Serious investment thinking that doesn’t take itself too seriously.
After a 1000 point midweek Dow rally, the US stock market was slammed again by 567 Dow points on Friday after President Trump announced $100 billion in additional tariffs on...
Federal Reserve Chairman Jerome Powell made it clear that his strategy on interest rate hikes will be guided by the real time performance of the US economy, not the estoric...
Brexit, sterling’s fall from grace, the collapse of the London housing bubble and the fractious politics of Theresa May’s Tory government in Westminster has made UK equities a...
GCC Focus – Losing and making money in commercial property The sharp rise in US Treasury, British gilt, German Bund and other government bond yields is a disaster for real estate...
Currencies – What next for the Indian rupee, sterling, yen and the Euro? I reiterate my call last week for a depreciation in the Indian rupee to at least 66 against the US...
Saudi Arabia has been the traditional voice of price moderation and long-term stability in the global oil market, given that it has the world’s highest long life reserves and...