Three wheels on May’s wagon…
Campaigning resumes today in the British general election after three days of self-imposed reflection following the abominable events in Manchester…
8 years ago
Economics & Markets
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
Trumponomics, Corbynitis and Post-Thatcherism
You can tell a political ideology by its tax-and-spend policies. The two far extremes of the English-speaking political world -…
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
Is this the best-kept secret in finance?
Historians, in their quest to make sense of the past, refer to two types of source material. Primary sources are…
8 years ago
Mad about the boy
He is 39 and-a-half years old. He came top at Sciences Po and ENA. He was Minister of the Economy…
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
The UK general election: A question of trust
The Tories are going to win the forthcoming British general election on 08 June handsomely if the opinion polls are…
8 years ago
Mellon on the Markets
Juvenescence, Bill Gates and the markets It’s been a month since the Master Investor Show, and it’s been a busy…
8 years ago