June 27, 2012

Our National Dialogue, Mid-2012

Patrick Marren
Partner

"What we have here is... failure to communicate."

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June 26, 2012

Frank Newman's Six Myths - #3: If everyone tries to save more, the nation will save more, and investment, GDP, and employment will increase

Charles Perrottet
Partner

Today we examine the third “myth” from Frank Newman’s book Six Myths That Are Holding Back America – the presumption that increased saving will drive increased investment.

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June 22, 2012

Frank Newman's Six Myths -#2: Treasuries "crowd out" financing for the private sector

Charles Perrottet
Partner

Today we examine the second “myth” from Frank Newman’s book Six Myths That Are Holding Back America – the belief that treasury bills compete with private sector organizations for available capital.

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June 21, 2012

Frank Newman's Six Myths -#1: Asian nations are bankrolling the U.S.

Charles Perrottet
Partner

Today we examine the first “myth” from Frank Newman’s book Six Myths That Are Holding Back America – the idea that Asian nations are bankrolling the U.S.

 

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June 21, 2012

The Problem With Everything: Them

Patrick Marren
Partner

So far I have soft-peddled my actual politics on here. It's only seemed like the sensible thing to do on the website of a commercial enterprise to keep my political opinions to myself.

But there comes a time when you just have to say what you really believe.

There are two types of people in the world: the sensible ones who can see that we are headed down a very bad path, and the nutty ones who want to hit the accelerator until we fly right off a cliff.

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June 20, 2012

We're Doomed! No, We're Saved! Euro Scenarios

Patrick Marren
Partner

Scenario consulting has rarely had a better promotional material than Europe has been pumping out the past year or so. Uncertainty abounds.

Sunday's election in Greece has once again caused the Very Serious People in Europe to breathe a sigh of relief. "New Democracy, the mainline conservative party that wants to stay in the euro, won the election and can form a government! We're saved!" 

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June 18, 2012

Book Review: Six Myths that Hold Back America

Charles Perrottet
Partner

Frank Newman's book, Six Myths that Hold Back America, exposes what he says are six false beliefs that are widely held in the United States – even or especially among people who are in a position to make policy.

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June 11, 2012

Why Scenario Planning Works

Patrick Marren
Partner

Say you have a strategic decision to make. And you have several experts giving you different expert opinions about how you should make that decision. And you are not an expert. What do you do?

This is hardly an academic question. In fact, it is a fairly good description of what top management has to do every day. Especially in this era of the Internet, experts can be found to disagree on everything from interest rates to global warming to whether it is raining outside. 

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June 08, 2012

Pray for Austerity to Work in 2013...

Patrick Marren
Partner

Another quick and filthy Friday Scenario Planning exercise.

Someone is holding a gun to your head and asking what the impact of the 2012 election will be on your organization.

Here's your answer: Austerity -- either moderate or less moderate. 

Damnable 2 x 2 consultant matrix for today: Obama vs. Romney on one axis; Keynes Is Right vs. The Austrians Are Right on the other.

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June 01, 2012

U.S. Election Scenario Data Points: June 1, 2012

Patrick Marren
Partner

May job numbers come in weak for yet another month, after some hopeful signs in the first quarter. Some scenarios for the election campaign are coming into focus.

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