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Of the US firms listed in 1900, some 80% of their value was in industries that are small or extinct today, including railroads, textiles, iron, coal and steel. Meanwhile, 70% of today's companies in the US come from industries that were small or non-existent in 1900. Technology and healthcare were almost totally absent from stock markets in 1900.
Investors often associate new technologies with "bubbles" and…
The global economy has altered enormously since 1900, with Figure 8 showing the relative rise and decline of various economies over the period. The financial market landscape has also transformed. Figure 3 shows that from a relatively evenly distributed global equity market in 1900, the US market now dominates, today accounting for around 62% of total world equity market value, despite its decline in relative…
McKinsey: A playbook for India to capture value in the arenas India must build on its strong fundamentals, young population, and ongoing structural reforms to sustain GDP growth of 8.0 to 8.5 percent over the next two decades. Indian companies could shape a dynamic market and unlock the full potential of the 18 arenas through adopting a differentiated playbook for each archetype of opportunity.
Some potential…
World GDP 2026
Executive Summary
The 2026 Investment Perspectives report presents Blackstone’s macro and market outlook for 2026, arguing that the global investment environment is being reshaped by artificial intelligence, moderating inflation, cooling labor markets, and a declining cost of capital. While growth remains uneven across sectors and geographies, the overall backdrop is resilient, with…
Direct Investment Position (US)
Overview of the Economic Crossroads The Indian economy is at a puzzling juncture as it approaches Budget 2026. Historically, low inflation was seen as universally positive, but the current record-low inflation is hurting government revenues and corporate top lines. This shift has brought a newfound focus on Nominal GDP and Debt-to-GDP dynamics over traditional real GDP and fiscal deficit metrics.…
Stagflation in 2025. Overheating in 2026 | The Daily Spark | January 14, 2026
An under-emphasized risk - "gloomy expectations can become self-fulfilling"
Who to blame? :/
Thoughts? 🔗Link
Global Macro Outlook 2026 | Ritesh Jain | Pinetree Macro
India In Charts - The House View🐅⚡🇮🇳 | Rahul Sanghi | An excellent collection! A Must Read. #India
#MacroCalendar #2026
Featuring Ian Bremmer, Cliff Cupchin, and Gerald Butts discussing the Eurasia Group's Top Risks for 2026. The report frames 2026 as a "tipping point" where the U.S. shifts from being a global shock absorber to a primary generator of political risk.
1. Top Risk: U.S. Political Revolution
The foremost risk is a fundamental transformation of the U.S. political system under President Trump, moving beyond…
🔗YT Video | #TopRisks2026 #EurasiaGroup
Airbus is an example of successful industrial policy and the rare European company that is better than its American rival. Could its success be copied elsewhere?