For The Archives -- What Folks Are Saying -- March 27, 2022

Locator: 10001ZEIHAN.

There have really been some great articles over the past few days -- March, 2022 -- the first month of the Russian-Ukraine war -- prior to the war, in the energy sector, major changes were occurring -- then the invasion -- wow -- a new world order -- we're living through it ... so these for the archives. And, then coming out of the pandemic.

One. "The geopolitical playbook worked (nearly) perfectly." ZeroHedge. Link here. 

One month ago, Deutsche Bank's Jim Reid published one of his trademark "Charts of the Day" which showed the historical playbook for how geopolitical events play out in markets, and which Reid says that in retrospect, he "might have retracted" if he could, as he had the lowest confidence in one or two weeks after publishing. But as it turned out, that playbook worked remarkably well with the S&P 500 now back above levels from the point where the US warned of an imminent Russian invasion of Ukraine late on Friday 11th February. This marked the start of the escalations and a geopolitical-induced market sell-off.

Two. Peter Zeihan, now being quoted by everyone everywhere.

• from chiefexecutive.net:

Even before the invasion of Ukraine, the five-decade growth of post-WWII globalization was in retreat, with myriad unintended consequences, and opportunities as well.

Author and advisor to CEOs and C-Suites Peter Zeihan has been watching it all play out, supplying a rich vein of geopolitical insights in books like The Accidental Superpower, The Absent Superpower and Disunited Nations. Zeihan has been a regular speaker at our Chief Executive leadership events, sharing his knack for mapping big-picture perspective to pragmatic business advice.

This June, he’ll publish The End of the World Is Just The Beginning, his take on, as he puts it “what happens with the major economic sectors post globalization”—a world where countries and regions make their own goods, grow their own food, secure their own energy and “do it all with populations that are both shrinking and aging.”

from The WashingtonPost: 

Ukraine war ends the world as we know it.

Three. The psychologist who coined the phrase, "Great Resignation" reveals how he saw it coming ... and whoo-hoo, the professor teaches at ... drum roll .... Texas A&M ... link here to businessinsider.

Who we are as an employee and as a worker is very central to who we are.

Four. The Great Resignation. The wiki entry

Resignation, also known as the Big Quit and the Great Reshuffle, is an ongoing economic trend in which employees have voluntarily resigned from their jobs en masse, beginning in early 2021, primarily in the United States.

Possible causes include wage stagnation amid rising cost of living, economic freedom provided by COVID-19 stimulus payments, long-lasting job dissatisfaction, and safety concerns of the COVID-19 pandemic. Some economists have described the Great Resignation as akin to a general strike.

The term was coined by Anthony Klotz, a professor of management at Mays Business School at Texas A&M University, who predicted the mass exodus in May 2021. 

Five. The great resignation is beginning too reverse course. Money from the stimulus payments has run out. Link to Barron's.