Central banks: are we going under again?
After more than 10 years without an interest-rate cut, the Federal Reserve is set to loosen monetary policy − but…
5 years ago
Filipe R Costa
The bitcoin surge – A new era for money or a dangerous bubble?
In recent decades, governments and central banks have come under fierce criticism for the way they manage our most important…
7 years ago
Meet the European bank bucking the trend
Banco Santader buys Banco Popular It's always intriguing to read in the news that one big European bank just purchased…
7 years ago
Should you give in to Bitcoin fever?
I just came accross an article on CNBC about a trader from Saxo Bank who predicts that Bitcoin will be…
7 years ago
A New Foundation for American Greatness?
The budget document is unrealistic… Investors have been anxiously waiting for Trump's budget proposals, to see if the fiscal shock…
8 years ago
Are valuations now dangerously stretched?
Stretched Valuations Since the beginning of the year, I have been drawing the attention of the reader to the lack…
8 years ago
Apple’s recovery lacks solid foundations
Not good enough Apple has just released its earnings for the quarter ending 1 April, reporting revenues of $52.9 billion,…
8 years ago
Sweeten your portfolio with cocoa
In this instalment of The Macro Investor, I’m going to lay the foundations for a long position in cocoa. A…
8 years ago
Signs of life in the eurozone
Last Thursday, the ECB decided to keep its monetary policy unchanged, as widely expected, and delay a significant change in…
8 years ago
Is there any upside in oil?
Far from memory is the time when Saudi Arabia and OPEC were in control of global oil prices, as are…
8 years ago