Recent Posts

  • Greenspan and The Age Of Ignorance | Fri 07 Sep 2018

    Topic: Market commentary

    In coming days much will be written about 2008, what went wrong and who is to blame. Bankers will be blamed by most. Greedy bankers? It’s a bit like blaming a rabid dog for biting you. The base instincts of bankers are a constant through history. The real blame lays fairly at the door of the variable actors in this tragedy – the central banks, particularly Alan Greenspan. It is not clear that we are now in a better place, on the contrary. [read more]

  • Twists And Turns | Thu 30 Aug 2018

    Topic: Market commentary

    No, not a new dance. With the 10th anniversary of the 2018 crash just ahead, the Great Financial Crisis, I would like to build a picture of where we are today. This will be over a small number of blogs and today focusses on the anatomy of a bull market, and the twists and turns along the way. [read more]


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