![]() ![]() Re: what Bretton Woods enabled - “All at once, anyone and everyone could trade for anything and everything.” Every country has fought internal wars to achieve it.” Re: China - “Every country puts a premium on political unification. He has quippy sentences that sum up big phenomena, e.g., It covers a lot of ground, including detail on the top producers and uses for all the major commodities, which is handy. He has irreverent quips and uses words like ‘anywho.’ ![]() My focus is on the demographics and the implication on labor markets and productivity. Yet it’s still good to know about the dynamics. Many people will make a lot of money in this sector over the next ten years. The energy and natural resources markets are critical to economic growth. It’s dark, but is it worth considering? I don’t know. His (bleak) view is that we’ve passed the special golden age of globalization that enabled cheap goods and services provided by the hegemony of the United States and favorable demographic tailwinds. Peter Zeihan is a self-proclaimed strategist who combines a study of demographics with knowledge of geopolitics to make economic predictions. Does it live up to the hype? I’d say it was worth the read, but there are plenty of holes to poke. I learned that The End of The World is Just the Beginning is the number five non-fiction best seller in America by walking through an airport. ![]()
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