Category: External Insights

January’s issue

HTS Jan. 2020

HTS Dec.2019

The below link will open the July issue of The High-Tech Strategist from Michael Eckton.  If you have any article or publication you would like me to post on the Research blog, please send them to me.

July HTS

Thanks,

John

Attached is the May edition of the High-Tech Strategist via Michael Eckton.

DOC050919

Ray Dalio, head of Bridgewater Associates, published a great article on income inequality.  The article links inequality to education and shows that the US lags developed countries in many categories.  Dalio shows that high rates of workers earning less than than their parents and falling standards of living have lead to voter mistrust and disenfranchised populations, which has clearly been themes that Trump has tapped. He concludes that American capitalism is at risk.

Why-and-How-Capitalism-Needs-To-Be-Reformed

Thanks,

John

Here is March’s HTS March HTS

Enjoy,

John

Excellent chart book on alternatives put together by JP Morgan – worth reviewing!

MI-Guide to Alternatives_1Q19_FINAL

Thanks,

John

HTS Feb 2019

From Michael Eckton

Thanks, John

Here is a short, but stunning podcast describing the intense misery of Venezuela’s citizens. A Havard-based Venezuelan economist constructed a new measure to try to capture the scale of the catastrophe.

The story is from NPR’s Indicator podcast published 6/16/18.

Thanks,

John