Economic risks rise as the lockdowns end
14th June 2020 by

It is now 13 years since I wrote the first post here, in June 2007. A lot has happened since then: ...

Read
China’s property sector is at the epicentre of the crisis
29th March 2020 by

A branch of Centaline Property Agency in Hong Kong © Bloomberg Indebted Chinese property developers...

Read
“They may ring their bells now, before long they will be wringing their hands”
15th March 2020 by

The wisdom of Sir Robert Walpole, the UK’s first premier, seems the only possible response to ...

Read
Will stock markets see a Minsky Moment in 2020?
5th January 2020 by

Few investors now remember the days when price discovery was thought to be the key role of stock mar...

Read
Chart of the Decade – the Fed’s support for the S&P 500 will end with a debt crisis
22nd December 2019 by

Each year, there has been only one possible candidate for Chart of the Year.  Last year it was the ...

Read
$50bn hole appears in New York financial markets – Fed is “looking into it”
29th September 2019 by

Most people would quickly notice if $50 went missing from their purse or wallet. They would certainl...

Read
China’s renminbi and the global ring of fire
1st September 2019 by

China’s property bubble puts it at the epicentre of the ring of fire © Reuters  China’s de...

Read
Stock markets risk Wile E. Coyote fall despite Powell’s rush to support the S&P 500
6th January 2019 by

How can companies and investors avoid losing money as the global economy goes into a China-led reces...

Read
Why everyone ignored my warnings ahead of the financial crisis
16th September 2018 by

It’s 10 years since my forecast of a global financial crisis came true, as Lehman Brothers col...

Read
High-flying “story stocks” hit air pockets as credit finally tightens
29th July 2018 by

“Nobody could ever have seen this coming” is the normal comment after sudden share price...

Read
Jump to page: