Can Brazilian stocks continue to rally?
After three years of subdued performance, there are once again signs of life for Emerging Market equities, including Brazil. By…
8 years ago
Economics & Markets
The strange case of the Swedish taxpayer
In general, taxpayers try to minimise their contributions to the government budget, either by optimising their tax rate or through…
8 years ago
Downfall: Mr Juncker in his Bunker
In his final days as ruthless EU dictator, the Leader made a series of cataclysmic blunders, based largely on a…
8 years ago
“Populism” and the Age of Disruption
The future of politics This week I want to talk politics without getting (party) political. Like many others, as an…
8 years ago
Mellon on the Markets: On the road again
Well, I’m on the road again. This time, I’m travelling around the US, in part researching for the new book,…
8 years ago
What does the decline in correlations among asset classes mean?
One of the worst enemies of a serious long-term investor is a high level of correlation. The main reason for…
8 years ago
Hopes and fears for 2017
James Faulkner interviews Chris Darbyshire, Chief Investment Officer at Seven Investment Management. James Faulkner: Hi Chris. Thanks for taking the…
8 years ago
Oil majors consider their future
A vertebra in the spinal column of the world economy is causing pain. As I write the price of Brent…
8 years ago
There is too much optimism in oil markets
While acknowledging the ‘Trump pump’ to the oil industry, I have always been sceptical about the long-term prospects for the…
8 years ago
Warning: Central banks to launch digital currencies…
The Illuminati are plotting… One of the themes I have returned to again and again over the last eighteen months…
8 years ago