Cycles of Change

Knowledge - Culture - Growth

Finance and Economics

Finance and Economics

Navigating the financial markets requires a keen understanding of the ever-changing economic landscape and the ability to adjust strategies accordingly. One of the key elements in successful investing is recognizing and responding to market [...]
Abstract: This analysis explores a hypothetical scenario where the US bond market experiences a rebellion. The analysis identifies potential triggers, examines the economic and social consequences, and discusses strategies for mitigating the impact. [...]
Abstract: Bond market rebellions have occurred throughout history, often triggered by economic mismanagement, political instability, or loss of investor confidence. This exploration examines ten notable examples, analyzing the social and economic [...]
Abstract: The direction of interest rates is primarily set by central banks, influenced by economic indicators and government policies. Market rebellion occurs when investor sentiment turns against these policies, leading to unrest and significant [...]
As we enter a golden era marked by BRICS countries ramping up their gold purchases and central banks selling US treasuries to buy gold, the landscape of reserve assets is undergoing a significant shift. Historically, gold has always been considered [...]
A multi-decade debt super cycle follows a trajectory from economic expansion and rising debt accumulation, through phases of financial imbalances and crisis, to eventual deleveraging and recovery. Each phase of the cycle presents unique challenges [...]
Chamath Palihapitiya's investment strategy emphasizes the importance of foundational infrastructure supporting AI and other technologies. His focus on sectors like renewable energy, healthcare, and education reflects a long-term approach to [...]
In light of the potential threat of another major flu pandemic, a well-balanced investment portfolio should focus on diversification to mitigate risks and capitalize on opportunities. An optimal portfolio would include a mix of sectors and asset [...]
The housing market in the Czech Republic has undergone significant changes since the early 1990s. Following the fall of communism, the country transitioned from a state-controlled economy to a market-based system, which involved the privatization of [...]
The recent advent of a bifurcated market system, where both corporations and households increasingly benefit the top asset holders, has significant implications for the economy, potentially stalling a recession indefinitely or only delaying it. This [...]
Incorporating volatility and liquidity index tools into your momentum trading setups can significantly enhance your strategy by providing additional layers of analysis. These tools help in assessing the market environment, ensuring that you are [...]
The growing trend of nations like China and Russia, among others, entering trade agreements that exclude the US dollar, coupled with the rise of platforms such as the Shanghai Gold Exchange, has profound implications for gold arbitrage activities in [...]