You’ve seen the Great Unwinding; get ready for the Great Reckoning
31st August 2016 by

Companies and investors now need to prepare for the Great Reckoning, as I describe in my latest post...

Pensions crisis finally becomes a mainstream issue
26th August 2016 by

It has been 5 years since we first warned of a looming pensions crisis in Boom, Gloom and the New No...

Suspense rises as Great Unwinding becomes the Great Reckoning
22nd August 2016 by

“There is a distinct difference between “suspense” and “surprise.”  Alfre...

Bank of England’s new stimulus policy creates bankruptcy risk for corporate pension funds
12th August 2016 by

The Western BabyBoomers (born between 1946-70), have been one of the luckiest generations in history...

Investors fear Fed’s outdated theories have hit sell-by date
6th June 2016 by

These are difficult times for companies and investors.  It is becoming more and more apparent that ...

Central banks head for currency wars as growth policies fail
2nd May 2016 by

The world’s central bankers would have been sacked long ago if they were CEOs running companie...

Chemicals, the “flea on the tail of the currency/interest rate dog”
25th April 2016 by

Markets are becoming increasingly chaotic, as the world’s major central banks each try to deva...

Global GDP saw record fall in 2015 – new IMF data
20th April 2016 by

New data from the International Monetary Fund confirms that last year’s collapse in global GDP...

Oil market rally under threat as Doha meeting fails to agree
18th April 2016 by

Yesterday’s failure of the Doha oil producers meeting will hopefully reintroduce a note of san...

US Federal Reserve aims to devalue the dollar, again
8th April 2016 by

What we “assume” can make an “ass of u and me“, as the proverb says.  And t...

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