Monday, October 09, 2017

What will trigger the next market crash?

We read the Financial Times and Economist regularly as part of our intellectual diet.  Both carried articles this week about the non-likelihoo... Read More >>

Thursday, September 07, 2017

Radio Show Notes: Fischer, ECB, dollar, gold & Chinese markets

A random walk. We are very worried about Prof. Fischer resigning. Expect more ECB garble. The dollar remains soft whilst Euro-yields rise. Gold ris... Read More >>

Sunday, September 03, 2017

Global: What will cause the crash?

Un-originally, we have forecast a market crash between 4Q17 and 2H18.  Iconoclastically, however, we don't think that the usual causes are rel... Read More >>

Saturday, August 26, 2017

Crisis: when the bubble is the asset

Many bright commentators gnash their teeth about the threat of asset bubbles.  We see the risk elsewhere. Asset bubbles. It will not ha... Read More >>