars. But we won’t. And we’re slowly learning that fact. And we’re very, very pissed off.” — Fight Club, 1999. […]
June Market Insights by James Thorne
Welcome to the Matrix: Cryptocurrencies Download this article as a PDF. “Denial is the most predictable of all human responses.” — The Architect, The Matrix, 1999. In The Matrix, one of the top cyberpunk movies of all time1, the protagonist, Neo, is offered the option of a red or blue pill by the […]
May Market Insights by James Thorne
Our Chief Market Strategist Dr. James Thorne shares his May Market Insights – Breaking Bad: Modern Monetary Theory (MMT) Going Mainstream.
Casablanca: The New Commodity Supercycle
“Just because you despise me, you are the only one I trust.” (Casablanca, 1942) Perhaps one of the greatest films of all time, Casablanca is a love story about an American expat facing the moral dilemma of choosing between his love for a woman and helping the escape of her husband, a French Resistance leader. […]
Market Insights: The 2020s: A Roaring Repeat?
“So we beat on, boats against the current, borne back ceaselessly into the past.” – F. Scott Fitzgerald, The Great Gatsby Depicting a period of dramatic social, technological and economic change, The Great Gatsby, set in 1922, is often seen as a somber critique of the American Dream. Jay Gatsby overcomes a poor past to […]
Market Insights Outlook: China — Crouching Dragon – Dr. Jim Thorne
On Darwinism: “In the struggle for survival, the fittest win out at the expense of their rivals because they succeed in adapting themselves best to their environment.” – Civilizations Past & Present, 1960 Often, it is not the strongest that survives, nor the most intelligent. It is the one most adaptable to change. Darwin’s […]
Market Insights: A Republic, If You Can Keep It
The year was 1787. At the Constitutional Convention, Benjamin Franklin walked out of Independence Hall and someone shouted: “Well, Doctor, what have we got? A republic or a monarchy?” To this, Franklin reportedly replied: “A republic, if you can keep it.” Threatened by the rise of populism, the effects of a pandemic and the results […]
Through The Gates Of History – Dr. Jim Thorne
“Sometime before the year 2025, America will pass through a great gate in history, one commensurate with the American Revolution, Civil War and twin emergencies of the Great Depression and World War II.” — The Fourth Turning, William Strauss & Neil Howe Strauss and Howe’s book, “The Fourth Turning,” describes the recurring generational cycle in […]