Category Archives: Investing

The Death of the American Upper Class

The American upper class is rapidly disappearing and in a generation will probably be too small to concern us anyway or have died out. How can this be true? It’s obvious from all the income and wealth figures that we … Continue reading

Posted in Global analysis, Investing | 5 Comments

Not in denial, in avoidance

Last week, I discussed what I think is clear about the increasing concentration of income in the hands of fewer people in the US. I used a graph of the income earned by the top 5% of US taxpayers as … Continue reading

Posted in Global analysis, Global politics, Investing, US economy, US politics | Leave a comment

The Good, the Bad, and the (Really) Revolutionary

I have three “trends” or situations I would like to raise and discuss briefly today. They are not inter-related in any direct sense, are of relevance to different people, and have very different consequences, so each should be considered separately. … Continue reading

Posted in Global analysis, Investing, migration/relocation | Leave a comment

Investing Inside Frontier Markets

In a past commentary, I discussed a redefinition of three related terms: the First, Second, and Third Worlds. The old definitions reflected a reality of the 20th century, but fail to reflect the reality of the second decade of the … Continue reading

Posted in Global analysis, Investing, US economy, US politics | 1 Comment

Decouple Yourself in the New Third World

In times past, I have discussed the subject of “decoupling” in reference to economies and financial markets. I want to discuss decoupling again, but in a very different context. I want to encourage you to consider “decoupling” your life, at … Continue reading

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