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…
June 1, 2018
Blighty versus Italy
In March our headline was “Trump, Italy, and Putin raise temperature”. Plus ça change. Donald…
December 12, 2017
Investing in the Age of Radical Uncertainty
In so many ways we appear to be living through history. It is the impact…
August 3, 2017
The Middling Revolution, China and Trump
Think of this as a part II of the earlier March of the Robots, reflecting…
May 17, 2017
March of the Robots
The loss of jobs to robots in the years just ahead is an unsettling development…
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…
