“When all the experts and forecasts agree — something else is going to happen”, Bob Farrell
20th June 2021 by

In January, “everyone knew” that inflation was about to take off, and that the US$ was g...

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Rising US interest rates, US$ and oil prices set to pressure financial markets
7th March 2021 by

Everyone who has ever played the Beer Distribution Game on a training course knows what is happening...

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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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London house prices edge closer to a tumble
21st July 2019 by

After the excitement of Wimbledon tennis and a cricket World Cup final, Londoners were back to their...

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Uber’s $91bn IPO marks the top for today’s debt-fuelled stock markets
28th April 2019 by

Uber’s IPO next month is set to effectively “ring the bell” at the top of the post...

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The BoE’s pre-emptive strike is not without risk
12th February 2019 by

The Financial Times has kindly printed my letter below, arguing that it seems the default answer to ...

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Fed’s magic money tree hopes to overcome smartphone sales downturn and global recession risk
3rd February 2019 by

Last November, I wrote one of my “most-read posts”, titled Global smartphone recession ...

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“What could possibly go wrong?”
21st October 2018 by

I well remember the questions a year ago, after I published my annual Budget Outlook, ‘Budgeti...

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Boomer SuperCycle unique in human history – Deutsche Bank
30th September 2018 by

“The 1950-2000 period is like no other in human or financial history in terms of population growth...

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London house prices slip as supply/demand balances change
22nd July 2018 by

London house prices are “falling at the fastest rate in almost a decade” according to m...

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