October 16, 2022

US voters will go to the polls in early November for the critical midterm elections that will determine the composition of the next US ...

US Midterm Elections: a bigger, longer impact than you know

September 22, 2022

Let’s start with the big picture on interest rates. 90 central banks around the world have raised interest rates. This week, Indonesia, Norway, Philippines, ...

Fed & Rates: Next Friday is the big day

September 9, 2022

Quick Intro The passage of the massive, and erroneously named, Inflation Reduction Act (IRA) is a milestone in the US fight against climate change. ...

Inflation Reduction Act: provisions and subsidies

August 14, 2022

Key takeaway: Given the inability of central banks to accurately assess risks, one must question their ability to manage policy in a manner that ...

Global Economic Activity & Monetary Policy Review: US, EU, UK, China and Japan

July 28, 2022

On Wednesday, the US Federal Reserve raised its short-term interest rates by 75 basis points, to a range of 2.25% to 2.50% from a range of ...

Interest Rates: what happens next

July 14, 2022

As we prepare for the USMidterms, I’m thinking more about #2024 & what I’d advise the next US president. The one key area I ...

Inflation: what I’d advise the next president

June 29, 2022

A Myriad of Changes in a Disrupted World The plastics industry is one that is highly dependent on energy and water for its operation. ...

Plastics Industry & the Impact of Global Developments

June 17, 2022

Since it’s been a one-way street negative market narrative during the recent sell-off, I thought it may be helpful to put down a list ...

Economic & Market Positives vs. Negatives

June 9, 2022

There is a lot of market discussion about an upcoming recession caused by the Federal Reserve tightening monetary policy as they attempt to combat ...

No, the Fed alone will not kill the US economy

May 19, 2022

By now, everyone has seen a daily deterioration of the global stock markets. The US has been driving the movement with declines between 1-4%+ ...

Two Simple Causes of Stock Market Crash

May 11, 2022

Where we’ve been, where we are and where we’re going May 2022 Report Introduction Although space has captivated the minds of many Americans since ...

The Space Sector

April 21, 2022

Had a great time discussing the coming food shortages and insecurity from a combo of Ukraine war and droughts in US and Brazil. Water ...

Ukraine, Food Shortages/Insecurity & Water Availability: market impact