Investment Writer - Presenter
Contributor's Links: In the Long Run
I have been following the ebb and flow of financial markets for more than 30 years. I have worked for brokers and asset managers in commodities, money markets, capital markets, equities and foreign exchange. My interests My interests include, but are not confined too, ...more

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Inflationary Inflection Point Or Temporary Blip?
During the last three months inflation has become a much debated topic. This article, which was published in March, may still add something to the increasingly heated debate.
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First In, First Out – China As A Leading Indicator
China was the first country to recover from the COVID-19 pandemic. The PBoC began tightening monetary conditions in May 2020. Chinese housing and stocks remain strong despite the official policy.
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A Review Of Stock Market Valuations - Part 2
Shorter-term indicators suggest the markets have run ahead of fundamentals.
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A Review Of Stock Market Valuations
As global stock markets continue to rise, commentators talk of a bubble.
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US Stocks In 2020 And The Prospects For 2021
The US stock market is making all-time highs. It has been a torrid year. The 35% shakeout in the S&P 500, seen in March, turned out to be the best buying opportunity in several years.
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Relax, Rotate, Reflate
With US elections over and a vaccine in sight, financial market uncertainty has declined.
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Protectionism - Which Countries Have Room For Fiscal Expansion
As globalisation goes into reverse, fiscal policy will take the strain Countries with government debt to GDP ratios <70% represent >45% of global GDP Fiscal expansion by less indebted countries could increase total debt by at least $3.48trln

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