The Ideas Lab: New Ways To Understand Global Markets

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The Right Kind Of Wrong
Intelligent failure is the key to success. Can we learn to embrace it?
 • 
Kevin Coldiron
4
Not The End Of The World
Why a sustainable planet is within our reach
 • 
Kevin Coldiron

December 2023

The Fund
A stunning new book about Bridgewater suggests Ray Dalio's Principles were used to obscure rather than reveal truth.
 • 
Kevin Coldiron
2

October 2023

How China Manages Trillions in Shadow Reserves
China owns the world's largest stockpile of foreign exchange. Who invests this money and what are their goals?
 • 
Kevin Coldiron

September 2023

Is An Economic Boom Coming?
Mark Mills makes the case for the "Roaring 2020's"
1
Inflation in the Twenty-First Century Part III: A Circular Flow No Longer
Foreign buyers of Treasury bonds are getting harder to find
 • 
Kevin Coldiron
5

August 2023

Inflation in the Twenty-First Century Part II: Unintended Consequences
The Carry Regime's legacy adds new challenges and costs to the inflation fight
 • 
Kevin Coldiron
1
Inflation in the Twenty-First Century
The battle ain't over yet
 • 
Kevin Coldiron

June 2023

Will Democracy and Capitalism Stay Married?
A fragile union has brought us freedom and prosperity, it needs support to avoid divorce
 • 
Kevin Coldiron

April 2023

The US & China Stumble Into Accidental Conflict
How to repair a relationship damaged by false narratives
 • 
Kevin Coldiron
Homecoming
To paraphrase Eminem: localization is king, as we move toward a New World Order
 • 
Kevin Coldiron

March 2023

Is India Broken?
An endangered democracy produces GDP growth but is short 200 million jobs.
 • 
Kevin Coldiron
7
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