June 15, 2018
From Emperor Trump to Lewisham East via Qingdao
It has been a fascinating week across a range of largely political rather than investment…
April 18, 2017
The Politics Game: Tough Theresa vs Mad Dog vs French Farce
Just as the world of politics around the world appears to have lost the plot,…
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…
August 4, 2016
What is helicopter money? (Part II)
In the last few days Japan has announced a $45bn package of what is effectively…
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…
