Recession Risk: Part 1 – Murmurs Growing Louder
Talk of the possibility of a recession is growing louder in the financial press. We’ll be using this…
China’s strategy damages its economy… But also creates an investment opportunity
Beijing’s extreme attempts to control recent Covid outbreaks is undoubtedly having a negative effect on the Chinese economy.…
Yield Curve Inversion: What Does It Mean, And Should Investors Be Worried?
This week we are getting technical, but bear with us. It’s important! A cautious consensus seems to have emerged…
Hot inflation, higher interest rates, and what it means for investors
Volatility declined last week, although it remains above its long-term average, as the market digested the first monetary…
Waking the sleeping giant
Despite the understandably negative takes on the strategic and economic situation in Ukraine by most commentators, this is…
Necessity is the mother of invention
Underlying forces of transformation in technology, societies, and economies, can sometimes be dramatically accelerated by unexpected events. Both World…
Weeks Where Decades Happen
There are decades where nothing happens, and there are weeks where decades happen. We are certainly now living…
Why did stocks go up after the Ukraine invasion?
Last week, we wrote that even a worst-case scenario between Russia and Ukraine (a full-scale invasion) was unlikely…
Should Investors be Worried About War in Ukraine?
At the time of writing (Friday 18th February) Russian military forces appear to be on the verge of invading…
Inflation comes in hotter than expected
The major news last week was the release of US Consumer Price Inflation (CPI) data for January. The…