Ten Messages from the Past
My articles typically follow this structure: Pick an economic or financial market topic that is controversial and important. And then provide a...
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The Weather Economy
It’s probably not a groundbreaking revelation to you that Germany’s natural gas storage is dangerously low and has been dangerously low for a long...
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The Golden Age of Customer Relationships?
Most tangible assets are fairly easy to replicate these days due to automation technology. Therefore, the lion share of value creation will likely...
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🔎The truth about the China Shock 2.0.
TLDR Summary China’s exports are booming once again. And this time they are not just producing cheap junk. They are innovating, taking over...
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🔎Is Europe sleepwalking into World War III?
The most useful way to think about the current war in eastern Europe is not to frame it as a confrontation between Ukraine and Russia, but between...
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