The average smartphone now has “more computing power than the computers used during the Apollo era to put the first men on the moon.“ The question facing all of us, is “How will this power be used to disrupt our current business? We can already see some of the early impacts from the transformation taking place: □ Most […]
Chemicals and the Economy
Investors panic in “search for yield” as interest rates go negative
Its been a great few months for financial markets. All the major markets have seen gains, as the chart shows – something that has happened only once before, since my half-yearly reviews began in March 2009: □ Long-term US Treasury bonds have gained, as long-term interest rates have been falling □ The 30-year bond […]
Aging Boomers to play key role in US Presidential election, as policy failures lead to a Great Reckoning
Today is the Labor Day holiday in the USA, and the traditional start of the Presidential election campaign. For 2 years, the candidates have been rushing around the country in pursuit of money, endorsements and primary election wins. Now they enter the final stage, when they can finally focus on winning the Presidency itself. The […]
If “Brexit means Brexit”, what does Brexit mean?
The summer is over, and the UK government now has the job of deciding its objectives for the Brexit negotiations. These, like all major negotiations, will no doubt be long and difficult. They will also inevitably create major uncertainty for companies, investors and individuals as they progress. I have personally led major negotiations in a […]
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