top of page
Search
Blog moving to Tricio
To see my blogs in future please go to Tricio-Advisors.com/blog where regular blogs as well as periodic podcasts and other materials by...
John Calverley
Sep 9, 20201 min read


China's bounce-back may prove limited
China’s GDP bounced back to positive territory in Q2 with year-on-year growth of 3.2%. But I doubt the accuracy of the data (as always)...
John Calverley
Jul 16, 20203 min read


Why a second wave should do less economic damage
What are the risks and implications of a second wave of Covid-19? I am not an epidemiologist so I have no special insight into the...
John Calverley
Jun 8, 20204 min read


Outlook depends on virus and politics - 4 scenarios
With so much uncertainty, scenarios are helpful. Here I consider 2 vectors – the course of Covid-19 and the political fallout. Will...
John Calverley
May 12, 20203 min read


Will the recession set up a new 10 year upswing?
The powerpoint video presentation here (10 minutes) argues that it will. In brief, recessions pave the way for sustained upswings...
John Calverley
Apr 29, 20201 min read


The 95% Economy
As economies re-open in coming weeks, much of economic activity will get back to near normal. But income will be down so people will have...
John Calverley
Apr 20, 20204 min read
Blog
bottom of page