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

Debasing The Baseless – Modern Monetary Theory
MMT is too radical to be adopted in full but the allure of fiscal expansion is great.
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Global Real Estate – Has The Tide Begun To Recede?
Despite the fourth quarter shakeout in stocks, real-estate values keep rising.
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China In Transition - From Manufacturer To Consumer
China is evolving from a current account surplus to deficit country.
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Capital Flows – Is A Reckoning Nigh?
Borrowing in Euros continues to rise even as the rate of US borrowing slows.
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Central Bank Balance Sheet Reductions – Will Anyone Follow The Fed?
The next wave of QE will be different, credit spreads will be controlled.
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Sustainable Government Debt – An Old Idea Refreshed
Pension fund return expectations for bonds and stocks need to be revised lower.
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STOCKS I FOLLOW

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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

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