In today’s hyper-connected world, analysis has become a mere commodity. Retrieving it – let alone information – is like drinking from a fire hydrant. For example, Googling “global economic growth" yields 61 million results; “Eurozone deflation”, 1 million; “tensions in south-east Asia”, 2 million, and so on... It should therefore come as no surprise that we get easily lost in this myriad of information and analysis.
In the face of analysis overload, it becomes invaluable to sift, select and frame the issues and opinions that matter. This is why The Monthly Barometer came up with a Weekly Selection of op-eds and articles. Each week, we select just five of them (out of hundreds that are sent to us by our network) that we frame in two or three sentences. These five pieces convey in a succinct and accessible manner the thinking of people whose opinions matter the most in a variety of macro fields: economics, geopolitics, society, environment, technology and psychology. They constitute a “formidable” shortcut to complex analysis by offering insights and snapshots that can be read in just a few minutes and are easy to digest. For those keen to make sense of today’s world, The Weekly Selections are a must-read. They constitute the best antidote to information and analysis overload.
As a new service, The Monthly Barometer is now offering to its subscribers, and a potentially much larger group, a curation of all The Weekly Selections. On any given macro issue, it will be possible to access the best thinking at the tap of key. This service should therefore be of particular interest to researchers and students enabling them as it does to grasp with ease “who said what and when”.
Subscribers of the Monthly Barometer can access curated Weekly Selections as part of their subscription.
Researchers and students who do not wish to subscribe to The Monthly Barometer can access them on a pay-as-you-wish basis. Please pay an amount that corresponds to the value you attach to the product. If you don’t want to pay, remember the following: “If something online is free, you are not the customer – you are the product” (Jonathan Zittrain, George Bemis Professor of Law at Harvard Law School and the Harvard Kennedy School of Government).
Curation of weekly selections – A distillation of the opinions that count!
- REVIEW OF BOOKS
Christopher Smart, "Investing in a Closed-Border World"
Project Syndicate - 22 Dec 2016
In a world where the cross-border movement of goods, services, and people may be reduced, companies will have to build in more redundancy within borders; and investors will need to look for firms that can profit with minimal border crossings, or that can still generate a profit despite increased protectionist friction. The market will therefore put a premium on companies that can quibble with governments and navigate contradictory regulations, rather than those that can boost productivity and open new markets (reads in 5-7 min).
Published in Weekly selection 31 December 2016
Jason Karaian, "Our imaginary hedge fund of “Trump trades” is making an absolute killing"
Quartz - 16 Nov 2016
Among the flurry of articles and analysis on what Trump’s victory means for the markets, we chose this one. It is a short (reads in less than 5 min), amusing, and occasionally insightful, piece about some of the trades that have already benefited and may benefit in the future from the victory of Donald Trump.
Published in Weekly selection 18 November 2016
Ashe Nelson, "The rise of protectionism will not be good for stocks"
Quartz - 20 Oct 2016
This dovetails with the previous article, illustrating how the “globalization premium” that boosted stock prices for decades is now waning. Put in the simplest possible terms, the slowdown in global trade and the concomitant rise of protectionist policies will cut into expectations for future corporate earnings, inflicting an adverse shock in the stock market (reads in 4-5 min).
Published in Weekly selection 21 October 2016
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