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 >>

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 >>

Saturday, January 25, 2014

Trash Crash IV: China's bank earthquake this Friday, 31st January

Today's newspaper are splattered with  panic regarding the currencies of  emerging markets, and disquiet because of the sh... Read More >>

Monday, January 13, 2014

Trash Crash II: Those marvellous men in their flying machines

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 >>

Monday, January 06, 2014

2014: Of financial drones, the trash crash and investment opportunities

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 >>