Victor Hill

Baffled in Jackson Hole

Every year in late summer the secretive priestly caste that is the world’s central bankers meets in conclave at the…

What the Olympic Medals Table Tells Investors

It is five days now since the world’s Olympians filed out of the stadium in Rio heading home in a…

Meet the New Breed of Extreme Miners

If you thought mining was about digging holes in dry ground, and that the technology required to do that was…

The Storm Clouds Are Gathering

If you have any exposure to the major (or indeed minor) European bourses, prepare for turbulence. 2016 (with an epilogue…

Sherlock Homes & the Mystery of Rising Debt & Falling Rates

A dialogue between the Master and his trusty sidekick, Dr Watson, at 221B Baker Street, unpacks the most intriguing paradox…

Quantum Computing: Schrödinger’s Cat is SO Clever

The greatest technological leap forward for humanity in the second quarter of the 21st Century will be Quantum Computing (QC).…

An Inconvenient Truth for Liberals: Vote Donald, Get Peace

Letter to my American friends. The Donald will reach an accommodation with Russia. The alternative could be too awful to…

Alice in Wonderland Economics Gets Even Crazier

Get ready for a world of negative interest rates and helicopter money. The lunatics have taken over the asylum. In…

Mr Carney Upsets the Markets (Again!)

July 15.  St. Swithin’s Day[i].  An ancient British folk-tale holds that if it rains today, that will set the weather…

Bag a Brexit Bargain with the Banks

Release the Buffers The Brexit backlash shows that the UK banks have better prospects than their European counterparts. A buying…