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

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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The Prospects For Emerging And Frontier Markets In The Post-Covid Environment
The Covid pandemic has accelerated several economic trends.
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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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