Do Markets Believe Central Banks?

22 October 2017 Investors appear convinced that stimulative G-7 monetary policies lie behind the markets’ record-setting performance.  To be sure, that was the case between 2009 and 2015.  During the past three years, however, I believe the impact of monetary policy has been quite neutral, the key driver of markets more recently has shifted from [...]

Health Care: The Big Data Revolution

The_big_data_revolution_in_healthcare - Copy Big Data is the  a Big Theme.  However, too much attention is placed on how Amazon will makes us better shoppers.  It's tranformational value -- boosting productivity -- will come when applied to solve more important economic problems.  Big Data will play a Big role in health care -- lowering costs and [...]