Thoughts from the Frontline: Tag = "Politics"

SIC Mix
  • May 26, 2023

SIC Mix

Business media is famous for propagating buzzwords and phrases, especially if they produce more clicks. The latest is Artificial Intelligence. It’s everywhere and is now a fixture in earnings calls, too. Every CEO is getting asked how AI will fit into or affect their company. It’s not quite as bad as every CEO trying to figure out how to make their company a “dot com” in 1998–1999, but almost.

Read more
Plan for Paralysis
  • May 12, 2023

Plan for Paralysis

This year’s Strategic Investment Conference is wrapped up, but it’s not over. We spent five days thinking the unthinkable. I, for one, will continue not just thinking about it but meditating on it. I believe we got some serious insight into this decade’s fin de siècle. I’ve dubbed it The Great Reset. Others have different terms. Regardless, the implications and consequences are beginning to show themselves.

Read more
Thinking the Unthinkable
  • April 7, 2023

Thinking the Unthinkable

“Thinking the Unthinkable.” What does that phrase bring to mind? To me it suggests a situation that has become so stressed you are forced to consider undesirable solutions.

Read more
Slow Change Speeds Up
  • January 20, 2023

Slow Change Speeds Up

The world’s leading CEOs, politicians, and various do-gooders were in Davos, Switzerland, this week, discussing ways to solve our collective problems and create opportunities for their own companies. The most important conversations were off the record and many of the public speeches were simply performance art. (Sadly, I wasn’t invited even though I have a few thoughts they should hear.)

Read more
Politics with No Labels
  • June 11, 2021

Politics with No Labels

You can’t always get what you want
But if you try sometime you find
You get what you need

—by Mick Jagger and Keith Richards, 1969

There’s no way around it: Investing in public companies is always political. Corporations exist because governments charter these artificial entities and legally shield the owners (shareholders) from personal liability.

Read more
Thoughts from the Frontline

Archive


Interviews with leading experts digging deep on the most urgent stories you need to know about. Get Global Macro Update Interviews with leading experts digging deep on the most urgent stories you need to know about. Get Global Macro Update