Who Has Gained From Globalization?

Who Has Gained From Globalization? The Asian middle class and the global 1% have gained the most from globalization. Picture source: Harvard Business Publishing

USA – Explaining 10-Year Yields

USA – Explaining 10-Year Yields This great chart suggests that demographics and globalization explain U.S. 10-year yields. Picture source: Arbor Research & Trading LLC

Why Is Core Inflation So Low Compared to Previous Business Cycles?

Why Is Core Inflation So Low Compared To Previous Business Cycles? The Consumer Price Index Less Food & Energy (Core CPI) is very low compared to previous business cycles in the US, for several reasons: – not fast-rising money supply – globalization: inflation is a global phenomenon – lack of wage acceleration – increase in…

The Kiril Sokoloff Interviews: Stanley F. Druckenmiller

The Kiril Sokoloff Interviews: Stanley F. Druckenmiller Stanley F. Druckenmiller, founder of Duquesne Capital, speaks with Kiril Sokoloff about life, the current stock market, the FED, his investments, populism, globalization, China, algorithms, and how he would like to be remembered. https://www.youtube.com/watch?v=G-MlrpoMig0