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…
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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…
This is an interim note. In summary, as you know we have been cautious for some time, though last month we identified possible reasons to be more optimistic about the…
SUMMARY Last week was a very important week, in particular in the context of the Federal Reserve confirming its willingness to keep printing money. As such this commentary is a…
It’s been a month for head scratching. September is historically the weakest month of the year for the stock market, yet we have apparently just enjoyed the best September since…
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