20 Nov, 2025
Late 2017, I published my blog on Waves (2), including the long-term economic Kondratiev wave (c.45-60 years), and the long term generational Strauss-Howe cycle (c.80 years). In my 2018 and 2020 blogs, I integrated (i) Needs, Wants & Beliefs and (ii) Awakening into the Strauss-Howe cycle. Source: Charles Hugh Smith, 11 June 2008, Dude, We Are So...
17 Nov, 2025
In 2020, I published a blog called The cost, quality & speed trade-off in project management and/but without any diagram. In 2021, I published my diagram (below left) in a blog called The oxymoron of government innovation. It seems that my 2023 diagram (below right) was never published (before). Source: The oxymoron of government innovation Source: my draft 2023...
4 Nov, 2025
The above phrase is from a recent SCMP article (on trade and EV tariffs). In and of itself, this phrase seems true. Once you reflect on the meaning of progress then things get fuzzy because progress is philosophical and one-directional. “Progress is movement towards a perceived refined, improved, or otherwise desired state. It is central to the philosophy...
30 Sep, 2025
Intro LO: Given the American president's common use of reverse psychology, his threat to shutdown the American government should imply that he will - once again - reverse course, and blame Democrats for his decision. UPDATE(s): Axios title: ⛔️ The shutdown begins By: Mike Allen Date: 1 October 2025 "It's official: The federal government shut down at midnight....
22 Sep, 2025
Intro LO: The one thing that the American president cannot hide (eg, U.S. labour statistics), and/or control (eg, Fed interest rates) is the international currency valuation of the US$. Hence, this article's title - that the market's bearish bets on the dollar continue to grow - should hardly come as a surprise. Moreover, lowering American interest rates in an...
11 Sep, 2025
Intro LO: In my view, we are (indeed) in an AI bubble. This highly interesting Atlantic article (below) explores its three bubble-related scenarios in paragraphs 19 to 21: "An AI crash could lead broadly to less spending, fewer jobs, and slower growth, potentially dragging the economy into a recession." (#19); "the silver lining would be that fears of sudden...
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