Jeremy Grantham put out a great quarterly letter about the scarcity of commodities and the marked rise of commodity prices, calling this “the mother of all paradigm shifts”. Two interesting points in ...

Current data, alongside several longstanding global shifts, reveal that the global economy is transitioning. The global economy may be shifting from a low inflationary paradigm driven by ...

It’s become impossible to predict the trajectory of the Congressional appropriations process.

With the absence of a V-shaped recovery, we can expect to experience the ramifications of the financial crisis for a long time, with a great likelihood that we’ll see paradigm shifts in the years ...