April 09, 2015

An Implausible (But True?) Interest Rate Scenario

Patrick Marren
Partner

Interesting stuff from Brad DeLong​, possibly explaining much of the last decade of economic weirdness:

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February 09, 2015

A Most Ironic Scenario

Patrick Marren
Partner

Some perspective from 93 years ago on Greece threatening not to pay back its monstrous debt to German and other banks.

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January 28, 2015

Syriza Scenarios

Patrick Marren
Partner

A Greek election may offer a glimpse of the future - or a brief detour to a failed past.

This past Sunday, Syriza, the Coalition of the Radical Left, won a large victory in Greek parliamentary elections over the main establishment parties, the center-right New Democracy party, led by Andonis Samaras, the Movement of Democratic Socialists, led by George Papandreou, and the already shriveling Panhellenic Socialist Movement (PASOK), recently led by Evangelos Venizelos, and founded by Papandreou's grandfather. 

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January 06, 2015

New Year Scenario Irony Alert

Patrick Marren
Partner

2015 is starting out as a year of unexpected paradoxes and amusing contradictions.

1. The Dow Jones Industrial Average is plunging because Americans are no longer being forced to take out mortgages to fill their gas tanks, and those nice guys Vladimir Putin, the Chavistas in Venezuela, and the Iranian cleric-dictators are being put in a tough spot. It's almost as though maybe Wall Street doesn't have the same interests as the average American.

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December 24, 2014

How We Might Not Have Gotten to Now

Patrick Marren
Partner

Steven Johnson's How We Got to Now - and why we might not get to Then

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December 05, 2014

Should We Be Worried about Plunging Oil Prices?

Peter Kennedy
Partner

What's not to like about the dramatic fall in world oil prices?  Here are some things to watch. 

 
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October 24, 2014

Why Driverless Cars Are Still Not

Peter Kennedy
Partner

Autonomous vehicle technology has made great strides, but a fascinating confluence of non-technology factors continues to inhibit the sector.

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September 22, 2014

What if Thomas Piketty is Right about Inequality?

Peter Kennedy
Partner

A FSG conversation on one of the most important economic questions of our time.

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April 04, 2014

The Biggest Economic Trend of Our Lifetimes

Patrick Marren
Partner

Has no one noticed the main fact about our country over the past 13 years?

A couple of years ago I wrote an article entitled Strategy's Main Failure: The Extermination of Livelihood.

In it, I came up with the hypothesis that much of what has passed for "strategy" the past decade or more had actually been about cost cutting, and in particular, cost-cutting of the largest line-item: labor. 

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February 21, 2014

US Consumer Scenarios: How Are We Doing?

Peter Kennedy
Partner

The economy in 2014 is certainly on a much stronger footing than it was a few years ago, but is this as good as it will get for the U.S. consumer?

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