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...

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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...

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

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

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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...

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Investors fear Fed’s outdated theories have hit sell-by date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 ...

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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...

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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...

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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...

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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...

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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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