Newsletters

Welcome to the archive of what I have written and posted in each of my newsletters. I'd be thrilled to hear any feedback you may have for me. Thanks for visiting!

 

All Clear! Stability Spreading and Growth Accelerating

April 6, 2016 | Vikram Mansharamani

Anyone who’s been following my thoughts recently will immediately recognize my headline as an April Fool’s Day joke.  I am

On the Brink…

February 15, 2016 | Vikram Mansharamani

I’ve had a busy six weeks since my last email, having given talks in the Cayman Islands, Bahamas, and Puerto

16 Predictions for ’16-’21

January 6, 2016 | Vikram Mansharamani

2015 was a roller coaster of a year for analysts of global economics and politics. Terrorist tragedies from the US

Review & Resolve

December 31, 2015 | Vikram Mansharamani

2015 was filled with big developments.  Oil prices plunged, Chinese growth slowed, and relations with Cuba and Iran thawed.  Terrorists

Tick…Tick…Tick…

November 15, 2015 | Vikram Mansharamani

The world feels more precarious to me today than it has in a long time; it’s feels like a ticking

Pop Pop Fizz Fizz…

October 1, 2015 | Vikram Mansharamani

Remember the Alka-Seltzer commercial that had the catchy jingle “plop plop fizz fizz, oh what a relief it is!”?  (If

China’s Fine! Really!?… September Fools!

September 1, 2015 | Vikram Mansharamani

I have been receiving a steady stream of inquiries from global investors and financial journalists asking about my views on

When the Going Gets Tough, The Tough Devalue

August 15, 2015 | Vikram Mansharamani

The “vicious vacation volatility” I mentioned in my last newsletter (click HERE for an archive) seems to be rearing its

Boiling Seas, Sour Wine, & Mad Dogs

July 1, 2015 | Vikram Mansharamani

As I write this note, Greece has just defaulted on its 1.5 billion euro loan payment to the IMF, Puerto

Breaking the Monotony of Counting Profits

May 15, 2015 | Vikram Mansharamani

I remain firmly convinced that Canada’s economic vulnerability is as high as ever.  As noted in an article I wrote

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