US autos/housing worsen
9th November 2007 by

1 in every 196 US households was in receipt of a foreclosure filing at the end of September, accordi...

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TOTAL’s new CEO warns on oil supplies
7th November 2007 by

Christophe de Margerie, the new TOTAL CEO, has burst the bubble of complacency that has surrounded d...

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Supermodels prefer euros
6th November 2007 by

Gisele Bundchen, the world’s richest supermodel, has joined the list of those who refuse to be pai...

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Subprime claims its first casualties
5th November 2007 by

Back at the end of August, I suggested that we had only reached the end of Phase1 of the credit crun...

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3 key questions for any Board
1st November 2007 by

What are the key questions that need to be asked when discussing any budget or strategy proposal? I ...

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Pricing power – ING’s concerns
30th October 2007 by

Since posting yesterday, oil prices have moved further ahead, with WTI closing at $93.53. I have als...

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Inflation makes a comeback
29th October 2007 by

Oil prices last week rose to an all-time, inflation-adjusted, high in New York at over $92/bbl. Mean...

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4 risks from the credit crisis
26th October 2007 by

The Bank of England correctly predicted in April this year that the risks associated with US subprim...

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Private Equity and the credit crunch
24th October 2007 by

I recently had the opportunity to attend a workshop organised by Pilko & Associates with leadin...

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Budgeting for a downturn
22nd October 2007 by

The ‘consensus forecast’ for 2008 is very optimistic, as I commented in my post-EPCA note. It sa...

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