Today's newspaper are splattered with panic regarding the currencies of emerging markets, and disquiet because of the sh... Read More >>
Readers know that many are worried about a "trash crash" which could have one of a variety of triggers. But just which trip wire in the murky world... Read More >>
Readers know of my skepticism of that "one size fits all" Euro. I am not sure at all that this Euro has helped German exporters, for instance. What... Read More >>
Just last week we warned of a "trash crash" - a lightning bolt out of the blue, one that demolishes the markets febrile, yet complacent market opti... Read More >>
Apologies for dithering so long, but I had to find out how to post blogs on our new webmaster's page. In a nutshell, 2014 will be characterised by ... Read More >>
If you read the Financial Times, don't bother with my musings: I have leaned heavily on today's FT. Yesterday, we posted "Jap... Read More >>
We needn't review the package agreed to in Brussels. You have that already. This "deal" and market exhuberance probably is just another false... Read More >>
Back on 7th February I penned: "Regardless of what ECB Boss Draghi says today: he only can provide a fig leaf behind which these politi... Read More >>
Etymologically, "hoax" is derived from "hocus-pocus". It, in turn, has some roots in the name ascribed to magicians and jugglers in ... Read More >>
Please excuse the lapse in posting my thoughts. Something funny was happening in Cyberspace, no doubt stemming from the Mayan Culture's forecast of... Read More >>
Not few pundits out here, particularly staff, have feared that the end of the world happens on 21st December. If you believe your cleaner's story, ... Read More >>
Something has dawned on us: there is a pervasive :dis-connect: between consitutents (i.e. the population at large) and their politicians - whether ... Read More >>
Just yesterday, a wise friend of mine sent me the following piece of research from the esteemed Bank Credit Analyst. Going back in history, its ana... Read More >>
Readers know that we have railed against the US "recovery" and have been suggesting that China's Economic Time would begin improving as of 4Q12.&nb... Read More >>
Tomorrow, Friday, Bloomberg TV-Europe has invited me at 12:10 noon, HK time. Here are my acerbic thoughts on the Euro. Having lived so ... Read More >>
Just yesterday Reuters TV posed the following question to me: "Despite some bad news on the Asia-U.S. M&A front (ie Huawei, Chinese wind farms,... Read More >>
Just yesterday we advised investors to scratch beneath the surface of that "good" decision by the German Constitutional Court (GCC) proc... Read More >>
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