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The popcorn party's here for the next seven days as Adam Ball & Van Connor take a look at everything hitting screens near you, including a look at Cleaner, Another Simple Favour, Borrowed Time: Lennon's Lost Decade and Marvel's Thunderbolts*. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of The Learning Curve, co-hosts U-Arkansas Prof. Albert Cheng and Alisha Searcy interview Steven Wilson, a senior fellow at Pioneer Institute and a leading voice in education reform. Mr. Wilson discusses his journey into K-12 education policy, reflecting on his early work with Gov. Bill Weld and the landmark 1993 Massachusetts Education […]
In this episode of The Learning Curve, co-hosts U-Arkansas Prof. Albert Cheng and Alisha Searcy interview Steven Wilson, a senior fellow at Pioneer Institute and a leading voice in education reform. Mr. Wilson discusses his journey into K-12 education policy, reflecting on his early work with Gov. Bill Weld and the landmark 1993 Massachusetts Education […]
Links & ResourcesFollow us on social media for updates: Instagram | YouTubeCheck out our recommended tool: Prop StreamThank you for tuning in! If you enjoyed this episode, please rate, follow, and review our podcast. Don't forget to share it with friends who might find it valuable. Stay connected for more insights in our next episode!
In this episode of The Learning Curve, co-hosts U-Arkansas Prof. Albert Cheng and Alisha Searcy interview Steven Wilson, a senior fellow at Pioneer Institute and a leading voice in education reform. Mr. Wilson discusses his journey into K-12 education policy, reflecting on his early work with Gov. Bill Weld and the landmark 1993 Massachusetts Education Reform Act (MERA), which helped propel the state's schools to national and international success. Steven highlights the contributions of Linda Brown and Building Excellent Schools in fostering high-performing charter leaders and networks and addresses the political and curricular challenges charters face today. Wilson also examines the academic stagnation that continued with the 2024 NAEP results, linking it to the adoption of Common Core and broader shifts in education policy. He explores the intersection of K-12 curricula with race- and class-based politics and discusses themes from his newly published book, The Lost Decade. He continues by discussing policy recommendations, calling for a renewed focus on rigorous academics to close achievement gaps and restore excellence and equality of opportunity in American education. In closing, Wilson reads a passage from The Lost Decade.
The Transfer Portal opened… and so did Pandora's box. Vince and Ryan dive headfirst into the chaos swirling around FSU football's latest roster shakeups — who's in, who's out, and who might be giving anxiety flashbacks to the Lost Decade.Earlier this week, the Diamond 'Noles brought back some MUCH NEEDED normalcy and some healing after last week's tragedy. That would have been enough, but they topped it off with clutch bats, elite speed, and highlight defense.Plus: some thoughts on how music has been healing to the soul of the FSU family (and the show).#FSU #FSUFootball #TransferPortal #CollegeBaseball #Noles #Seminoles #NorvellEra #FSUBaseball #GarnetAndOld #SendChiefs #PortalPanic #TribeVibes #ScrewESPN #ACCDrama #HealingThroughMusicCONNECT WITH US!========================================https://twitter.com/Garnet_Oldhttps://www.facebook.com/GarnetandOldhttps://www.instagram.com/garnetandold/https://twitter.com/BigPapaEasthttps://twitter.com/vcnole========================================LIVE from the Captain Black Studios!https://www.captainblacksfishing.com/https://www.facebook.com/PanamaCityFishingCharters
The Conservative Party has dubbed the past nine years of Liberal rule a “lost decade” — a period defined by stagnating wages, soaring debt and declining productivity. But Alberta Central's chief economist Charles St-Arnaud says the story is more complicated — and more alarming. In this wide-ranging and insightful interview with host Rob Brown on West of Centre Short, St-Arnaud traces Canada's economic malaise back not just to 2015, but to structural problems that have been festering for 25 to 30 years. He argues that the oil and gas boom of the early 2000s papered over deep weaknesses in manufacturing and exports. Since the 2014 oil crash, Canada has seen a collapse in investment, rising household debt and a disturbing lag in productivity. With GDP per capita now lagging behind that of peer nations, he says the country faces a pivotal moment: one that calls for renewed investment in infrastructure and productive capital, a rethink of immigration and regulatory frameworks, and a broad effort to strengthen non-energy sectors — or risk a future defined by economic stagnation.
YouTube link: https://youtube.com/live/zAVOENsV_uMSupport the show
On this episode of "The Federalist Radio Hour," Steven Wilson, a senior fellow at the Pioneer Institute for Public Policy Research and co-founder of the National Summer School Initiative, joins Federalist Senior Elections Correspondent Matt Kittle to discuss the downfall of the American education system and explain whether it can be redeemed. You can find Wilson's book The Lost Decade: Returning to the Fight for Better Schools in America here. If you care about combating the corrupt media that continue to inflict devastating damage, please give a gift to help The Federalist do the real journalism America needs.
On this episode of “The Federalist Radio Hour,” Steven Wilson, a senior fellow at the Pioneer Institute for Public Policy Research and co-founder of the National Summer School Initiative, joins Federalist Senior Elections Correspondent Matt Kittle to discuss the downfall of the American education system and explain whether it can be redeemed. You can find […]
ตั้งแต่ต้นปี 2025 มีหลายเหตุการณ์ ที่ทำให้นักลงทุน ถึงกับทำตัวไม่ถูก เมื่อตลาดหุ้นสหรัฐฯ ที่เคยทำผลงานได้ดี กลับแย่ ในทางตรงกันข้าม ตลาดหุ้นจีน ที่ทุกคนบอกว่าเศรษฐกิจกำลังแย่ แต่กลับทำผลงานได้ดี ขณะเดียวกัน ทั้งตลาดหุ้นสหรัฐฯ และจีน ยังถูกมองว่าอาจเข้าสู่ทศวรรษที่สูญหาย หรือ Lost Decade ในเวลาอันใกล้ ความจริงแล้วตลาดหุ้นจีน-สหรัฐฯ มีโอกาสจะเผชิญกับทศวรรษที่สูญหาย มากแค่ไหน แล้วถ้าเกิดขึ้นจริง นักลงทุนต้องเตรียมรับมืออย่างไร ? Talk ลงทุนแมน ชวนมาหาคำตอบ เรื่องนี้ไปพร้อม ๆ กัน จาก 2 มุมมอง ของนักลงทุนที่ลงทุนทั้งในสหรัฐฯ และจีน อย่างคุณกิตติศักดิ์ โควินท์ทวีวัฒน์ นักลงทุนเน้นคุณค่า และเจ้าของเพจ Billionaire VI และคุณธณัฐ เตชะเลิศ ประธานเจ้าหน้าที่บริหาร บริษัท แอลทีเอ็มเอช จำกัด (มหาชน) ลงทุนแมน ลงทุนในความรู้ การลงทุนในความรู้ไม่มีความเสี่ยง ผู้ลงทุนควรกด ”Subscribe” ลงทุนแมนไว้ในทุกช่องทาง ติดตามลงทุนแมนได้ที่ Website - https://www.longtunman.com Blockdit - https://www.blockdit.com/longtunman Facebook - https://www.facebook.com/longtunman Twitter - https://twitter.com/longtunman Instagram - https://www.instagram.com/longtunman/?hl=th Line - https://page.line.me/ayw2996y YouTube -https://www.youtube.com/longtunman Spotify - https://open.spotify.com/show/4jz0qVn1AL7tRMHiTvMbZH Soundcloud - http://soundcloud.com/longtunman Apple Podcasts - https://podcasts.apple.com/th/podcast Clubhouse - @longtunman #ลงทุนแมน #longtunman
Mon, 31 Mar 2025 04:45:00 +0000 https://jungeanleger.podigee.io/2124-d-d-research-rendezvous-12-trump-ein-borse-fail-europa-aktien-auch-im-q2-besser-dazu-merz-ausgaben-lost-decade-in-osterreich 23f38f47fedb0ffd31f83466f2a7d81d Gunter Deuber, Head of Raiffeisen Research, trifft sich mit Podcast-Host Christian Drastil regelmässig zum "D&D Research Rendezvous". Die Folge 12 hat den Zeitstempel Ende Q1/25. Was sagt Gunter zu den faustdicken Überraschungen der letzten drei Monate am Kapitalmarkt? Wie bewertet er den aktuellen Grad der Verunsicherung gerade am amerikanischen Aktienmarkt? Wie haben österreichische Aktien in diesem Umfeld abgeschnitten? Freilich lassen wir auch den Anleihenmarkt nicht aus, da gibt es ebenfalls einiges zu besprechen. Ausblick: Welches Potenzial sieht Gunter noch in europäischen Aktien im Vergleich zu amerikanischen Aktien? Was kann derzeit am Kapitalmarkt eine sinnvolle Strategie in Zeiten der extremen Unsicherheit sein? Was wird die hauseigene Investorenkonferenz in Zürs bringen? Bottom Line: Gunter sieht Trump als grossen Fail am Kapitalmarkt, die Lost Decade für Österreich wird wahrscheinlicher und die Merz.Ausgaben muss man differenziert sehen. - Ältere Folgen: https://audio-cd.at/search/rendezvous - https://www.raiffeisenresearch.com/ - https://www.linkedin.com/showcase/raiffeisen-research/ - http://www.kapitalmarkt-stimme.at About: Die Serie D&D Research Rendezvous ist eine gemeinsame Idee von Raiffeisen Research und dem Podcaster Christian Drastil, der im Q4/24 in Frankfurt als "Finfluencer & Finanznetworker #1 Austria" ausgezeichnet wurde, die Talks finden im Rahmen von http://www.audio-cd.at und dem Podcast "Audio-CD.at Indie Podcasts" statt. Bewertungen bei Apple (oder auch Spotify) machen Freude: http://www.audio-cd.at/spotify , http://www.audio-cd.at/apple . 2124 full no Christian Drastil Comm.
In this episode, we're diving into one of the most important (and misunderstood) topics in the stock market: what happens when things start to go south. We break down corrections, bear markets, and recessions—and how to tell the difference between them—while also exploring whether we could be on the verge of another "lost decade" for investors.We also take a closer look at the current disconnect between how people feel about the economy (sentiment) and what the numbers are actually showing. From cautious consumers and rising savings rates to record-high household debt and steady earnings growth, the story is more nuanced than headlines suggest.If you're feeling uncertain about where the market is headed or what it all means for your portfolio, we've got you. We walk through smart investing strategies, explain the importance of asset allocation (especially as you approach retirement), and share how to stay focused when the noise gets loud.------------------------------------------------
We're back with Episode 19 of Tandem Talk – for having nothing to say, we sure do have a lot to talk about! Tune in as we discuss the unprecedented levels of market narrowness and overconcentration investors are faced with today. What has happened to the S&P 500? Are markets changed forever? Is it really different “this time”? If history (or probability) is any indication, it's not. Later, we revisit the “Lost Decade” of the aughts, and recount lessons learned. The takeaway is quite simple: if you invest like everyone else, during boom times you will boom, and during bust expect to bust. But hard times in the index does not mean hard times for all stocks, or all investors either.
Since the bursting of China's real-estate bubble in mid-2021, there has been a growing concern that the country's economy could end up like that of Japan in the early 1990s. In this episode of the Sound of Economics, Yuyun Zhan invites Alicia García-Herrero and Jianwei Xu to discuss China's structural deceleration, the striking similarities and key differences with Japan's experience, and what this could mean for Europe and the global economy, as explored in their latest policy brief. This episode is part of the ZhōngHuá Mundus series of The Sound of Economics. ZhōngHuá Mundus is a newsletter by Bruegel, bringing you monthly analysis of China in the world, as seen from Europe. Sign up now to receive it in your mailbox!
Stock market valuations remain high by nearly every valuation metric.And what concerns today's guest is that the earnings estimates being used to price stocks today seem far above what the free cash flows of the underlying companies will be able to deliver.In short, stocks prices appear to be promising returns that their actual profit growth simply can't meet.We'll discuss this concerning disconnect today with Chance Finucane, Chief Investment Office at Oxbow Advisors. We'll also address the other big trends factoring into his portfolio allocation decisions right now.Oxbow Advisors is a financial advisory firm founded by Ted Oakley that specializes in the needs of high net worth clients. As Ted's CIO, Chance will share with us what find of market outlook the firm sees ahead for the rest of the year and how it is positioning its client's assets for it.Follow Chance at http://oxbowadvisors.com/Or at http://youtube.com/@oxbowadvisorsTIME'S RUNNING OUT! BUY YOUR TICKET AT THE EARLY BIRD PRICE FOR OUR MARCH 15 CONFERENCE at https://thoughtfulmoney.com/conference
In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, explores the importance of diversification and why blindly following the S&P 500 may not be the best investment strategy. While many investors believe in a simple, passive approach, history has shown that overreliance on any single asset class can be risky - especially in unpredictable market cycles. Key highlights of the episode include: • Lessons learned from the Lost Decade (2000-2010) and how a stagnant S&P 500 impacted investors. • Why the four largest companies in the world in 1989 - based in Japan - led to a 30-year bear market. • The role of alternative investments such as private equity, private debt, and infrastructure in modern portfolios. • How PAX Financial Group approaches diversification to balance risk and opportunity in today's market. For additional insights and to learn how PAX Financial Group can guide your financial journey, visit www.PAXFinancialGroup.com. If you enjoyed this episode, share it with someone who could benefit! Resources: Amazon.com: The Allocator's Edge: A modern guide to alternative investments and the future of diversification: 9780857197931: Huber, Phil, Asness, Clifford: Books
In this episode of The Learning Curve, co-hosts U-Arkansas Prof. Albert Cheng and Alisha Searcy interview Steven Wilson, a senior fellow at Pioneer Institute and a leading voice in education reform. Mr. Wilson discusses his journey into K-12 education policy, reflecting on his early work with Gov. Bill Weld and the landmark 1993 Massachusetts Education […]
In this episode of The Learning Curve, co-hosts U-Arkansas Prof. Albert Cheng and Alisha Searcy interview Steven Wilson, a senior fellow at Pioneer Institute and a leading voice in education reform. Mr. Wilson discusses his journey into K-12 education policy, reflecting on his early work with Gov. Bill Weld and the landmark 1993 Massachusetts Education Reform Act (MERA), which helped propel the state's schools to national and international success. Steven highlights the contributions of Linda Brown and Building Excellent Schools in fostering high-performing charter leaders and networks and addresses the political and curricular challenges charters face today. Wilson also examines the academic stagnation that continued with the 2024 NAEP results, linking it to the adoption of Common Core and broader shifts in education policy. He explores the intersection of K-12 curricula with race- and class-based politics and discusses themes from his upcoming book, The Lost Decade. He continues by discussing policy recommendations, calling for a renewed focus on rigorous academics to close achievement gaps and restore excellence and equality of opportunity in American education. In closing, Wilson reads a passage from his new book The Lost Decade.
Links & Resources Follow us on social media for updates: Instagram | YouTube Check out our recommended tool: Prop Stream Thank you for tuning in! If you enjoyed this episode, please rate, follow, and review our podcast. Don't forget to share it with friends who might find it valuable. Stay connected for more insights in our next episode!
To kick off 2025, Kelly talks with Richard Fontaine, CEO of the Center for New American Security, about his new report with the Council on Foreign Relations: No Limits? The China-Russia Relationship and U.S. Foreign Policy. Richard is the chief executive officer of the Center for a New American Security. Prior to CNAS, Richard was a foreign policy advisor to Senator John McCain and served in the State Department and on the staff of the Senate Foreign Relations Committee. He also served as associate director for Near Eastern affairs at the National Security Council and worked on Southeast Asian issues in the NSC's Asian Affairs directorate. In 2024, Richard co-authored the Lost Decade: The U.S. Pivot to Asia and the Rise of Chinese Power, with Ambassador Robert Blackwill. Please find the book in our show notes, as well as a link to Robert and Richard's recent report. CFR | No Limits? The China-Russia Relationship and U.S. Foreign Policy: https://www.cfr.org/report/no-limits-china-russia-relationship-and-us-foreign-policy The Lost Decade: https://www.amazon.com/Lost-Decade-Pivot-Chinese-Power/dp/0197677940 The opinions expressed in this conversation are strictly those of the participants and do not represent the views of Georgetown University or any government entity. Produced by Freddie Mallinson and Theo Malhotra. Recorded on January 10, 2025. Diplomatic Immunity, a podcast from the Institute for the Study of Diplomacy at Georgetown University, brings you frank and candid conversations with experts on the issues facing diplomats and national security decision-makers around the world. Funding support from the Carnegie Corporation of New York. For more, visit our website, and follow us on Linkedin, Twitter @GUDiplomacy, and Instagram @isd.georgetown
A version of this essay has been published by Open Magazine at https://openthemagazine.com/columns/shadow-warrior/I have been thinking about the ongoing vilification of Hindus in the media/social media for some time, e.g. the Economist magazine's bizarre choice of Bangladesh as its country of the year while Bangladeshis are genociding Hindus. The simplest way I could account for it is as the very opposite of Milan Kundera's acclaimed novel The Unbearable Lightness of Being. There is some karma at play here, and it is very heavy.The nation of immigrants, or to be more precise, its Deep State, is apparently turning against some of its most successful immigrants: law-abiding, tax-paying, docile ones. Irony, while others go on murderous sprees. In an insightful article in Open magazine, Amit Majmudar explains Why They Hate Us.There has been an astonishing outpouring of pure hatred against Indians in general, and Hindus in particular, on the Internet in the wake of Sriram Krishnan's seemingly accurate statement that country caps on H1-B visas are counterproductive. But this was merely a spike: for at least a year, Hindus have been vilified and name-called as “pajeets” and “street-shi**ers” on the net.It is intriguing that in 2024, both Jews and Hindus have been targeted: Jews by the extreme left on Gaza, and Hindus by both the extreme left and the extreme right, on what is, basically, a non-issue. H1-B is a very minor issue compared to, say, the wars and the US national debt.In fact, the H1-B brouhaha may well turn out to be a medium-term plus for India if it compels young Indians to seek employment at home. It will of course be a minus for the million-plus Indian-origin individuals who are in line for Green Cards, given the per-country cap of 9800 per year: mathematically, it will take them over a century to gain permanent residence.From the host country's point of view too, it is necessary to distinguish between generally desirable immigrants who contribute to the national wealth, as opposed to others who are a net burden on the exchequer, as I wrote recently.On reflection I attribute the withering assault on Hindus to four things: racism, religious bigotry, economics and geo-economics, and narrative-building.Presumably, all this had something to do with British colonial propaganda, which painted India as an utterly horrifying and pestilential country. Motivated and prejudiced imperialists ranging from James Mill to Winston Churchill were considered truthful historians. And it continues. I mentioned above the Economist magazine's baffling decision to certify Bangladesh's Islamist reign of terror.In another instance, in the Financial Times, a British chess correspondent (a nonagenarian named Leonard Barden), was underwhelmed by D Gukesh's staggering feat of becoming world champion at a teenager, and seemed to suggest that a) Gukesh won because his opponent Ding Liren of China was ill, b) Gukesh would have lost to either of two Americans, Caruana and Nakamura (both immigrants to the US, incidentally) if they had been in the fray. Barden, who probably remembers imperial times, also seemed to think poorly of the emerging Indian challenge in chess. These Anglosphere prejudices affect Americans.I also have some personal experience of American racism, as someone who went to the US on a student visa, got his Green Card and stayed on for twenty years before returning to India. A factor in my return was alienation, and the feeling of being an unwanted outsider, engendered by casual racism, even though on the face of it, I had a great life: good job in Silicon Valley, nice house, dream car. Obama's and Biden's regimes did nothing to change that feeling. Trump's second coming may not either.RacismIn general, I find Americans to be very nice people, gregarious, friendly and thoughtful: I had a number of good friends when I lived there. But I also think that racism is inbuilt into the culture (after all, it has not been that long since Brown v. Board of Education, Bull Connor, Jim Crow, George Wallace; and earlier the Asian Exclusion Act).There have been many acts of discrimination and racism against Hindus (although the term “Hindoo” [sic] included Sikhs and Muslims as well). See, e.g., the serious anti-Indian riots in Bellingham, WA in 1907 when “500 working class white men violently expelled Hindoo migrants from the city”. (both images courtesy @Hindoohistory on Twitter).Another remarkable story was the saga of Bhagat Singh Dhind, a Sikh, who was granted US citizenship three times, only to have it be taken away twice. The first time, in 1913, it was because, although ‘Hindoos' are Caucasians, they are not white. The second time, because the Supreme Court ruled in 1923 (US v Bhagat Singh Thind) that it would retrospectively cancel the citizenship of some 77 naturalized ‘Hindoos' based on the 1917 Immigration Act.The “Barred Zone” provision in that 1917 Act denied citizenship to Indians and Southeast Asians by making a large swathe of territory in Asia verboten. Curiously, Japanese, Koreans and some Chinese were exempt. Iranians, some Afghans (and some Baloch, if you look at the map closely) were deemed white. So far as I know, that is still the working definition of “white” in the US. (source: qz.com)There were real human costs: there is the sad story of Vaishno Das Bagai, a San Francisco businessman, who was rendered stateless after denaturalization, and seeing no way out (he was a Ghadar Party activist against British rule in India) committed suicide.Anyway, Dhind, evidently a persistent fellow, got his citizenship a third time because he had served in the US Army in World War I. Third time lucky: his citizenship was not revoked again.After the Luce-Celler Act of 1946, 100 Indians and 100 Filipinos a year were allowed to immigrate to the US, with the prospect of future naturalization as US citizens. Race based limitations were replaced with a quota system by the 1952 Immigration and Nationality Act (aka McCarran-Walter Act), but it still retained significant caps based on national origin; that Act also introduced the H-1 category for skilled immigrants.As a result of all this, the number of Indian immigrants to the US (e.g. nurses) started going up. The general euphoria surrounding the Civil Rights Movement also conferred a certain respect upon Gandhi, because Martin Luther King reportedly was inspired by his non-violent techniques of protest.But that did not mean US blacks made common cause with Indians, because often unofficial ‘minority quotas' were achieved by bringing in Indians and Chinese, which in effect meant blacks did not get the jobs they legitimately spilled their blood for.I was one of those who went through the ‘labor certification' process in the 1980s, when it was relatively easy to get a Green Card because there were very few Indians applying. The trickle became a flood after the Y2K issue when a lot of Indians arrived on H1-Bs.I personally experienced mild forms of public racism, for instance from Latinos in New Jersey calling me a ‘dot-head', to an unseen voice shouting “No Indians wanted here” when I was being shown apartments in NJ. This was around the time Navroze Mody was beaten to death in Hoboken, NJ by ‘Dotbusters'.Later, there were whites asking if I were leaving the country when I walked out of a mall with a suitcase in Fremont, California. When I said yes, they expressed their approval.Religious bigotryThe death of former US President Jimmy Carter at the age of 100 is a reminder of the power of fundamentalist Christians in the US. He was a faithful member of the Baptist Church, and in his eulogies, he was praised as a simple and decent man who upheld his Christian beliefs.But the impression of Baptists, and American evangelists in general, in India is vastly different. They were implicated in the story of the fervid young American man who attempted to evangelize the famously hostile tribals of North Sentinel Island. They promptly shot him dead with arrows for his pains.The result of Christian conversion in India has often been negative, contrary to pious platitudes. It has created severe fissures in society, turning family members against each other. The net result of conversion has been to create separatism.Verrier Elwin, a missionary, converted large numbers of people in the Northeast of India, and the result has been calls for a separate Christian nation in that area. Sheikh Hasina, before being deposed, claimed that there were plans afoot for a Christian “Zo” nation, for Zo/Kuki/Mizo/Naga converted tribals, to be carved out of India and Bangladesh.There are precedents, of course: the Christian nations of South Sudan (from Sudan) and East Timor (from Indonesia).The Indian state of Manipur which has seen a lot of conversion recently, is also troubled, with armed Kuki Christian terrorists killing Hindu Meiteis. .The bottom line is that the very precepts of Abrahamisms, of an exclusive god (or god-equivalent), an in-group out-group dichotomy, and the demonization of non-believers as the Other, are antithetical to the Hindu spirit of inclusivity and tolerance.Hindumisia or Hindu hatred is rampant in the West, and increasingly on the Internet. The evolution of this hostility can be seen in a taxonomy of monotheistic religions:* paleo-Abrahamisms: Zoroastrianism, Judaism* meso-Abrahamisms: Christian, Islamic religions* neo-Abrahamisms: Communism, Fascism, Nazism, DMK-ism, Ambedkarism, and so onThe arrival of Christians in India was far from peaceful; the historical record shows that the Jesuit Francis Xavier was proud of his idol-breaking. Claude Buchanan made up lurid tales about his alleged encounters with Hindu practices; William Bentinck and his alleged abolition of sati were lionized far beyond reason, because sati was a very isolated practice.The continued deprecation of Hindus by Christians can be seen vividly in Kerala, where Christians are considerably more prosperous than Hindus (data from C I Issac, himself a Christian and a historian). Here's an American of Kerala Christian descent hating on Hindus, perhaps unaware that “Thomas in India” is pure fiction, and that Francis Xavier, the patron saint of Christians in India, was a fanatic and a bigot. ‘Syrian' Christians of Kerala who claim (without proof) to be ‘upper caste' converts discriminate harshly against ‘lower-caste' converts to this day. Hardly all ‘children of god'.Incidentally, there may be other, political, considerations here. This woman is apparently married into the family of Sydney Blumenthal, which is part of the Clinton entourage, i.e. Democrat royalty. Tablet magazine discussed the ‘permission structure' used by Democrats, especially Obama, to manufacture consent. Hindus may be getting ‘punished' for supporting Trump.I personally experienced Christian bigotry against Hindus at age 10 in Kerala. My classmate Philip (a local Malayali) told me casually: “All your gods are our devils”. Reflexively, I told him, “Your gods are our devils, too”, although no Hindu had ever told me Christian gods were devils.Others have told me identical stories from places like Hyderabad. This meme likely came from Francis Xavier himself. It may well be taught to impressionable children as an article of faith in church catechism.Francis Xavier invited the Inquisition to Goa, and many, if not most, of the victims were Hindus. Here's an account from Empire of the Soul by Paul William Roberts:“The palace in which these holy terrorists ensconced themselves was known locally as Vadlem Gor – the Big House. It became a symbol of fear… People in the street often heard screams of agony piercing the night… Children were flogged and slowly dismembered in front of their parents, whose eyelids had been sliced off to make sure they missed nothing. Extremities were amputated carefully, so that a person would remain conscious even when all that remained was a torso and head. Male genitalia were removed and burned in front of wives, breasts hacked off and vaginas penetrated by swords while husbands were forced to watch”.Below is a tweet by another American presumably suffused with Christian compassion. I am reminded of a Kerala Christian woman repeatedly trying to convert a Scheduled Caste friend, using similar memes denigrating Kali. Finally, my friend got fed up and asked her: “You worship the mutilated corpse of a dead Arab stuck on a stick. And that's better?”. Her jaw dropped, and she blubbered: “But… but, that's a metaphor”. My friend retorted: “Then realize that Kali is a metaphor too”. Not much self-awareness on the part of the would-be converter.Therefore, the religion factor, of Hindus being the ultimate Other, cannot be overstated. There is basically no way to reconcile the Hindu world view with the Christian. Dharma is incompatible with Abrahamisms/Semitisms. And no, it's not Jimmy Carter who's relevant, it's Francis Xavier.Economics and Geo-economicsThere is a serious issue with the engineering community in the US, which has nothing to do with the H1-B program. Engineers have been unable to unite, create a cartel, keep their numbers low and value to the consumer high, and bargain to keep salaries high. This is a signal failure on the part of the US engineers, and blaming others isn't going to solve the problem.Consider, in contrast, doctors (and to a lesser extent, nurses). They keep their numbers very low, successfully portray their contribution to society as very high, and keep out foreign doctors as much as possible: the result is that their salaries are astronomical (a recent Medscape survey suggests that the top-earning specialty, Orthopedics, earns an average of $568,000 a year. And that's the average).In contrast, according to Forbes in 2023 the highest-paid engineering specialty, Petroleum Engineering, earned only $145,000, and in fact wages had actually declined. Even much-ballyhooed software engineers ($103,000 ) and AI engineers ($128,000) make very little. And lest you think H1-B depresses wages, there are almost no H1-B petroleum engineers. The bottom line is that engineering is not a high-income occupation in the US. Why? No syndicate.How about nurses? According to a report, Nurse Anesthetists make an average of $214,000.And there are plenty of Indian-origin doctors and nurses in the US. Why does this not create a hue-and-cry? The answer is two-fold: one, the scarcity value, and two, those in medicine have created a narrative, and the public has bought it, that their services are so valuable that the nation must spend 20% of its GDP on what is, by objective measures, pretty poor outcomes in health: ranking tenth out of 10 in high-income countries, at very high cost.There have been grumbles about the helplessness of American engineers for years: I remember forty years ago some guy whose name I forget constantly complaining in the IEEE's email groups about immigrant engineers enabling employers to lower the salaries they pay.In addition, engineers regularly go through boom-and-bust cycles. They have no leverage. I remember after a boom period in the 1970s, unemployed aerospace engineers were driving taxis. If there is another ‘AI winter', then we'll find unemployed AI engineers on the street as well, despite massive demand right now.It is true that there may be subtle intricacies, too. The US companies that contract out their positions to H1-B engineers may well be paying prevailing wages, say $60 an hour. But there are middlemen: big IT services companies who take on the contracts, and provide ‘body-shopping' services. They may well be severely underpaying the actual engineers at only, say, $35 an hour, in a bizarre revivification of ‘indentured labor', i.e. wage slavery. It is difficult for those on H1–Bs to change employers, so they are stuck.There is a larger geo-economic angle as well. The US likes being the top dog in GDP, as it has been since 1945. Unfortunately, through the fecklessness of all Presidents from Nixon onwards, they have somehow allowed China to ascend to a strong #2 position. At this point, I suspect the Deep State has concluded that it would be impossible to dislodge China, given its manufacturing clout.I wrote a year ago that a condominium with China may well be the best Plan B for the US. Let us consider what has happened to the other countries that were at the top of the economic pyramid: Germany and Japan.The 1985 Plaza Accord whereby the US dollar was depreciated led to a Lost Decade for Japan, which has turned into a Lost Four Decades; that country which was booming in the 1980s lost, and never regained its momentum.Germany was doing pretty well until the Ukraine War and the arrival of the Electric Vehicle boom. But at this point, it has more or less lost its machine tools business, its automobile business; add its social and political views, and its future looks grim.If this is what has happened to #3 and #4, we can expect that an aspiring #3, namely India, will face a concerted effort to ruin it. It is in the interests of both the US and China to suppress a potential competitor, especially when there is the tiresome mantra of “India is the fastest growing large economy in the world”.The Bangladesh coup, which benefits both the US and China by creating a massive new war front on India's East, is therefore possibly the result of a tacit collusion between the Deep State and the CCP. Similarly, the sudden spike in anti-Hindu rhetoric and this H1-B hoo-haa may well be financed by Xinhua, and it clearly benefits the Democrats, as it has driven a wedge between Christian fundamentalist MAGA types and other Trump supporters. It also puts the Indian-origin and/or Hindu members of Trump's team on notice: they better self-censor.Even immigrant Elon Musk, not to mention Vivek Ramaswamy, Kash Patel, Jay Bhattacharyya, and the non-Indian Hindu Tulsi Gabbard, are all in the firing line of the Deep State. Even though the IEEE has been moaning about depressed engineering salaries for half a century, it is curious that this became a cause celebre just days before Trump's accession to the Presidency.Narrative-buildingThere was a sobering incident in New York's subways on December 22nd, when a woman, now identified as 61 year old Debrina Kawam, was set on fire by an illegal immigrant, Sebastian Zapeta, from Guatemala, who had been deported earlier but came back to the US. I saw a video purportedly of her burning to death, shockingly without screaming, rolling on the ground to douse the flames, or anything else. She just stood and burned, as Zapeta fanned the flames.A New York City subway policeman walked by. The people who were busy capturing the footage on their smartphones did not intervene or help. It reminded me of Kitty Genovese, a 28 year old woman who was raped and stabbed to death on March 13, 1964, in full view of onlookers in the apartment block where she lived in Queens, New York. Nobody bothered to intervene as she died, screaming.It is really odd when people refuse to get involved in helping a dying person. There's something morally wrong here, and it should have been worth exploring in the very articulate media.Yes, Debrina Kawam's baffling story got widespread airplay immediately after it happened, but it died surprisingly quickly. Here's the Google Trends index of interest in that story.The big new story was H1-B, which shot up and displaced the subway murder story. Note the respective timelines: the Google Trends below is about H1-B. It is hard to believe this was an organic shift. It was “manufacturing consent” with placement aforethought.I wrote recently about how narratives are created out of thin air with the intent of manufacturing consent. The abrupt U-turn on Sheikh Hasina was one of the examples. Now the neat and abrupt switch from the NYC subway burning-alive also points to something that is deliberately planted to divert attention away from inconvenient questions.Let us now see how the H1-B narrative survives the New Orleans story of the son of immigrants, ex-soldier, and ISIS member driving a truck and ploughing into a New Year crowd, killing many. Of course, the narrative will carefully not say anything rude about the religion of the alleged perpetrator, because there will be… consequences.ConclusionThe furious drama and narrative about H1-B will subside soon; ironically, it may well be to the benefit of the Indian nation if this kind of propaganda reduces the attractiveness of the US for talented would-be Indian immigrants, who might stay on at home and build innovative companies. Canada and Britain have already ceased to be desired destinations.However, the underlying issues of racism, religious bigotry, economic warfare and astroturfed narrative are real and will not go away. These are danger signals about “life, liberty and the pursuit of happiness” for Indian migrants to the US, and that's a sad start to 2025.3450 words, Jan 2, 2025Here's the AI-generated podcast from NotebookLM by Google: This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rajeevsrinivasan.substack.com/subscribe
Back in June, KVV penned a piece for the NLU Website "The Lost Decade of Rory in Majors". For this pod, Soly and DJ join KVV to relive the decade long dry spell, the near misses, the not so near misses, the changing approaches to Augusta and our best guesses if Rory will win another major before his career wraps up. If you enjoyed this episode, consider joining The Nest: No Laying Up's community of avid golfers. Nest members help us maintain our light commercial interruptions (3 minutes of ads per 90 minutes of content) and receive access to exclusive content, discounts in the pro shop, and an annual member gift. It's a $90 annual membership, and you can sign up or learn more at nolayingup.com/join Support Our Partners: Rhoback USGA GHIN App Learn more about your ad choices. Visit megaphone.fm/adchoices
Gold closed this week at $2,715 (up $153 since last week) and silver at $31.33 (up $1.10). Joel and JD discuss recent price action, 100k Bitcoin and why Goldman Sachs predict just 1% annual returns to the S&P 500 over the next decade. OTHER TOPICS DISCUSSED -Initial jobless claims came out at 213,000, beneath expectations. -Consumer sentiment remains stagnant at 71.8. -Household savings are dwindling while credit card debt is skyrocketing. -Goldman Sachs analysts predict just 1% annual returns in S&P 500 over next decade Quote: There is an old saying, If you're not a liberal by the time you're 22, you don't have a heart. If you're not a conservative by the time you're 28, you don't have a head. Well, a lot of 22-year-olds are buying Bitcoin, and Trump got their vote. He got their vote by pandering to their most important issue, which was getting rich off their Bitcoin – Peter Schiff The SchiffGold Friday Gold Wrap podcast combines a succinct summary of the week's economic precious metals news coupled with thoughtful analysis. You can subscribe to the podcast on Apple Podcasts and other podcasting platforms. The links are below. The above references an opinion and is for information purposes only. It is not intended to be investment advice.
Tom welcomes back, Jesse Felder, founder, editor, and publisher of The Felder Report, to discuss inflation and its impact on investments. Felder argues that American citizens consider inflation a major issue, despite the Federal Reserve's efforts to contain it. He suggested the Fed might accept higher-than-targeted inflation levels in the future. Felder touches upon bond markets as indicators of potential inflation trends and the possibility of another "lost decade" for stock and bond portfolios due to current valuations. Felder criticizes passive investing, citing negative annual returns over a 10-year period, and emphasizes individual investors' attention to Warren Buffett's investment philosophy, focusing on valuation sensitivity. Buffett's massive cash position in Berkshire Hathaway was discussed, with reasons for his disinterest in gold and cautious approach due to concerns over the fiscal situation. Jesse suggests individual investors pay heed to Buffett's underlying investment strategy while acknowledging opportunities unavailable to Berkshire Hathaway. Felder also highlights the potential for a steep market reversal following the stock market's overexuberance post-Trump's election and emphasized insider activity and buy-sell ratios as indicators of earnings and economic disappointments in the equity market. He encourages investors to be cautious given current extreme valuations. Felder expresses his interest on oil and gas stocks due to the changing inflation environment and the new floor at $70 for oil prices. He believes that energy producers would benefit from a more stable foundation for their commodity, despite concerns about the Strategic Petroleum Reserve's size and potential implications of inflation and peak oil production. Time Stamp References:0:00 - Introduction0:37 - Inflation Been Fixed?3:45 - Fed & Inflation Targets8:16 - Bonds & Reality11:38 - Tariffs & Tax Cuts14:10 - A Lost Decade?18:05 - Warren Buffet Position28:14 - Risk Exposure & Gold32:08 - Market Exuberance36:50 - Avoiding Loss38:30 - Valuing Sectors40:00 - Energy & Tech43:44 - SPR & U.S. Production46:38 - Peak Energy & Inflation49:00 - Equity Mkt. Concerns50:12 - Wrap Up Talking Points From This Episode American citizens perceive inflation as a significant problem, despite Federal Reserve's attempts to control it. The Fed might accept higher-than-targeted inflation levels in the future. Buffett's cash position and disinterest in gold, potential market reversal, and focus on oil and gas stocks are notable. Guest Links:Twitter: https://twitter.com/jessefelderWebsite: https://thefelderreport.com/Articles: https://thefelderreport.com/blog/ Jesse Felder is the Founder, Editor, and Publisher of The Felder Report. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since moving to Bend, Oregon in 2000 and founding The Felder Report shortly thereafter his writing and research have been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, RealVision, Investing.com, and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.
Toward the end of 2024, there has been a lot of talk about an upcoming "Lost Decade" for the US Stock market. This is where the stock market performs relatively poorly for a full ten year period, much like the decade from 2000-2010 in which the S&P 500 index was negative. What strategies should those approaching retirement consider under these circumstances?
Toward the end of 2024, there has been a lot of talk about an upcoming "Lost Decade" for the US Stock market. This is where the stock market performs relatively poorly for a full ten year period, much like the decade from 2000-2010 in which the S&P 500 index was negative. What strategies should those approaching retirement consider under these circumstances?
In this episode, Robert unpacks Goldman Sachs' recent warning of a potential "lost decade" for the S&P 500. Robert explains he thoughts around navigating a potentially stagnant market. He also offers strategies for finding growth opportunities beyond the index and discusses his outlook on Tesla and key earnings reports coming up this week.
EPISODE 82: IN SEARCH OF DARKNESS 1990-1994 They call it the LOST Decade but in this episode the boys FIND it by talking to their favourite L.A. writer-director-producer David Weiner! LISTEN as they dive right into the heart of 90's horror by exploring the first half of the decade that brought us thrillers, sequels and Hollywood with his newest 6 hour documentary IN SEARCH OF DARKNESS 1990-1994! ALSO we explore LARRY's weird obsession with wanting to have David on our podcast 10 times once again making it super awkward. Order your doc by CLICKING HERE!!
Here's an AI-generated podcast based on this essay (courtesy Google's NotebookLM): always entertaining and appealing. Full disclosure: Parts of this essay were also written by AI, and edited.The entire sorry spat with the Canadians, the tit-for-tat expulsions of diplomats and a virtual breakdown of ties leads to a good question. Are the Americans behind it (and if so why?), because for all practical purposes, Canada takes the lead from its Five Eyes friends and mentors? Several commentators have suggested that this is so. Trudeau is not a serious politician, as he demonstrated in this photograph in blackface acting allegedly as an “Indian potentate”.But the Deep State is deadly serious. They have meddled in country after country, leading to the utter misery of their populations. I can, off the top of my head, count several: Salvador Allende's Chile, Patrice Lumumba's Congo, Saddam Hussein's Iraq, Muammar Ghaddafi's Libya, Bashar Assad's Syria, not to mention Sihanouk's Cambodia. We have to make a distinction between the US public in general and the Deep State. The nation as a whole still believes in the noble ideals of the American Revolution, and American individuals are among the most engaging in the world; however, the Deep State is self-aggrandizing, and now poses a potent danger to the US itself as well as others. Alas, it is taking its eye off its real foe, China, with what probably will be disastrous consequences. The Khalistani threat is a significant concern for India because it appears that the Deep State is applying pressure through proxies. Since it likes to stick to simple playbooks, we have some recent and nerve-racking precedents: Ukraine https://www.firstpost.com/opinion/trudeau-is-us-deep-states-zelensky-2-0-why-india-should-fight-canadas-diplomatic-war-with-all-its-might-13827294.html) and Bangladesh https://rajeevsrinivasan.substack.com/p/ep-134-the-geo-political-fallout.So what exactly is in store for India after the new POTUS is chosen, which is just two weeks away? US betting markets are suggesting that Donald Trump will win, but it's likely that Kamala Harris will emerge as POTUS. I was among the few in India who predicted a Trump win in 2016; admittedly I predicted a Trump win in 2020, and I do believe there were um… irregularities. I think in 2024 Trump would win if it were a fair fight, but it is not.But I fear the vote will be rigged and lopsided, partly because of the vast numbers of illegal aliens who will be, or already have been, allowed to vote (by mail). Every day, I hear of strange practices in swing states, as in this tweet. There is room for a lot of irregularities.On the other hand, the Indian-American voter (“desi”), apparently, will continue to vote for the Democratic Party, with some reason: there is racism in the Republican rank and file; but then let us remember that anti-black racism in the US South had Democratic roots: George Wallace and Bull Connor and “Jim Crow”. The Republicans had their “Southern Strategy” too, to inflame racial tensions. The racism Indian-Americans, particularly Hindus, face today is more subtle, but I doubt that the indentured labor and Green Card hell will get any better with Kamala Harris as President. I suspect 100+ year waits for a Green Card will continue. A Harris presidency could introduce several challenges for India across various domains, including economics, foreign policy, terrorism, and military affairs. It is appropriate to consider historical contexts, especially the stances of previous Democratic administrations and notable figures. In particular, Bill Clinton, Madeleine Albright and Robin Raphel come to mind: they were especially offensive to India and India's interests. The Biden Amendment, and Bill Clinton/Hillary Clinton's efforts delayed India's cryogenic rocket engine and thus its space program by 19 years. https://www.rediff.com/news/column/who-killed-the-isros-cryogenic-engine/20131118.htmOne of the most vivid historical examples is that of Japan's economy. After a dream run in the 1960s and 1970s, when they seriously threatened American supremacy in trade based on their high-quality and low-priced products, the Japanese were felled by the Plaza Accord of 1985, which forced the yen to appreciate significantly against the dollar.The net result was that Japanese products lost their competitive pricing edge. Furthermore, it led to an interest rate cut by the Japanese central bank, which created an enormous asset bubble. The bursting of that bubble led to a Lost Decade in the 1990s, and the nation has not yet recovered from that shock. One could say that the reserve currency status of the dollar was used to bludgeon the Japanese economy to death.Having observed this closely, China took special care to do two things: one, to infiltrate the US establishment, and two, to lull them into a false sense of security. Captains of industry were perfectly happy, with their short-term personal incentives, to move production to China for increased profits. Wall Street was quite willing to finance China, too. Politicians were willing to suspend disbelief, and to pursue the fantasy that a prosperous China would be somehow like America, only with East Asian features. Wrong. China is a threat now. But the Deep State learned from that mistake: they will not let another competitor thrive. The possible economic rise of India is something that will be opposed tooth and nail. In the background there is the possible collapse of the US dollar as the reserve currency (i.e. dedollarization), because of ballooning US debt and falling competitiveness, and the emergence of mechanisms other than Bretton Woods and the SWIFT network (e.g. the proposed blockchain-based, decentralized BRICS currency called UNIT).Besides, the Deep State has a clear goal for India: be a supine supplier of raw materials, including people; and a market for American goods, in particular weapons. Ideally India will be ruled by the Congress party, which, through incompetence or intent, steadily impoverished India: see how nominal per capita income collapsed under that regime until the reforms of 1991 (data from tradingeconomics and macrotrends). The massive devaluations along the way also hurt the GDP statistics, with only modest gains in trade. Another future that the Deep State has in mind for India could well be balkanization: just like the Soviet Union was unraveled, it may assiduously pursue the unwinding of the Indian State through secession, “sub-national diplomacy” and so forth. The value of India as a hedge against a rampaging China does not seem to occur to Democrats; in this context Trump in his presidency was much more positive towards India.Chances are that a Harris presidency will cost India dear, in all sorts of ways:Foreign Policy Challenges1. Kashmir, Khalistan and Regional Dynamics: Harris has previously expressed support for Kashmiri separatism and criticized India's actions in the region. This stance could complicate U.S.-India relations, especially if she seeks to engage with groups advocating Kashmiri secession. The persistent support for Khalistan, including its poster boy Gurpatwant Singh Pannun who keeps warning of blowing up Indian planes, shows the Democrats have invested in this policy.2. Alignment with Anti-India Elements: Her connections with leftist factions within the Democratic Party, which have historically taken a hard stance against India, may result in policies that are less favorable to Indian interests. The influence of figures like Pramila Jayapal could further strain relations.3. Balancing Act with China: While the U.S. aims to counter Chinese influence in Asia, Harris's approach may involve a nuanced engagement with China that could leave India feeling sidelined in strategic discussions. Barack Obama, if you remember, unilaterally ceded to China the task of overseeing the so-called “South Asia”. Harris may well be content with a condominium arrangement with China: see https://www.firstpost.com/opinion/shadow-warrior-a-us-china-condominium-dividing-up-the-world-between-themselves-12464262.html 4. Foreign Policy Independence: An India that acts in its own national interests is anathema to many in the US establishment. The clear Indian message that the Ukraine war and perhaps even the Gaza war are unfortunate events, but that they are peripheral to Indian interests, did not sit well with the Biden administration. In a sense, just as Biden pushed Russia into China's arms, he may well be doing the same with India: the recently announced patrolling agreement between India and China may also be a signal to the Harris camp.Terrorism and Security Concerns1. Counterterrorism Cooperation: A shift towards prioritizing “human rights” may affect U.S.-India counterterrorism cooperation, as can already be seen in the case of Khalistanis. If Harris's administration emphasizes civil liberties over security measures, it could limit joint operations aimed at combating terrorism emanating especially from Pakistan..2. Support for Separatist Movements and Secession: Increased U.S. support for groups that advocate for self-determination in regions like Kashmir might embolden separatist movements within India (see Sonam Wangchuk in Ladakh, and the alleged Christian Zo nation that Sheikh Hasina said the US wanted to carve out of India, Bangladesh and Myanmar), posing a significant internal security challenge.Military Affairs1. Defense Collaborations: Although military ties have strengthened under previous administrations, a Harris presidency might introduce hesitancy in defense collaborations due to her potential focus on alleged human rights issues within India's military operations. This is a double-edged sword because it could also induce more self-reliance, as well as defense exports, by India. 2. Historical Precedents: The historical context of U.S. military interventions in South Asia, such as the deployment of the Seventh Fleet during the Bangladesh Liberation War in 1971, raises concerns about how a Harris administration might respond to regional conflicts involving India. 3. Strategic Partnerships: Any perceived shift in U.S. commitment to India as a strategic partner could embolden adversarial nations like China and Pakistan, thereby destabilizing the region further. This, at a time when China is vastly outspending all its neighbors in Asia in its military budget (data from CSIS).Economic Implications1. Increased Scrutiny on “Human Rights”: Harris's administration may adopt a more critical stance towards India's human rights record, particularly concerning alleged violations of minority rights and alleged mistreatment of dissent, although there is reason to believe this is mostly a convenient stick to beat India with rather than a real concern: we see how the real human rights violations of Hindus in Bangladesh raise no alarms. This scrutiny could have economic repercussions, such as reduced foreign investment from companies concerned about reputational risks associated with human rights violations, and possible sanctions based on the likes of the USCIRF's (US Council on International Religious Freedom) report.2. Shift in Trade Policies: Historical Democratic administrations have often prioritized labor rights and environmental standards in trade agreements. If Harris follows this trend, India might face stricter trade conditions that could hinder its export-driven sectors.3. Focus on Domestic Issues: Harris's potential prioritization of domestic issues over international relations may lead to a diminished focus on strengthening economic ties with India, which could stall ongoing initiatives aimed at boosting bilateral trade and investment.Social Issues1. Anti-Hindu feeling: There has been a demonstrable increase in antipathy shown towards Hindus in the US, with a number of incidents of desecration of Hindu temples, especially by Khalistanis, as well as economic crimes such as robberies of jewelry shops. The temperature online as well as in legacy media has also risen, with offensive memes being bandied about. A notable example was the New York Times' cartoon when India did its Mars landing. And you don't get more Democrat-leaning than the New York Times.In summary, while Kamala Harris's presidency may not drastically alter the trajectory of U.S.-India relations established under previous administrations, given a convergence of major geo-political interests, it could introduce significant challenges stemming from her focus on so-called “human rights” and alignment with anti-India factions within her party. These factors could negatively influence economic ties, foreign policy dynamics, counterterrorism efforts, and military collaborations between the two nations. Four more years of tension: revival of terrorist attacks in Kashmir, the chances of CAA-like riots regarding the Waqf issue, economic warfare, a slow genocide of Hindus in Bangladesh. It's enough to make one nostalgic for the Trump era: yes, he talked about tariffs and Harley-Davidson, but he didn't go to war, and he identified China as enemy number one. 2000 words, 23 October 2024 This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit rajeevsrinivasan.substack.com/subscribe
Frank Lavin talks with Richard Fontaine, CEO of the Center for New American Security, to discuss why the U.S. should shift from a Europe-oriented foreign policy to an Asia-oriented one. We review recent developments in U.S.-Asia policy in a discussion of Richard's book, “The Lost Decade,” written with Robert Blackwill. Richard also recommends David Fromkin's, “A Peace to End All Peace,” a look at the collapse of the Ottoman Empire at the end of World War I, with implications for the Mideast of today.
The Post-Krakoa Era of X-Men is in full swing; time for a crossover that fragments and divides Mutantkind because god knows the ‘Lost Decade' didn't do that for ten years before House of X. (From Marvel's PRESS RELEASE) New 'Raid on Graymalkin' Crossover Pits X-Man Against X-Man for the Future of Professor X's Dream 'Raid on Graymalkin,' a 4-part crossover between Jed MacKay and Ryan Stegman's 'X-Men' and Gail Simone and David Marquez's 'Uncanny X-Men,' begins this December. The X-Men's new era is fully underway, and starting this December, fans will experience an epic crossover between two of its three flagship titles in "Raid on Graymalkin!" Left broken and scattered in the wake of Krakoa, the X-Men have since regrouped into distinct teams of their own. In Jed MacKay and Ryan Stegman's X-MEN, Cyclops leads a squad of hardened mutant soldiers out of an abandoned Sentinel factory in Alaska. While in Gail Simone and David Marquez's UNCANNY X-MEN, Rogue attempts to build a new home with her chosen X-family along with a handful of new students down in Louisiana. Their different approaches to the X-Men's mission erupt into a tense standoff when a plan of action is needed to take down Graymalkin Prison, formerly Xavier's Institute. The X-Men's school has been transformed into a brutal penitentiary for mutants by the callous Dr. Corina Ellis, and her prize inmate is none other than Professor X himself! But after his actions during Krakoa's fall, is Professor X worth saving? And who or what is the secret weapon that Ellis is confident will protect Graymalkin against any attack? Find out in this four-part mutant milestone that solidifies the X-Men's post-Krakoan world! "It's been an exciting time being part of the launch of the line of X-titles, but now we're really getting into it- our first crossover!” MacKay shared. “Raid on Graymalkin is going to push the X-Men of both Alaska and Louisiana to their breaking points and set the tone for the future, and it's been great to work with a legend like Gail in bringing it to life!" "Writing in the X-World has been one of the most fun and rewarding experiences of my career," Simone said. “Best characters, best art team, best editors and best fellow creators, particularly Jed Mackay, who is just an idea machine. We've been throwing ideas back and forth nearly every day since we all started putting together the bones of what the X-Verse would be like, and I think it helps tremendously that we like and respect each other's work.” “I hope that this is a precursor to more short crossovers,” Simone added. “We love the idea of doing something impactful, where it feels punchy and fast-paced, with some genuine, lasting effects. You can still just read X-MEN or UNCANNY X-MEN and follow the story, but you'll get a bigger, richer picture if you get both. As always, we have the welcome mat out for newbies and long-time readers alike!” Sources: https://www.marvel.com/articles/comics/x-men-uncanny-x-men-new-raid-on-graymalkin-crossover
Welcome back to another installment of Retirement Headlines with your hosts, Dave and Nick! In this episode, we provide an overview of the articles we've been reading, offering insights to help listeners understand what's happening in the retirement landscape. https://youtu.be/YD9N_G8JGos 1. Wall Street Journal Article on Umbrella Insurance Overview: Insurance coverage is changing, particularly with umbrella insurance. Key Points: Umbrella insurance is personal liability insurance that covers beyond your auto and home insurance. Inflation has increased the size of claims, making umbrella insurance more necessary. Premiums for umbrella policies are rising due to increased claims. Example discussed: $250,000 liability coverage on auto insurance is often insufficient. 2. Yoters' Series on Retirement Health Overview: The Yoters, former financial writers, are documenting their retirement. Key Points: Focus on maintaining health during retirement. Discussion about the book "Outlive" by Peter Attia. Importance of preventing long-term health issues to enjoy retirement. The concept of "The Lost Decade" where health issues can diminish the quality of life. 3. Retirement Savings Rule Changes Overview: Changes to retirement savings rules as reported by the Wall Street Journal. Key Points: New rules affecting Roth contributions and required minimum distributions (RMDs). Penalties for missed RMDs will be reduced from 50% to 10%. Discussion on whether this change will lead to stricter enforcement of penalties. 4. The Resurgence of the 60/40 Portfolio Overview: According to Morningstar, the 60/40 portfolio is making a comeback. Key Points: Despite market fluctuations, the balanced 60/40 portfolio (60% stocks, 40% bonds) remains effective. Historical context and recent performance validating the portfolio strategy. Importance of sticking to tried-and-true investment principles. 5. 60/40 Portfolio and the 4% Withdrawal Rate Overview: Examination of the sustainability of the 60/40 portfolio with a 4% withdrawal rate. Key Points: Wall Street Journal article discusses potential risks. Discussion on market conditions and investor behavior. Importance of flexibility and adaptability in retirement planning. Additional Articles Discussed in this Episode Why Retirees and Investors Approaching Retirement Should Reduce Risk Today Shopping for a used car? Why now may be the time to buy. How to Plan for Retirement if You're Behind on Saving in Middle Age How to Predict a Recession Why Investors Missed Out on 15% of Total Fund Returns A Time-Honored Strategy Puts Your Retirement at Risk of Financial Ruin Conclusion Thanks for tuning in to this episode of Retirement Headlines! Have thoughts or questions about what we discussed? We'd love to hear from you. Send an email to info@srbadvisors.com or call 517-321-4832 Don't forget to subscribe to our YouTube Channel for more insights and personalized advice. Book a call with one of our retirement advisors today to ensure you're on the right track for a secure and enjoyable retirement.
...เศรษฐกิจไทยรอบนี้ ทำไม ‘ซึมลึก–ซึมยาว' ? ...ทำไม? เศรษฐกิจเพื่อนบ้านอย่างสิงคโปร์ ถึงแซงหน้าเราไปไกล ...ไทยกำลังติดกับดัก Lost Decade หรือที่แย่กว่านั้นกำลังจะกลายเป็น ‘คนป่วยแห่งอาเซียน' หรือไม่? ติดตามรายการ ‘Wealth Story by UOB' ทุกวันพุธ กับ ผู้ริเริ่มแนวคิด ‘ใช้แรงทำเงิน ให้เงินทำงาน' เฟิร์น ศิรัถยา อิศรภักดี #WealthMeUp #ให้เงินทำงาน #WealthStorybyUOB
Eric welcomes Eliot back from scenic Lake Champlain where Eliot communed with the spirit of Benedict Arnold. They host Richard Fontaine, CEO of the Center for a New American Security and Ambassador (ret.) Robert Blackwill, the Henry A. Kissinger Senior Fellow in U.S. Foreign Policy at the Council on Foreign Relations. They discuss Fontaine and Blackwell's new book Lost Decade: The U.S. Pivot to Asia and the Rise of Chinese Power (New York: Oxford University Press, 2024). They review the origins and history of "The Pivot" to Asia during the Obama Administration, the reasons that this rebalancing of U.S. power and policy to the East was not implemented, the various efforts to do so subsequently and the reasons that they too did not succeed, the trade-offs among U.S. responsibilities for security in Europe and the Middle East and re-orienting to the Indo-Pacific, the need for a substantial increase in defense spending, the lack of a real trade policy for East Asia, the balance between diplomacy and deterrence and whether or not productive diplomacy with an autocratic regime and leader like Xi Jinping is even possible. https://a.co/d/3VvFaeh Shield of the Republic is a Bulwark podcast co-sponsored by the Miller Center of Public Affairs at the University of Virginia.
…‘จีน' ประเทศเศรษฐกิจเบอร์ 2 ของโลก อาจเข้าสู่ทศวรรษที่สาบสูญ (Lost Decade) ไม่ต่างจากญี่ปุ่นในอดีต! ...อะไรบ้างที่เป็นสัญญาณเตือน? ...‘จีน' จะฉุดตัวเองให้พ้นจากปากเหวนี้ได้อย่างไร? ติดตามรายการ ‘Wealth Story by UOB' ทุกวันพุธ กับ ผู้ริเริ่มแนวคิด ‘ใช้แรงทำเงิน ให้เงินทำงาน' เฟิร์น ศิรัถยา อิศรภักดี #WealthMeUp #ให้เงินทำงาน #WealthStorybyUOB
On this episode of the Defense & Aerospace Report Strategy Series, sponsored by General Atomics Aeronautical Systems, Amb. Bob Blackwill, a retired American diplomat and former ambassador to India who is now the Henry A. Kissinger senior fellow for foreign policy at the Council on Foreign Relations, and Richard Fontaine, the president and CEO of the Center for a New American Security discuss their new book — Lost Decade: The US Pivot to Asia and the Rise of Chinese Power — that dissects the Obama administration's Asia Pivot that wasn't and the gains that China has made over the past decade as a case for a more holistic US grand strategy toward Beijing and the world with Defense & Aerospace Report Editor Vago Muradian.
We go over some recent and rarer news in Canada and beyond. Lot's happening in Canada even today, Bank of Canada reduces rates, will that effect the dollar and our economy? There are some unnamed MP's apparently in trouble for foreign influence. Is Darren racist? What's going on in Canada? They are trying to get 16 years approved for voting. What about the lost decade? How about safer snorting? Look at the brochure on how to use hard drugs from a school. Bonny Henry is grilled about BC, importing heroin etc. Jack Dorsey warns about algo's and suggests new system to match freedom of will. Tucker rants about dummies in power, and the vandalism happening to beauty. Flett investigates the municipalities in Alberta and catches woke plus agenda coming all the way from WEF through UNESCO etc. The new Canadian Medical Association head does not seem to believe people are injured from the jab. Yet, the dam is leaking from many holes. The Jab damage is everywhere being acknowledged and talked about. The ouchi Fauci testimony.... And finally are these some legit solutions from these blogs? Or too much? To gain access to the second half of show and our Plus feed for audio and podcast please clink the link http://www.grimericaoutlawed.ca/support. For second half of video (when applicable and audio) go to our Substack and Subscribe. https://grimericaoutlawed.substack.com/ or to our Locals https://grimericaoutlawed.locals.com/ or Rokfin www.Rokfin.com/Grimerica Patreon https://www.patreon.com/grimericaoutlawed If you would rather watch: https://rokfin.com/stream/49363 https://rumble.com/v4zu2nw-outlawed-round-up-6.5.24-the-lost-decade-democracy-for-sale.html https://grimericaoutlawed.locals.com/post/5718656/outlawed-round-up-6-5-24-the-lost-decade-democracy-for-sale https://www.youtube.com/watch?v=0Xi8O6kK2Ko See links below for the stuff we chatted about: https://x.com/kathyflett1/status/1787473795198193786 https://tnc.news/2024/06/05/canadian-cancer-society-cervix-front-hole3/ https://x.com/hollyanndoan/status/1798330602485375320 https://x.com/KnightLegg/status/1798007436743508439 https://x.com/AlbertaLeonidas/status/1797965017863848244 https://x.com/MakisMD/status/1797728212178604280 https://x.com/denisrancourt/status/1746006634684391460 https://x.com/OdessaOrlewicz/status/1797404745239613463 https://x.comAPWK/status/1796588193833439592 https://x.com/ChanLPfa/status/1796627699223449638 https://substack.com/app-link/post?publication_id=832740&post_id=145026850&utm_source=post-email-title&utm_campaign=email-post-title&isFreemail=true&r=24pqe&token=eyJ1c2VyX2lkIjozNTc5MjA2LCJwb3N0X2lkIjoxNDUwMjY4NTAsImlhdCI6MTcxNjg1NjY5OCwiZXhwIjoxNzE5NDQ4Njk4LCJpc3MiOiJwdWItODMyNzQwIiwic3ViIjoicG9zdC1yZWFjdGlvbiJ9.4knubaAY5fAWZMao-ErhK9qoiiHJfKB40OlITSfY7V4 https://fritzfreud.substack.com/p/citizen-uprising-lock-down-all-politicians?utm_source=cross-post&publication_id=567488&post_id=144771566&utm_campaign=1372580&isFreemail=true&r=24pqe&triedRedirect=true&utm_medium=email https://www.westernstandard.news/news/rob-schneiders-comedy-act-cut-short-in-regina-following-comments-on-covid-vaccines-and-sexual-minorities/55107 Darrens Links: https://laws-lois.justice.gc.ca/eng/acts/C-46/section-46.html#:~:text=High%20treason,any%20act%20preparatory%20thereto%3B%20or https://www.ctvnews.ca/politics/mps-wittingly-took-part-in-foreign-interference-national-security-committee-1.6911673 https://x.com/wearecanproud/status/1798498788111258092 https://www.youtube.com/watch?v=QNJKaDdTb-8&t=56s https://www.theepochtimes.com/world/pride-month-in-canada-starts-with-school-walk-outs-pray-ins-flags-flying-5661864?&est=DRbAnzBhNwJxWr2m21CjaFLCdXSgFVjj1G%2BEVlWgBl9ogzXYdjROVFYlEo4glHY%3D https://x.com/elonmusk/status/1798504201196368219 https://www.youtube.com/watch?v=uElaHUSM7fI https://makismd.substack.com/p/video-alberta-canada-lockdowns-destroyed?r=2at6hc https://makismd.substack.com/p/video-fauci-questioning-explosive?r=2at6hc https://popularrationalism.substack.com/p/do-not-pass-this-by-major-collaborative?publication_id=475124&post_id=145244420&isFreemail=true&r=2at6hc&triedRedirect=true Support the show directly: https://grimerica.ca/support-2/ Outlawed Canadians YouTube Channel: https://www.youtube.com/@OutlawedCanadians Our Adultbrain Audiobook Podcast and Website: www.adultbrain.ca Our Audiobook Youtube Channel: https://www.youtube.com/@adultbrainaudiobookpublishing/videos Darren's book www.acanadianshame.ca Check out our next trip/conference/meetup - Contact at the Cabin www.contactatthecabin.com Other affiliated shows: www.grimerica.ca The OG Grimerica Show www.Rokfin.com/Grimerica Our channel on free speech Rokfin Join the chat / hangout with a bunch of fellow Grimericans Https://t.me.grimerica https://www.guilded.gg/chat/b7af7266-771d-427f-978c-872a7962a6c2?messageId=c1e1c7cd-c6e9-4eaf-abc9-e6ec0be89ff3 Get your Magic Mushrooms delivered from: Champignon Magique Get Psychedelics online Leave a review on iTunes and/or Stitcher: https://itunes.apple.com/ca/podcast/grimerica-outlawed http://www.stitcher.com/podcast/grimerica-outlawed Sign up for our newsletter http://www.grimerica.ca/news SPAM Graham = and send him your synchronicities, feedback, strange experiences and psychedelic trip reports!! graham@grimerica.com InstaGRAM https://www.instagram.com/the_grimerica_show_podcast/ Purchase swag, with partial proceeds donated to the show www.grimerica.ca/swag Send us a postcard or letter http://www.grimerica.ca/contact/ ART - Napolean Duheme's site http://www.lostbreadcomic.com/ MUSIC Tru Northperception, Felix's Site sirfelix.bandcamp.com
Millennials can't afford homes, but somehow, their younger siblings, Gen Z, can. Even with over a decade more work experience than Gen Z, Millennials still feel priced out of the housing market. So how can the younger generation, only twenty-seven years at the oldest, already be on track to beat Millennials in the homebuying race, all while mortgage rates and prices are high, inventory is low, and inflation is eating away at Americans' disposable income? We've got Redfin's Chen Zhao back on the show to explain. Today, we're trying to answer one question: Who is buying all the houses? With younger generations struggling to buy and more Baby Boomers aging in place, real estate investors want to know their competition and who they may be selling their homes to. In this episode, Chen breaks down the data behind age trends in homebuying, plus shares why Millennials fell behind past generations. But that's not all. We're getting into the changing landscape of the “buy vs. rent” debate and whether more renters now will mean fewer homebuyers in the future. Plus, with an aging Baby Boomer generation, will we finally see the “Silver Tsunami” of housing inventory hit the market as boomers “age in place,” especially with their large share of family-sized houses? Could our housing supply problems reverse if a sizable amount of inventory hits the market? We're answering it all coming up! In This Episode We Cover Why Millennials can't afford houses, and the reason so many still don't own homes How Gen Z is already on track to get ahead of Millennials even with today's economic turbulence Buying vs. renting a home and the “mismatch” between what renters want and what landlords supply A potential reversal of our massive housing shortage and when this could happen Whether or not the “Silver Tsunami” will hit the housing market as boomers get older How the increase of “aging in place” will affect home inventory as Gen Z/Millennials try to buy And So Much More! Links from the Show Find an Agent Find a Lender BiggerPockets Forums BiggerPockets Agent BiggerPockets Bootcamps Join BiggerPockets for FREE On The Market Join the Future of Real Estate Investing with Fundrise Connect with Other Investors in the “On The Market” Forums Subscribe to The “On The Market” YouTube Channel Dave's BiggerPockets Profile Dave's Instagram Property Manager Finder On the Market 151 - The Math Behind Mortgage Rates and Why They're Staying Put Real Estate Podcast 867 - Zillow and Redfin Top Economists Give Their 2024 Housing Market Predictions Why Are Millennials So Behind in Homeownership? Connect with Chen: Chen's LinkedIn Redfin News Redfin's “From Our Economists” Redfin Report: Gen Zers and Young Millennials Took Out 40% of U.S. Mortgages in 2023 Jump to topic: (00:00) Intro (01:03) Are Millennials Priced Out? (04:29) Millennials' Lost Decade (07:46) Gen Z is Getting Ahead (11:08) Is Homebuying Overrated? (16:56) The Housing Shortage Could Reverse (19:58) Boomers Ageing in Place (25:20) Young People are STILL Buying! Check out more resources from this show on BiggerPockets.com and https://www.biggerpockets.com/blog/on-the-market-222 Interested in learning more about today's sponsors or becoming a BiggerPockets partner yourself? Email advertise@biggerpockets.com. Learn more about your ad choices. Visit megaphone.fm/adchoices
There is wide bipartisan agreement that Asia belongs at the center of U.S. foreign policy. What has been achieved since the Obama administration announced its “Pivot to Asia” in 2011? Robert Blackwill and Richard Fontaine argue in Lost Decade: The U.S. Pivot to Asia and the Rise of Chinese Power that although the pivot made strategic sense, there have been few successes; furthermore, we need a far more coherent approach to the Indo-Pacific region. The authors stress that American policymakers must fully understand what the pivot to Asia aimed to achieve – and where it fell short – to gather the resources and forge the alliances and resolve necessary to preserve an open order in Asia and the world. Crafting an effective policy for the region is critical to preserving American security, prosperity, and democratic values. In an interview conducted on May 14, 2024, Ambassador Robert D. Blackwill and Richard Fontaine discuss the recent shift to Asia-centric geopolitics and its implications for America's present and future. About the speakers Follow Richard Fontaine on X: @RHFontaine Subscribe to the National Committee on YouTube for video of this interview. Follow us on Twitter (@ncuscr) and Instagram (@ncuscr).
WELCOME TO THE REVOLUTION! In Part 4 of X-MAY 2024, Aeric and Malcolm are joined by Dallas Taylor (Comics Collective Podcast) to discuss the defining story in the modern era of Scott Summers! In 2013, Brian Michael Bendis and Chris Bachalo took the recently deposed Cyclops and turned him from Fallen Son to Mutant Revolutionary. But does this story hold up over twenty years later, or is it just another notch in the belt of the “Lost Decade”? Subscribe to the Dallas' Podcast: https://open.spotify.com/show/2LyaMedHGXQ4oOyvXIOP8J?si=152932be1bab4114 Time Stamps: 00:00:55 Intro 00:05:18 Uncanny X-Men (2013) w/ Malcolm and Dallas 01:52:29 Wrap-Up Intro/Outro Music by the INCREDIBLE Sophie Marlon: https://sophiemarlon.bandcamp.com/ Follow us! Twitter: twitter.com/geeksplainedpod?lang=en Instagram: www.instagram.com/geeksplainedpod/?hl=en Send us your questions for the Geeksplained Mailbag! Email: Geeksplained@gmail.com Music Sampled: "Sayonara" by SAKEROCK “Last Breath” by Vinnie Paz
This week's blogpost - https://bahnsen.co/3QF5Zum The decade from 2000-2009 included both the Dot-Com Bubble and the Global Financial Crisis (GFC). We call this the Lost Decade because it was a rare occurrence where stock investors experienced a negative return over a 10-year period. This decade will live in infamy and will be the talk of countless financial books, newsletters, blogs, and white papers. Today, I would like to unpack what I call the New Lost Decade, which we live in now. This topic doesn't seem to be catching as much attention, but I will point out why this is so important to you as an investor. This has nothing to do with the stock market and everything to do with the bond market. I hope you can join me today to discuss the New Lost Decade. Links mentioned in this episode: http://thoughtsonmoney.com http://thebahnsengroup.com
Up this week is Simon Holmes à Court, the Australian investor and philanthropist with a passion for using data to change the world. In 2022, the federal elections in Australia delivered an upset, as around a third of the electorate turned their back on the established parties and voted in seven new independent MPs taking the total to 10. Simon was responsible for a crowdfunding initiative - Climate 200 - that supported 23 candidates in all, pledging to act on climate, political integrity and gender discrimination. He remains very involved in the challenge of pivoting Australia from a fossil fuel based economy to a clean energy superpower. Simon is an energy analyst, clean-tech investor, climate philanthropist, and director of the Smart Energy Council and the Australian Environmental Grantmakers Network. He was co-founder of the Australian Wind Alliance and inaugural chair of the Melbourne Energy Institute's Advisory Board. He is a respected commentator on the economic, political and engineering aspects of Australia's energy transition. Links: Simon's 2022 book The Big Teal: https://publishing.monash.edu/product/the-big-teal/ Simon's ABC interview on the success of Climate 200 in the wake of the 2022 elections: https://www.youtube.com/watch?v=t3Mhz6b7cg4 Simon's 2021 talk - Independents and Climate - The Hope to End the Lost Decade: https://www.youtube.com/watch?v=RN_-1eLbLL8 Simon's 2018 op-ed which triggered his expulsion from Kooyong 200: https://www.theguardian.com/commentisfree/2018/apr/09/why-liddell-is-likely-to-close-in-2022-and-why-you-shouldnt-careThe Superpower Institute, working for Australian leadership in the transition: https://www.superpowerinstitute.com.au/
Last month, Japan's central bank raised interest rates for the first time in 17 years. That is a really big deal, because it means that one of the spookiest stories in modern economics might finally have an ending. Back in the 1980s, Japan performed something of an economic miracle. It transformed itself into the number two economy in the world. From Walkmans to Toyotas, the U.S. was awash in Japanese imports. And Japanese companies went on a spending spree. Sony bought up Columbia Pictures. Mitsubishi became the new majority owners of Rockefeller Center. But in the early 1990s, it all came to a sudden halt. Japan went from being one of the fastest growing countries in the world to one of the slowest. And this economic stagnation went on and on and on. For decades. On this episode, the unnerving story of Japan's Lost Decades: How did one of the most advanced economies in the world just fall down one day — and not be able to get up? Japan's predicament changed our understanding of what can go wrong in a modern economy. And gave us some new tools to try and deal with it. This episode was hosted by Jeff Guo. It was produced by Emma Peaslee and engineered by Cena Loffredo. It was edited by Molly Messick. Alex Goldmark is Planet Money's executive producer. Help support Planet Money and get bonus episodes by subscribing to Planet Money+ in Apple Podcasts or at plus.npr.org/planetmoney.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
Market and economic data preview: How to respond in current environment. The U.S. is still the best house in a bad neighborhood. Fed folks now saying it's possible to have no rate cuts this year. Are you really ready for Tax Day? Danny & Jonathan run through some tips and strategies. The advantages and distinctions of IRA's vs Roth's: Tax liability now or later? What are the odds of taxes going up in the future? How to handle being retired and going back to work. How does this affect RMD's? How to think ahead strategically about taxes in retirement. Rather Roth for younger workers. The advantages of HSA's. How to pay for weddings: Vendors vs gifting; wedding cakes vs photos. How to deal with Social Security clawbacks. Market futures, gold, and oil commentary.es vs photos. How to deal with Social Security clawbacks. Market futures, gold, and oil commentary. SEG-1: A Tale of Two Economies: The Have's & Have-not's SEG-2: Are You Really Ready for Tax Day? SEG-3: Back to Work & RMD's SEG-4: How to Pay for Weddings & Deal w Social Security Clawbacks Hosted by RIA Advisors Hosted by RIA Advisors Senior Financial Advisor, Danny Ratliff, CFP, w Senior Advisor, Jonathan McCarty, CFA, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=NYfjniJpIkc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Japans Lost Decades: Are We On The Same Path" https://realinvestmentadvice.com/japans-lost-decades-are-we-on-the-same-path/ "Market Corrections Matter More Than You Think" https://realinvestmentadvice.com/market-corrections-matter-more-than-you-think/ "Q1 Earnings Season Approaches" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "The Bernie Madoff Trendline Remains in Effect" is here: https://www.youtube.com/watch?v=ecmypMh1FPI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is America Mirroring Japan's Lost Decade" https://www.youtube.com/watch?v=BTNuUiRW5fo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Register for our next Candid Coffee: https://streamyard.com/watch/qbNmkhUtAemn ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TaxDay2024 #SocialSecurityClawbacks #WeddingExpenses #TaxLiablity #TaxesInRetirement #JapansLostDecade #BernieMadoffTrendline #MarketVolatility #MarketComplacency #AlanStanford #SolarEclipse #TaiwanEarthquake #SupplyChainDisruption #MarketCorrectionsMatter #Q1EarningsExpectations #LowMarketVolatility #RiskOfMarketCorrection #CaliforniaMinimumWage #IncreasedLaborCosts #InvestingAdvice #Markets #Money #Investing
Market and economic data preview: How to respond in current environment. The U.S. is still the best house in a bad neighborhood. Fed folks now saying it's possible to have no rate cuts this year. Are you really ready for Tax Day? Danny & Jonathan run through some tips and strategies. The advantages and distinctions of IRA's vs Roth's: Tax liability now or later? What are the odds of taxes going up in the future? How to handle being retired and going back to work. How does this affect RMD's? How to think ahead strategically about taxes in retirement. Rather Roth for younger workers. The advantages of HSA's. How to pay for weddings: Vendors vs gifting; wedding cakes vs photos. How to deal with Social Security clawbacks. Market futures, gold, and oil commentary.es vs photos. How to deal with Social Security clawbacks. Market futures, gold, and oil commentary. SEG-1: A Tale of Two Economies: The Have's & Have-not's SEG-2: Are You Really Ready for Tax Day? SEG-3: Back to Work & RMD's SEG-4: How to Pay for Weddings & Deal w Social Security Clawbacks Hosted by RIA Advisors Hosted by RIA Advisors Senior Financial Advisor, Danny Ratliff, CFP, w Senior Advisor, Jonathan McCarty, CFA, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=NYfjniJpIkc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Japans Lost Decades: Are We On The Same Path" https://realinvestmentadvice.com/japans-lost-decades-are-we-on-the-same-path/ "Market Corrections Matter More Than You Think" https://realinvestmentadvice.com/market-corrections-matter-more-than-you-think/ "Q1 Earnings Season Approaches" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "The Bernie Madoff Trendline Remains in Effect" is here: https://www.youtube.com/watch?v=ecmypMh1FPI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is America Mirroring Japan's Lost Decade" https://www.youtube.com/watch?v=BTNuUiRW5fo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Register for our next Candid Coffee: https://streamyard.com/watch/qbNmkhUtAemn ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TaxDay2024 #SocialSecurityClawbacks #WeddingExpenses #TaxLiablity #TaxesInRetirement #JapansLostDecade #BernieMadoffTrendline #MarketVolatility #MarketComplacency #AlanStanford #SolarEclipse #TaiwanEarthquake #SupplyChainDisruption #MarketCorrectionsMatter #Q1EarningsExpectations #LowMarketVolatility #RiskOfMarketCorrection #CaliforniaMinimumWage #IncreasedLaborCosts #InvestingAdvice #Markets #Money #Investing
In this week's Fedapolooza, Fed spokespersons seem to be growing less hawkish about rates. Inflation is simply a function of supply & demand. There is a high correlation between GDP/CPI and interest rates. When inflation comes down, so will rates. Watching tomorrow's employment report: ADP is a poor predictor of BLS data. The Bernie Madoff trendline remains intact in markets; bullish sentiment is very high; bear sightings on Wall Street are rare. Technical trends of inflation are falling as the economy slows; comparisons of Japanese and U.S. economies; discussion on the economic impact on younger generations. Central Bank dominance: Control of markets destroys capitalism. Capitalism is eroding. Discussion of Capitalism vs Socialism and excessive government intervention: What the public demands. Inflation is the spark for public demand for fiscal support. Transportation and health services costs are up; housing is down (but lagging). 7% inflation was a supply/demand problem, which has been resolved. Supply-side and demand-side are both normalizing. Does the BLS report really matter anymore (because of the way it is calculated)? The "unemployed" can make more working for Uber than on unemployment benefits. Bernie Madoff, Alan Stanford, and the perfection of the 20-DMA; the saga of the Bernie Madoff whistleblower. Why markets are no longer based on fundamentals. The Madoff Line and the Wealth Gap. SEG-1: This Week's Fedapolooza SEG-2: Japanese Economics: From the Rubble to the Bubble SEG-3: Capitalism vs Socialism & Government Intervention SEG-4: Bernie Madoff, Alan Stanford, & 20-DMA Perfection Hosted by RIA Advisors Hosted by RIA Advisors Chief Investment Strategist, Lance Robert, CIO, Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=BTNuUiRW5fo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Articles mentioned in this report: "Japans Lost Decades: Are We On The Same Path" https://realinvestmentadvice.com/japans-lost-decades-are-we-on-the-same-path/ "Market Corrections Matter More Than You Think" https://realinvestmentadvice.com/market-corrections-matter-more-than-you-think/ "Q1 Earnings Season Approaches" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "The Bernie Madoff Trendline Remains in Effect" is here: https://www.youtube.com/watch?v=ecmypMh1FPI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Could Powell Eclipse Market Expectations" https://www.youtube.com/watch?v=loIQra4zl7Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=12s -------- Register for our next Candid Coffee: https://streamyard.com/watch/qbNmkhUtAemn ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #JapansLostDecade #BernieMadoffTrendline #MarketVolatility #MarketComplacency #AlanStanford #SolarEclipse #TaiwanEarthquake #SupplyChainDisreuption #MarketCorrectionsMatter #Q1EarningsExpectations #LowMarketVolatility #RiskOfMarketCorrection #CaliforniaMinimumWage #IncreasedLaborCosts #InvestingAdvice #Markets #Money #Investing
PREVIEW: #PRC: Conversation with colleague Chris Riegel of #SCALA˽REPORT re the Beijing boast that it can revive its credit collapse "Lost Decade" damaged economy by subsidized high end manufacturing products such as EVs and chips that can be dumped in Europe and the Americas -- an assertion that meets with much doubt and opposition in Europe and the US. More later. https://www.ft.com/content/ae517907-0244-4344-ad0a-1d029c03555b October 1, 1949 Beijing
This week we talk about the Meiji Revolution, shoguns, and the Lost Decade.We also discuss NVIDIA, economic bubbles, and the Tokyo Stock Exchange.Recommended Book: The Blue Machine by Helen CzerskiTranscriptWhat became known as the Meiji Restoration, but which at the time was generally, locally, called the Honorable Restoration, refers to a period of massive and rapid change in Japan following the restoration of practical powers to the country's Emperor.In 1853, the arrival of Commodore Perry and his warships in Japan forced the country to open up trade to the rest of the world, initially with the US but shortly thereafter with other nations, as well. This led to the signing of a series of treaties that were heavily slanted in favor of those other nations, at Japan's expense, and the Meiji Restoration was a consequence of those humiliating treaties, which were essentially forced and enforced by military might, not because Japan wanted anything to do with these foreign entities and their money and goods.So in the 1860s, some reformist political leaders in Japan started to support the Emperor, who had become something of a ceremonial figure in recent generations, during the country's multi-century seclusion from the rest of the world, and this, among other things, led to a decision by those in charge, who now had more power at their disposal, to shift from a feudal society into an industrialized one.There was a fair bit of tumult and internal conflict during this period, but the eventual upside was the re-centralization of the country and its land and other assets under the Emperor, away from the shoguns who had been running their own pseudo-countries within Japan for a long while, alongside an order that the country would do a complete 180, no longer isolating itself and eschewing anything foreign, instead seeking knowledge far and wide, wherever it originates, sending folks around the world to discover whatever they can, and to then bring that understanding back to Japan, to strengthen this new iteration of the nation.By the end of the 19th century, industrialization was the name of the game in Japan, and those in charge had successfully encouraged civilians to bolster the economy by tying its success to the country's military success.Other governments were happy to play into this transition, as it meant enriching themselves, as well, creating a new, modernizing trade partner that they could exploit but also invest in, and this led to a doubling-down on rapid modernization by the the government, including the culling and destruction of traditional practices, landmarks, and social classes, which wasn't popular amongst the nation's many samurai and other previously celebrated and upper-class people, but it did help the government further centralize power and influence, and reorient things toward economic success and away from a more feudal style of distributed military-backed fiefdoms.This allowed Japan to become the first non-Western great power, and it's what allowed them to grow to the point that they could take on half the world in World War II, expanding their control throughout Asia and across the Pacific.Because Japan suffered relatively less from the Great Depression than most Western nations, it was also in a pretty good spot compared to the countries that would become its opponents in WWII leading up to the conflict, and its GDP growth in the 1920s and 30s is part of what allowed it to expand so rapidly across Southeast Asia, grabbing a lot of Chinese territory and turning much of the region, including parts of the Philippines, Burma, Malaya, and Thailand into plantation-like colonies.The war and post-war periods, though, were a lot less great for Japan, as essentially all the economic gains it made during the Meiji Restoration were lost, their manufacturing capacity wiped out, their infrastructure destroyed, their population numbers depleted, and their civilians psychologically scarred by the drawn-out war and its eventual arrival on their doorstep.Japan lost its colonies, and as tends to be the case with post-colonial nations, it had to endure a period of economic recalibration, as it could no longer rely upon cheap labor and commodities from these colonies.It also had to make changes based on the treaties it signed upon its surrender, shifting resources away from its military—which had been a major focus of its entire culture and economy until this point—and moving from an imperial system into a democracy.The country was then occupied for years, and the previous landlord class that owned much of the country's rural territory was dissolved, the land distributed to the tenant farmers that worked it.Huge business conglomerates that were close with the government, and which owned much of the economy for about a century were also broken up, and new laws that encouraged business competition and discouraged monopolistic practices were enacted.After Japan's manufacturing capacity was restored and people were able to rebuild their homes and businesses and everything else that had been destroyed during the war, Japan opened up to international business entities, invested heavily in industries that other countries valued, like chemical production and information technology, and from the 1960s onward, this led to a surge in the country's economy, Japanese industry seeming to always get the jump on its international competition, especially in high-tech fields, like the burgeoning electronic appliance, television, and personal computer markets.What I'd like to talk about today is how Japan's fresh, 20th century rise fizzled out at the dawn of the 21st century, and why its stock market is booming, now, despite other economic indicators saying the opposite.—Things weren't perfect for Japan in the latter-half of the 20th century—they, like much of the rest of the world, experienced an oil crisis in the 1970s, for instance—but they really did chart an impressive economic trajectory for most of the 60s, 70s, 80s, and 90s.Their success was even more impressive in comparison to other wealthy nations at the time, as that oil shortage, mostly the result of geopolitics, hampered growth in the West, especially the United States, and that allowed Japan to steal a march on its main, electronic hardware and automobile industry competition.Japan was also in a good spot to profit in these spaces because it had a well-educated population that was used to working long, arduous hours, the former the result of a huge investment in schools, post-WWII, and the latter baked into the culture for generations, due to the country's long history of feudal governance and philosophies that celebrate labor as a moral pursuit.This allowed Japan to attain a spot amongst the most successful economies in the world, achieving the third-largest gross national product in the 1970s, following only the US and USSR, and achieving first place in the same by 1990.Previous waves of economic growth in the country had been spurred by exports, but the boom in the late-1980s that led to its 90s-era success was caused by an increase in local consumption, and that, in turn, increased the nation's imports, to feed still-increasing local demand for all sorts of luxuries, alongside fundamentals that were being upgraded, like medical services, leisure-related goods, and basic quality-of-life improvements.This period was also marked by heavy investment in telecommunications and computing research and development, and that made it the home of the world's largest stock exchange, the Tokyo Stock Exchange, as everyone, everywhere around the world wanted to invest in the most up-and-coming companies, most of which were operating in these industries, and many of them were thus based in Japan, whose cities felt like a sort of science fiction glimpse at the future compared to cities located elsewhere during this period.Beginning in 1989, though, Japan started to run larger and larger trade surpluses, the yen grew in value, and Japanese citizens were encouraged, through a variety of tariffs and other policies, to save their money rather than spending it.This led to a period in which businesses were incentivized to buy their foreign competitors rather than investing locally, because their yen bought more overseas than in-country, and this further appreciated the value of the yen, increased the trade-surplus even further, and led to a boom in financial assets, which led to a lot more speculation on the Japanese financial assets market.That increased popularity in financial speculation led to banks making riskier loans and the rates dramatically increasing on bonds, stocks, and housing, and that, as we've seen happen elsewhere over the years, led to a real estate bubble that made it difficult for Japanese citizens to afford housing, but which also, eventually caused an economic crash, all that investment that was aimed at booming Japanese businesses suddenly flooding outward, instead.This led to less investment in tech-centric R&D, which led to less-competitive Japanese businesses that were suddenly unable to compete with their foreign rivals, and that, combined with low local consumption, because a lot of people lost their savings in popped-bubble assets and were thus no longer spending as enthusiastically as they had been.This led to a deflationary spiral that was amplified by banks continuing to hand out money to basically anyone who asked, leading to even more bad investments and the emergence and popping of a number of smaller bubbles into the late-1990s.The government was forced to subsidize the banks that went under because of all those bad investments, and they did the same for businesses that could no longer do much of anything, but which continued to technically function, earning them the monicker "zombie businesses," of which there were many across Japan.This period, during which the country's meta-financial bubble slowly collapsed, rather than dramatically popping, has become known as Japan's lost decade, and despite moments of optimism here and there in the years, since, it has arguably become a lost couple of decades, as the government's many attempts to address its deflation and the devaluation of its stock market and larger economy haven't done much to stop the bleeding, and the slow-growth its Nikkei stock index has seen since late-2012 as a result of efforts to increase the country's money supply and eliminate deflation was halted by the implementation of significant new consumption taxes, the damage caused by a huge super typhoon in 2019, and the global recession sparked by the arrival of COVID-19 in 2020.All of which makes recent news out of Japan, that the country's Nikkei index reached a record high, surpassing its 1989 bubble-era peak in late-February of this year, a bit surprising.After all, most of the fundamentals in the country haven't really changed, not enough to significantly nudge the needle, anyway, and the other big headlines about Japan's economy, of late, have been about the recession that it entered at the end of 2023.Data released the same month the Nikkei hit that 34-year high indicate that at the tail-end of 2023, Japan entered a recession, and adding insult to injury, fell off the list of the world's top-3 economies, ceding its third-place position (after the US and China) to Germany—which also isn't doing great right now, but is still doing a bit better than Japan.What seems to be happening is that COVID-era recession is still weighing on consumer spending in Japan, and the country's industrial output is still low, wages are still low, and inflation is eating up the excess money folks have managed to put away.This has hurt the country's somewhat-burgeoning service industry, as folks aren't spending on services anymore, lacking enough extra money to do so, and capital spending seems to be stalling, as well, leading to production stoppages at automotive plants, which have reportedly been amplified by a lack of skilled labor, which is itself a problem tied to both insufficient pay and a rapidly aging population.The jump in the stock market, in contrast, seems to be the result of AI-linked enthusiasm throughout global markets.Chip-maker NVIDIA has been a huge success story in the US, propping up the market there, and serving as a sort of stand-in for AI optimism more broadly, because it makes the majority of the best, most AI-centric high-end computer chips, and that has led to a surge in its valuation, but also that of other companies even tangentially connected to it and its industry.Japan houses several such companies, including Tokyo Electron and Advantest, which make equipment that NVIDIA relies upon, and Japan actually still makes computer chips, even if its not as competitive as Taiwan-based TSMC or Netherlands-based ASML, which makes the machines that make chips.Japan, then, is in a relatively favorable position if this surge in AI-investment continues, because it has the infrastructure and skilled laborers necessary to build-out a hopping high-end chip manufacturing base—so investments are throwing money at some local, relevant companies in the hopes that they'll pay out in the way NVIDIA is currently paying out; which is a lot.The Japanese government is leaning into this, recently announcing about $68 billion in resources for chip-making companies and related entities in-country, which is a big bet to make, but similar to bets being made by other governments, all hoping that chips will become the next oil, and that they'll be in a position to become market leaders over the next decade, benefitting from further investment, and from that increased long-term capacity of this increasingly fundamental resource.All of which may or may not play out in their favor, as there's a chance a lot of the hype in AI right now does turn out to be just hype, similar to what we saw with crypto-assets a handful of years ago.There's also a chance that Japan's fundamentals just aren't where they need to be to sustain this kind of build-out, which would leave them with a lot of incomplete or non-competitive assets that further drain the country's economy and bank account, without providing much in the way of long-term payout.In the meantime, though, Japan's economy is incredibly uneven, the majority of people continuing to suffer under high-levels of inflation and wages that aren't keeping up, while a relative few are seeing their stock holdings boom, earning a lot more than they have in recent decades from these sorts of investments, and hoping that trend continues.Show Noteshttps://www.imf.org/external/pubs/nft/2003/japan/index.htmhttps://www.imf.org/external/datamapper/NGDPD@WEO/JPNhttps://www.bloomberg.com/news/features/2024-02-20/japan-s-67-billion-bet-to-regain-title-of-global-chip-powerhousehttps://www.reuters.com/markets/asia/tokyo-stocks-rally-many-japanese-find-themselves-left-behind-2024-02-22/https://www.investopedia.com/5-things-to-know-before-the-stock-market-opens-february-22-2024-8598465https://www.ft.com/content/8b982ad2-8923-4f48-adc6-946c10964657https://www.wsj.com/finance/stocks/japans-nikkei-after-34-years-briefly-tops-record-close-in-intraday-trading-7c29e029https://www.ft.com/content/1539d638-7499-4dc9-af4f-8a8f2a06ec9bhttps://www.nytimes.com/2024/02/22/business/japan-stocks-record.htmlhttps://spectrum.ieee.org/intel-18a This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe
The Justice Department releases its investigation into the Minneapolis police that began after the 2020 murder of George Floyd. Secretary of State Antony Blinken visits China to improve communication between the two countries. After a decade of war, Yemen is one of the worst humanitarian crises in the world, but there once was hope in the country.