Posts Tagged 'economics'

Mar 262016
 

Life complexifies. Perhaps it is a fundamental law of information that the complexity of information increases. In the world of biology, over time organisms become more complex, with new genetic permutations appearing alongside of old genetic pieces. In the hyperastronomical space in the animal genome, nature constantly produces new combinations. In human knowledge and scientific discovery, the same is true. New insights are built on top of old ones. Breakthroughs in insight usually have higher levels of complexity and hence require higher levels of abstraction and difficult codification to accommodate the widening domain covered. We all know E=MC2 but how many of us really know what it means? In the world of medicine, treatments are Read more

Nov 302012
 
The New Darlings of the Globe

It’s not going to be a pretty year ahead, unless you’re in the “doom and gloom” business. As one of the “risk guys,” I’m in a sweet spot for the year ahead, but I don’t think I have a lot of company. I believe a lot of businesses are going to retrench even more deeply, hoarding capital and waiting for some semblance of stability in terms of business regulation. I don’t believe that stability will be forthcoming, which means that the money that has been holed up for several years now will begin to find its way off shore. This makes for an interesting year ahead for the folks outside the States and outside the Read more

Dec 242010
 

I predict that in the USA, the tension between Democrat- and Republican-controlled Houses of  Congress will force compromise early and more will get done.  The emerging economy will strengthen as global competition forces corporate investment.  Companies that are overly conservative and hold on will find themselves at risk again. [Editor’s Note: This post is part of the annual “Cutter Predicts …” series, compiled at the Cutter Consortium website.]

Nov 212008
 

Is information technology accelerating the wild swings in the market? Oil barrel prices, thought to cross over $200 are now around $50. The stock market jitters 5% – 7% in a day looking like warmed-up jello. The talking heads on TV are talking with more emotion and I can see their veins popping on my high definition TV. Watching the stock market, I get the sense we are behaving like a large flock of birds. At the first sign of any perceived threat and the lead bird takes off and the whole flock blindly follows. The whole world is joined together in a synchronous flow of information, made possible via the information technology of the past Read more