Tag Archives: asymmetric

2019: Fragmented, Unevenly Distributed, Asymmetric, Opaque

Here are the key dynamics of 2019: fragmented, unevenly distributed, asymmetric, opaque. Want to know what’s happening with inflation, deflation, recession, populism, etc.? It depends on what you own, when you own it, where you own it and its relative scarcity and … Continue reading

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The Next Recession Will Be Devastatingly Non-Linear

Linear correlations are intuitive: if GDP declines 2% in the next recession, and employment declines 2%, we get it: the scale and size of the decline aligns. In a linear correlation, we’d expect sales to drop by about 2%, businesses closing … Continue reading

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