Chart of the Year – CAPE Index signals negative S&P 500 returns to 2030
20th December 2020 by

Each year, it seems there is only one candidate for Chart of the Year. And 2020 is no exception. It ...

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US chemical companies face ‘wake-up call’ as Biden focuses on the Climate Change agenda
13th December 2020 by

I worked for many years at a world-leading chemical company, ICI. But sadly, it lost its way as seni...

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Paradigm shifts create Winners and Losers
20th October 2019 by

MY ANNUAL BUDGET OUTLOOK WILL BE PUBLISHED NEXT WEEK Next week, I will publish my annual Budget Outl...

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Chemical output signals trouble for global economy
4th November 2018 by

A petrochemical plant on the outskirts of Shanghai. Chinese chemical industry production has been ne...

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Budgeting for the end of “Business as Usual”
28th October 2018 by

Companies and investors are starting to finalise their plans for the coming year.  Many are assumin...

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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...

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China’s lending bubble is history
27th May 2018 by

As China’s shadow banking is reined in, the impact on the global economy is already clear, as ...

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Chart of the Year: Bitcoin, the logical end for stimulus policies
18th December 2017 by

Last year it was the near-doubling in US 10-year interest rates.  In 2015, it was the oil price fal...

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China’s lending bubble sees Beijing home prices jump 63%
17th April 2017 by

Greed and fear are the primary emotions driving China’s housing and auto markets today, as Chi...

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US watchdog warns on today’s “quicksilver markets”
23rd March 2015 by

What could go wrong in today’s financial world?  Many stock markets in the West are hitting...

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