In a previous post, I discussed the fundamental qualities of a great business – Productivity & Uniqueness . However these qualities are internal to the business and
The most powerful value creation vehicles are businesses that provide products and services. The product has a value that is greater than the cost of
A Brief primer The Definition of Economic Progress and how it is linked to productivity has been elucidated in previous posts. Fundamentals. Demand does not drive economic growth; Supply
Anti-fragility (described by Nassim Nicholas Taleb in his book – Anti-fragile) is a property of gaining/ getting better with disorder. This is probably the most
Economic growth … Is not the same as jobs for everybody It is characterized by an improvement in the quality of life (Consumption/Work). This has
Far too many discourses equate inflation, money supply, stock market indicators, commodity ETFs etc to the growth of human civilization. These are man made complications that obfuscate
Keynes is the half brother of Marx. They both believe that the economy is a machine that can be described in equations and managed by
We live in an age where personal expression and individuality are considered to be important. In fact it is associated with coolness. We have ever
The Balance of Payments crisis is one of the most common crisis that nations have been facing in the last century. BOP crisis have a mechanism of
An Analogy Let us take an analogy of 2 people A and B (the only two people in the macro-universe). A has been buying an
