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 ...

OPEC set to lose out as Biden, EU and China focus on Climate Change opportunities
6th December 2020 by

OPEC used to dominate global oil markets. In the early 1980s, there was even talk of another OPEC ca...

Oil prices signal potential end to the V-shaped recovery myth
26th July 2020 by

Oil prices have moved into another ‘flag shape’ – which previously provided critic...

Bankruptcies now the key risk as hopes for V-shaped recovery disappear
19th July 2020 by

Governments, financial markets and central banks all originally assumed the Covid-19 pandemic would ...

World moves from Denial to Anger, as the Paradigm of Loss moves forward
7th June 2020 by

I have been warning about the Covid-19 risk since early February, and in April suggested here that: ...

Hertz goes bankrupt as non-essential consumer demand disappears
24th May 2020 by

The US Federal Reserve has now spent $7tn bailing out Wall Street. But it couldn’t save the 10...

Debt, deflation, demographics and Brexit set to challenge London house prices
17th May 2020 by

London property websites haven’t used the word “reduced” for many years. But it...

The bill for two decades of doomed stimulus measures is due
3rd May 2020 by

The Financial Times kindly made my letter on the risks now associated with central bank stimulus the...

Financial markets enter their Convulsion phase
19th April 2020 by

Many companies and investors are still comparing today’s downturn to the 9-month hiccups seen afte...

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...

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