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                                     Macro-Thoughts as Guidelines of Global Dynamic Asset Allocation
New Cold War

New Cold War

Are the politicians waging a new Cold War?

China Transition

China Transition

It's a big puzzle of bad loans, stock bubbles, domestic consumption, the new Silk Road, the yuan ...

Aging Society

Aging Society

Is our world spiraling down in a great vicious cycle? Maybe the only solution is a cybernetic revolution in education and culture which won't lead to a creative destruction!

Euro Dilemma

Euro Dilemma

Ponder over Plato's wisdom - the Allegory of the Cave!

Rate Speculation

Rate Speculation

The capital market is spinning at an extremely unstable equilibrium - thanks to the QEs and the human greed!!

Delta Puzzle

Delta Puzzle

Black-Swan Impact or Butterfly Effect?? - what about the power myth of geopolitical games of globalization? - noting Soros' thoughts in "New Introduction" to The Alchemy of Finance (p.13).

Cybernetix

Cybernetix

How will the advance of artificial intelligence for processing big data transform our economy and society through the IoT?

Global Warming

Global Warming

Do you want "Red" or "Green"?

Space Era

Space Era

Mars, anyone?! - Don't mention SpaceX CEO Elon Musk. Actually, even Nobel economist Robert Shiller likes this idea for future economic growth.

Wealth Gap

Wealth Gap

How long will the rage be kept suppressed against the greed?

Stock Enigma
Labor-Market Puzzle
Pension Crisis
Mundell-Fleming Flaw
Grexit Dilemma
Cave Allegory
Shanghai Rhapsody
Unstable Equilibrium

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