Sunday, December 30, 2018

29/12/18: It pains me to no end to see America being reduced to this...

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I am not a psychologist or psychiatrist. I am not even a sociologist. So my comments below are based simply on my observations as a human ...
Saturday, December 29, 2018

29/12/18: Vultures, Prime Ministers and the Mud of 'Values' in Newtonian Finance

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In a recent conversation with the Irish Times ( https://www.irishtimes.com/news/politics/leo-varadkar-defends-vulture-funds-and-criticises...
Friday, December 28, 2018

28/12/18: BTCD is neither a hedge nor a safe haven for stocks

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A quick - and dirty - run through the argument that Bitcoin serves as a hedge or a safe haven for stocks. This argument has been popular i...

27/12/18: Mr. Draghi's Santa: Ending QE, Frankfurt Style

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It's Christmas time, and - Merry / Happy Christmas to all reading the blog - Mr. Draghi is intent on delivering a handful of new prese...
Saturday, December 22, 2018

22/12/18: Millennials and Buffetts: It’s a VUCA Investment World

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My August 2018 Economic Outlook  for Manning Financial: What unites Warren Buffett, Apple and the financially distressed generation of t...

22/12/18: Chile on course for a higher credit rating

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My recent comment on improving credit conditions in the case of Chile via Euromoney: https://www.euromoney.com/article/b1by3mb0pskp43/chil...
Wednesday, December 19, 2018

19/12/18: Assets with Negative Returns: 1901-present

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Highlighting the evidence presented in the earlier-linked article, here is the chart based on data from the Deutsche Bank Research team, s...

19/12/18: From Goldilocks to Humpty-Dumpty Markets

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As noted in the post above, I am covering the recent volatility and uncertainty in the financial markets for the Sunday Business Post  :  ...

19/12/18: Debt-Debt-Baby: BBB-rated & lower 'bump'

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Gradual deterioration in the quality of corporate debt traded in the markets has been quite spectacular over 2018: The above chart sho...

19/12/18: Ten Years of True Economics

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Just a quick note to say that yesterday, True Economics  celebrated its tenth anniversary.  It has been a long walk without a destination....

19/12/18: Schroders' Lloyds deal signals more bank-asset manager tie-ups

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My comment on consolidation in asset management industry and the Schroders' Lloyds deal via S&P Global Market Intelligence :  http...
Saturday, December 8, 2018

8/12/18: Back to the 1950s: Tracing Out 25 Years of the Credit Bubble

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While the current cycle of declining interest rates has been running for at least 25 years, the most recent iteration of the period has be...