China

Is China Doomed?

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Is China Doomed?  Don’t Hold Your Breath  Bitcoin’s from time to time, coverage of China rises to a crescendo in the popular media.  China coverage reflects some of the same schizophrenia that afflicts much of the media’s output.  At many...
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October 06, 2016

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Healthcare and Global Demand Growth Around the world, rising living standards are driving global demand growth for goods and services.  We have often written about the rise of new global middle classes as linchpins of this growth – particularly the...
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March 11, 2016

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No, Chicken Little, the sky ain’t falling Data continue to come in showing that fears of a U.S. recession are groundless — good GDP growth, good job growth, continued improvement in labor force participation, improvement in “underemployment” (when workers want...
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