Serious investment thinking that doesn’t take itself too seriously.
My world: June 2021… This is part of a series of articles where our contributors describe how they think things will look a year from now. Permanent QE keeps stock markets...
Pumping cash into the economy was meant to make us all better off. Instead the money got locked into stocks and bonds to enrich the wealthy, while austerity made everyone else...
A few years ago I was on Bloomberg one morning and said something like, stocks looked overly expensive and should be due a correction if it wasn’t for the support they were...
It’s going to be relatively short comment today – I just spent the last 1 ½ hours standing all the way from Southampton to the City. SouthWest Rail decided to reduce the...
Global financial markets seem increasingly disconnected from real world events – keep your eyes on the macro trends I’ve spent 35 years in finance, and much of the market...
Why did the Fed Ease? Last night’s Fed decision was anything but unanimous with 10 of the 17 members dissenting – views ranging from no cut to a larger ease. Powell...