SUMMARY George Soros blames the markets for the woes of indebted economies, but the reality is that the world (at least a large part of it) has fundamentally changed, and markets…
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SUMMARY Markets have been unfolding much as we expected. The worst of the Eurozone crisis lies ahead, and the global implications of that alone can undermine whatever Obama and his…
SUMMARY The UK stock market is headed towards our target of 4800 as we write, and the global markets are falling in tandem. It is time to start building a…
SUMMARY Gerry Adams, Martine Le Pen, and a Greek colonel. Is this Trichet’s destiny? Political risk is rising and dangerous. European banks can cope with defaults by Greece, Ireland and…
SUMMARY The global economy has developed a sinking feeling in recent weeks, right on cue for the Titanic anniversary. But there will be outstanding opportunities for those that are patient….
SUMMARY The end of humanity is nigh, but not before a commodity price crash, followed by the greatest investment opportunity ever! At least that’s the gist of a recent piece of…
SUMMARY It is remarkable that stock markets have held up so well in recent months, with so much to worry about. But don’t be complacent. It is what we call…
There are two issues just ahead on which you need to keep an eye. First the still unresolved eurozone crisis. Over the next month the EU will be meeting to try…
2010 was twitchy, and we should expect more of the same twitching of markets through 2011, as we look for answers to three key questions by the end of the year: …
In summary, European banks lent capital to Irish banks, who in turn lent it out to inflate the Irish property bubble. But the banks got it all wrong. So the…
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