Searching for explanation where it really matters
anything to do with the policy of Central banks
That we're still discussing the US/China relationship, especially the trade front, should not be a surprise. What is a surprise is the one-dimensional perspective commentators take. To us, this is nothing like a conventional trade war, and instead is the predictable "conflict of self interests"; a path that the two superpowers have long been on. …
Continue reading "US/China Trade Relations – China Syndromes?"
With the Fed already several hikes (and many billions in portfolio run-off ) down the road to policy re-alignment, it's natural for a new Fed Chair to consider a pause for reflection. Especially with financial markets doing most of the work, tightening financial conditions and reminding both market and economic participants alike, that the cycle …
Continue reading "Fed – the pause that nurtures the teenage bull"
Back from the Christmas break, refreshed and decompressed, this week we'll be taking a look at what's in store for 2019 - a year full of challenges, and therefore opportunities. We'll write on one of the major themes for the year ahead, and at the end of the week, we'll resume the weekly inflated opinions. …
Continue reading "Things to watch in 2019 – The year ahead in six themes."
Our new weekly post - all our comments and views summarized and reviewed on a Monday morning. Slightly reduced notes this week in honor of the holidays. That was the week that was Brexit - Corbyn foot in mouth Little to add on Brexit (you’ll be relieved to hear). We wrote here and here …
Our new weekly post - all our comments and views summarized and reviewed on a Monday morning. With new added "pic of the week".Every week we will summarize our thoughts from the previous week, employing the following format; What we thought (going into the week), What happened (during the week) and What changed for us. …
Today's events, where Bitcoin scammers have sent bomb threats to schools and businesses, demanding payment in Bitcoin, demonstrates what we've all known for some time. That, given its perfect anonymity, Bitcoin is the favored route for extreme criminal "commerce". How long before the authorities ban it, and take control of the crypto currency game? Today …
Britain is used to “lights out” humor. But today seems different. In the UK, there are clear parallels with the 1970s, a decade that saw the country enter Europe, confirm it with a referendum, and then seek an IMF bailout. In this longer post we explore those parallels, and consider a subset of the risks, …
Our new weekly post - all our comments and views summarized and reviewed on a Monday morning. Every week we will summarize our thoughts from the previous week, employing the following format; What we thought (going into the week), What happened (during the week) and What changed for us. Enjoy..................................... What we thought After a …
There is no excerpt because this is a protected post.
Amongst all the “sky fell already” comments I read ubiquitously, I wondered is today a welcome timeout for reflection? Perhaps even thanks might be appropriate. So in this short note we try to give some perspective on the “collapse”, and with it draw a deep breath on what might go right in the next few …
Continue reading "Shock horror! – Stocks have gone nowhere (slowly) this year."
Inflated Opinions 