Information is everywhere, Insight is priceless

The world's two largest economies operating on different cycles has been a good thing for the global economy.

The Xi Biden Meeting at the APEC Forum won't accomplish much, but at least they're talking. Or pretending too.

Lifting sanctions on Venezuelan oil will do the country a world of good if its president can behave himself. He can’t.

The US economy is looking at a recession in 2024 - that isn't going to do Biden, or the world, any favors.

The AI Safety Summit this week is a good idea, but an workable AI solution requires knowing what the problem is.

Joe Biden is showing his support for the UAW strike and announcing that he literally can't put two and two together.

Peak China happened before the covid lockdowns, can it ever get its fung shui back?

Price volatility is bad voodoo for the economy's upbeat mojo.

Energy demand is at a global high, OPEC+ has wildly cut production, and 20% of the supply is under sanctions - so what's up with oil prices?

China's economy has peaked, what are the take-aways for the US and it's industrial policy?

What will happen with a US default? Hard to say, but some of the damage is already done.

Decoupling of the Russian economy won't do more to global markets that it already has. Decoupling of China will be miserable.

Banking scares go both ways - as deposits and credit disappears. The panic was the sound of something breaking.

After a strong start to the year, investors are hopeful for a rousing 2023. Beware of desperate exuberance.

China's reopening is winding up to be the economic story of the year - but it's only February and the red flags are fluttering.

The Government has maxed-out its credit, but won't stop spending. Default looms and zaniness ensues.

Dispatch from the bar at the World Economic Forum in Davos: The end ins't ending, just confused.

2022 was the worst year for stocks since 2008, and the worst of bonds, ever. Crypto was a mighty train wreck. Happy New Year.

The biggest mid-term turnout in American history, with red waves and democracy on the ballot , has produced...not much.

What is causing this double-knit, flared inflation?