Essays

A look back in time. Is history repeating itself?

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Confidence Trick - Oct 2009

In a post Credit Crunch World cheap money is being used to create confidence to seed a lasting recovery. Will the trick work?

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A Perfect Storm - Jul 2008

Finally, the Banks are about to melt down and are no longer safe places for money. Head for the hills.

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Its A Wonderful Life - Jan 2008

Momentous events are underway which will reshape the financial system and the balance of World power.

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The Stuff Of Life - Apr 2006

Will water, the substance upon which life depends, take over from oil as the focus of power and strife?

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Im Forever Blowing Bubbles - Dec 2005

After two decades of managing asset bubbles, Greenspan moves over, just in time for Bernanke.

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Its An Ill Wind - Oct 2005

Hurricane Katrina dealt a blow to Americas self esteem. Is Bush already a lame duck?

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Safe As Houses - Jul 2005

UK baby boomers increasingly rely on residential property to fund lifestyle. Are they deluded?

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Euro Fantasyland - Apr 2005

Is the Euro the new Dollar, or a Mickey Mouse currency? Judge for yourself.

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China Syndrome - Jan 2005

China is far too inscrutable to analyse, so how might the new right aligned Bush administration view it?

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Theres No Fool Like An Oil Fool - Sep 2004

For those who grew up with The Beatles this is the second era of high oil prices. Where will it lead us?

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Never Smile At A Crocodile - Jul 2004

As America prepares to vote, a decade of expanding debt has created great risk for the financial system.

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Close To The Hedge - Apr 2004

Hedge funds are flavour of the month for everyone from the Man In The Street to pension schemes.

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One Over The Eight - Jan 2004

US economic excess will prolong the party until Bush gets re-elected. Then the hangover will take hold.

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All That Glitters - Oct 2003

The US Dollar and Gold compete as stores of value. Dollar weakness will cause a resurgence of Gold.

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Freddies Back - Jul 2003

A vast debt machine drives the US housing bubble. It will break down causing global shock waves.

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War And Peace - May 2003

A Tale Of Two Investment Strategies in the run up to, during, and just after, the Gulf War.

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It Looks Like War - Jan 2003

Gulf War II is inevitable. Turmoil prevails as the Fed declares War On Deflation by printing Dollars.

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In The Balance - Oct 2002

Yin and yang, balance in all things, for harmony and investment stability.

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For What Its Worth - Jul 2002

An anoraks guide to market cycles and what shares are worth.

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A Tale Of Ordinary Folk - Apr 2002

A bit of fun with a National Icon and his influential wife.

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Trust The Markets? - Apr 2002

The culprits, with their vested interests, collude to rig the Markets.

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Clash Of The Titans - Jan 2002

Economic Reality always wins its titanic battles with the All News Is Good News Investment Industry

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