March 1, 2017
Parallels with 1987?
Last month we covered US over-valuation, and events since demand more comment. On many previous…
February 1, 2017
Market complacency
For years there was a leadership vacuum in the West, exemplified by the unwillingness of…
November 25, 2016
Trump – calmer reflection, and opportunities
“The problems of victory are more agreeable than those of defeat, but they are no…
August 4, 2016
What is helicopter money? (Part I)
Helicopter money is coming. This is a very significant change which will have a huge…
August 4, 2016
Of Russia, Versailles, and cheap UK equities
Whether your investment choices make any money, and how much, will be driven by a…
