In March our headline was “Trump, Italy, and Putin raise temperature”. Plus ça change.
Donald Trump raises most people’s temperature most days. In recent 6 monthly client reports we highlighted the growing risk of cyber wars emanating from Russia (or Iran). And Italy is back in the headlines too – more on that in a moment.
In our commentary at the end of January (Opportunity Knocks or Apocalypse Postponed?) we set out a blueprint for markets in the 12-24 months ahead.
The December blog was a tad gloomy, “Investing in The Age Of Radical Uncertainty”. To cheer you up before the close of January here is a blueprint for the (still to come) craziest bull market ever. Put together by a grey cautious optimist (me), aided and abetted by two even older analysts (the famous Grantham and Prechter), who are typically more cautious than optimistic.
In so many ways we appear to be living through history. It is the impact on the markets which concerns us, where behaviour in many markets is measurably and visibly extreme, from the US stock market to bitcoin, with many bonds around the world still having negative or zero interest rates, and guaranteeing that you lose money.
Today is the 30th anniversary of The Great Storm in 1987 – the famous one that the BBC weatherman (Michael Fish) denied would happen.
Sadly there were 13 deaths in the south east of England.
Think of this as a part II of the earlier March of the Robots, reflecting on a (people) revolution which will drive this century, and inspire and incentivise the march of extraordinary new technology.
The 3rd anniversary of the election result which crowned Narendra Modi as Indian Prime Minister was this week (16th May). He was given a huge mandate and promised sweeping reforms for the world’s biggest democracy. How has it gone? And what about the future.
The loss of jobs to robots in the years just ahead is an unsettling development for many. Yet the newly elected President of France, Emmanuel Macron, says he is going…
Just as the world of politics around the world appears to have lost the plot, up pops Theresa May and says “politics is not a game”. Before the parochial UK…
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