I believe we face a major macro shift: a "higher for longer" inflation and interest rate era, redefining the economic and market landscape. This new regime targets around 4% inflation and strong ...

Current data, alongside several longstanding global shifts, reveal that the global economy is transitioning. The global economy may be shifting from a low inflationary paradigm driven by ...

Jeremy Grantham put out a great quarterly letter about the scarcity of commodities and the marked rise of commodity prices, calling this “the mother of all paradigm shifts”. Two interesting points in ...

Fundamental changes in the way we work with data come along very rarely. For example, the database model that has remained the industry standard for decades—the relational database—was first conceived ...

A paradigm is a fundamental model or way of thinking that shapes our understanding and actions across various fields like science, business, and personal life. Recognizing and shifting these ingrained ...