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The New Gold Rush in Mortgage Technology?
Economists anticipate that higher rates might prevail for a longer duration than we expect, with their impact only mitigated by a deterioration in consumer credit, leading to an economic slowdown and a reaction by the Fed – arguably the best of worst-case scenarios. Market dislocations, such as the ones we’re currently witnessing, often give rise...
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Labor Unions and Automation
Technology innovation has found its unlikely ally In periods of increased inflation and economic uncertainty, profit margins contract, the value of purchasing power declines, and there’s an amplified demand for cost-of-living adjustments. Such conditions lead to a delicate balance between maintaining business viability and safeguarding employees’ purchasing power. Consequently, the escalation in labor union activities...
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America’s Decoupling
Throughout history, large macro corrections often spur transformative changes in policy, technology, and society. These changes act as a disruptive reset and are typically followed by a rapid acceleration to a new normal. Economic recoveries following a crisis however do not follow a linear path, as demonstrated in the aftermath of the Global Financial Crisis...
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National Security: The Evolving Security Threat and Opportunity
National Security Observations National Security was initially conceived as a protection against military attack. It has evolved in significance over the years to include economic independence, border security, crime, energy, manufacturing, cyber, logistics, capital markets, and our industrial supply chain to name a few. Events like 9/11 kicked off an era of cloud innovation and investment unlike...
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The Republic of Big Tech Pt. 2
Conversion Insights In our last installment, we addressed the monumental rise of the new economy, Big Technology firms that are gradually swallowing the cities they inhabit and now, the nation-states they occupy – Amazon to Amazonia. But what is left unclear is how regulators will address this change. After all, the US government et al....
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The Republic of Big Tech
Conversion Insights In the last 500 years, there are few choices for the most important legal treatise beyond the Declaration of Independence – the only arguable contender might be the Peace of Westphalia born in 1648, which created the foundation of the modern nation-state. After a period of significant political volatility, the eighty years war,...