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This Kind of Duality

We’re midway through the SIC 2021, and as I expected, it’s shaping up to be the biggest and best Strategic Investment Conference I’ve ever hosted. So far, all of our presenters and panelists have given stellar performances… and attendees seem to agree with that...

Anomaly of a Recovery

We did the first Strategic Investment Conference 18 years ago. I remember one of the partners in the firm that cohosted the event telling me as I walked up to the stage, “John, it doesn’t get any better than this. Don’t screw it up.” He was wrong. Every year the...

Tsunami Warning

A tsunami is a wall of water that wipes out everything in its path, typically caused by earthquakes. But first, the water actually disappears from the usual shoreline, leaving land where there should be sea. A tsunami is a wall of water that wipes out everything in...

Tiny Housing Bubbles

Recently I searched the Thoughts from the Frontline archives to see how often I used the word “bubble.” It was more than I thought, and I wasn’t quoting Don Ho. The bubbles I talked about were anything but tiny. Most of them subsequently popped, too. For most people,...

The Exponential Ride

The last year brought exponential growth in, among other things, use of the word “exponential.” It is now the go-to term when you want to say something is “growing super-fast.” I’ve got to admit it’s getting better (Better)A little better all the time (It...

The 1970s Never Ended

Big economic storms are rare and usually end quickly, but they tend to have long-lasting effects. Today I want to talk about a storm 50 years ago that still affects us now. Important things happened in the 1970s. I personally remember that decade well. I was in my 20s...