May 12, 2015

A Gigantic Missed Opportunity?

Patrick Marren
Partner

This week may mark the passing of a great national opportunity for the United States.Read more

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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:

"You may say: A 10-year nominal Treasury bond rate no higher than inflation is supposed to be the current value of the natural interest-rate? Good God! That is absurd! Something is wrong with our economy, and wrong at a much deeper level than a simple shortage relative to demand of the supply of safe-and-liquid-store-of-value assets that can be hoarded! It makes no...Read more

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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.Read more

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September 15, 2014

Lessons from Scenario Planning

Patrick Marren
Partner

Some things we've learned in several decades of scenario planning.Read more

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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. 

Unfortunately, when every company decides it's time to...Read more

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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?Read more

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January 06, 2014

Positive Economic Scenarios for 2014

Peter Kennedy
Partner

At the start of 2014, the U.S. economy is looking brighter than it has been since the onset of the financial crisis.  But should we still be worried?Read more

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October 10, 2013

What, Us Worry?

Patrick Marren
Partner

The Financial Times has a story that causes our eyebrows to rise well above half-mast this morning.

 

With Greek banks' splendid history of rigorous management and Wall Street hedge funds' impeccable eye for risk and record of spreading nothing but goodness and light in countries in which they invest, what could possibly go wrong? 

(Greek government representatives Timeo Danaos & Dona Ferentes have assured...Read more

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August 14, 2013

Airline Scenarios: American-US Airways

Patrick Marren
Partner

Normally we are into alternative scenarios. But airlines seem to be stuck in one scenario.Read more

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May 08, 2013

The War on the Future

Patrick Marren
Partner

Some say our era is dominated by the war between the left and the right. But the real war right now is the war of the present against the future. Read more

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