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 ... more

ALL CONTRIBUTIONS

Uncertainty And The Countdown To The US Presidential Elections
During the next year, markets will continue to gyrate erratically, driven by the politics of European budgets, Brexit and the Sino-US trade war.
Read
Chinese Currency Manipulation – Trump’s Petard
The Chinese Yuan will weaken if Trump pushes for higher tariffs.
Read
Low Yield, No Yield, Negative Yield – Buy Now But Don’t Forget To Sell
The amount of negative-yielding fixed securities has hit a new record.
Read
Interest Rates, Global Value Chains And Bank Reserve Requirements
Despite low interest rates, financial costs remain too high.
Read
Gold – Is It All That Glistens?
Uncertainty about US trade policy has truncated the rally in stocks; a collapse in the US$ is needed for gold to rally substantially.
Read
EC Trade Wars, The Prospects For Freer Trade And The Impact On Asset Prices
Has the era of freer trade ended? Will asset prices suffer?
Read

STOCKS I FOLLOW

TWEETS

PERSONAL BLOG

Latest Posts
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

Work Experience

Education

Publications