Posts Tagged ‘ gavekal ’

The Myth of the Platform Company

Aug 29th, 2007 | By | Category: Macro Economics
Thoughts on GaveKal’s Our Brave New World Does the decline of U.S. manufacturing and the growing trade deficit portend a collapse of the dollar? Or are we in a brave new world in which countries with developed financial markets produce nothing, have no physical capital, run permanent trade deficits, and pay ...read more