The COVID-19 crisis has packed a big wallop to the global economy that will likely be felt for years to come. Back in June, the World Bank sounded the alarm that the crisis was likely to plunge the economy into the worst recession since WWII. The dire...
Globalization, the megatrend spawned by the physical connectivity of every corner of the world and solidified by digital connectivity, has once again come into sharp focus thanks to recent events such as Brexit, trade wars and the Trump administration’s effort to disrupt global supply chains controlled by...
As the second most abundant element in the Universe behind only hydrogen, it’s ironic--and somewhat maddening--that helium is also one of the rarest elements on earth. In our atmosphere, helium occupies just 5.2 parts per million (ppm), earning the designation of a ‘rare’ gas thanks to one...
There’s an old adage in investment circles that suggests that “the trend is your friend.”  For decades, megatrends have always set the stage for winning investments, whether they involved technological revolutions, government driven regulation or population demographics.  This has certainly continued...
A full decade since the first retail stores fell victim to the inexorable march of ecommerce and Amazon Inc. (NASDAQ:AMZN), the retail apocalypse shows no signs of abating. The last decade has been brutal to the American retail industry, as countless traditional malls continue to shutter at...