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Demographics And “The Internet Of Things”

A DECADE from now, you might wake up in the morning and:…

Step on scales that quickly shoot data to a service provider that helps you decide how long and hard to exercise on the treadmill that day.
Brush your

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The Failure Of Abenomics Should Be No Surprise

By John Richardson

The steepest  decline in Japanese industrial production since March 2011 has shocked some commentators. We cannot understand why.

“Industrial output dropped 3.3% in June from May, the trade ministry said today in Tokyo, more than twice the …

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European Energy Sovereign Wealth Fund Needed

By John Richardson

THE blog met with an old friend on its recent trip to the UK, a scientist, who moaned about her local MP’s  ignorance about why energy self-sufficiency was vital for any economy.

“He is opposed to shale …

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China: Half Of All Loans Collateralised By Land, Real Estate

By John Richardson

BEN Bernanke, who as at that time chairman of the Fed, warned in July 2007 that the cost of the US sub-prime crisis would amount to $100bn.

To be honest, we struggled to find a final estimate …

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China Commodities Fraud: The Global Implications

By John Richardson

An eerie calm has descended over financial and commodity markets with volatility at a record low.

The calm is eerie because it reminds us of the build-up to September 2008.

Back then, not one single mainstream economist …

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Central Banks Risk Being Behind The Curve

By John Richardson

BACK in 2003 the Bank for International Settlements (BIS) predicted that dangerous imbalances were building up in the global financial system.

The BIS, a Brussels-based international organisation for central banks, was worried that the Fed and other …

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US To Lose Out To China In Energy Race

By John Richardson

ARE you either a “tree hugger” or a “climate science denier”? If you fall into one of these two categories, you will be one of the dwindling minority of people who support a multi-faceted approach to US …

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China To Follow In America’s Oil And Gas Footsteps

By John Richardson

DURING the economic Supercycle it all worked beautifully, as the above picture indicates.

China sold stuff to the West and then bought lots of US Treasuries from their earnings in order to keep US interest rates low. …

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Help Us Answer Some Very Important Questions

 

Sometimes two  graphs can be worth a thousand words.

IF the world economy is well and truly on the right course then why is that global chemicals operating rates have yet to return to their pre-crisis levels? (see the …

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Thailand’s Coup: The Economic Suspension Has Gone

By John Richardson

WE are  going to feel every political, social and economic bump in the road from now on because the suspension on the proverbial automobile has gone.

No longer can Asian economies compensate for their domestic problems in …

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