Economics & Markets

Has the sell-off run its course?

Investing is not another science. It is not physics where actions can cause pre-determinable reactions. Some people would like to…

Preparing for Recession in Switzerland

Switzerland is a great example of how it doesn’t matter all that much whether a country is a member of…

The ECB Risks Busting European Banks

While some are anxiously waiting for an expansion of the current European QE programme, others are praying for that not…

All the King’s Horses

THE TRADITIONAL MACRO ECONOMIC MODELS OF THE WEST ARE SPLUTTERING. CAN ALL THE KING’S HORSES AND ALL THE KING’S MEN…

Mellon on the Markets

My birthday lunch in Brussels last month was a jolly affair, with 21 people attending, including the editor of Master…

Commodity prices are in the hands of central banks and China

As seen in the February edition of Master Investor Magazine. Past mistakes guide future pain The rampant decline in commodity…

A cash ban is on its way in Europe

The European Union is considering the possibility of banning €500 banknotes in a move to fight corruption, fraud, and even…

What is the relationship between oil and equities?

The correlation between oil prices and equity prices has always been shrouded in mysticism, with no one being able to…

Why I don’t think we’re heading for a re-run of 2008-09

The return of Banking fears! The news that the mighty Deutsche Bank is under suspicion takes us back to the…

QE’s benefits are fading… quickly

Risk and volatility are increasing rapidly, as investors reassess whether more easing is really a good thing or just the…