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 extremely concerned about the health of the global economy and see risks almost everywhere I l...

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 Rico so far this year.  While in Cayman, I spent about 45 minutes talking with Grant Williams, a friend from...

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 and France to Nigeria and Iraq shocked us, Nepal suffered a devastating earthquake, and Volkswagen’s m...

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 attacked in Paris...

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 time bomb.  Perhaps it's just me, but everywhere I look, I see significant risks on the ec...

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 not, click HERE for a reminder!)  As...

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 China.  As a result of this interest, John Wiley & Sons has graciously released an electr...

When the Going Gets Tough, The Tough Devalue

August 15, 2015 | Vikram Mansharamani

The "vicious vacation volatility" I mentioned in my last newsletter (click 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 Rico's governor has indicated the is...

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 for the PBS Newshour titled "Why Canada's Economy is...

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