Profit from the property slump? An interesting interview on property prices (granted this is on the Asian market), on one hand there is Chris Dillon who is well versed... Continue reading
Treasury outlook, what to expect on the bond market Charles Diebel of Nomura Internation on his outlook on the treasuries. There has been talk for some time of a treasury bond bubble form... Continue reading
Save the best until last. Bank recapitalisation is looking more likely for several Irish players, however, an important precedent must be observed - we saved the... Continue reading
Great Depression? No, not this time. Steven Leuthold of the 'Grizzly Short Fund' talks about the economy, and why we are not headed back to a depression, far from it, in S... Continue reading
Rock bottom, when you reach it, you won’t know it Capitulation, the point in the market cycle of emotions when right before despondency. Despondency is actually the point of the opportu... Continue reading
Valuations in property are currently meaningless Free markets, or indeed markets in general, have a tendency to set prices, not through control, not by one person holding up a placard ... Continue reading
MV=PT, quantitative easy in the UK, will it work? The equation at the heart of prices, the 'Quantity theory of money', centuries old but redeveloped by the likes of Irving Fisher, Ludwi... Continue reading
Regulatory distortion of the market, intervention required. The Financial Regulator has been under increased scrutiny and for that reason it is probably a good idea if they take steps to ensure a... Continue reading
Rent to Buy, why? I had dinner in early 2008 with a man who was a retired builder, he told me about the way he used to do business back in the 70's, and ... Continue reading
The day we all became state tenents It may be beyond bearing to think about what I am about to describe, but there is a possibility of everybody becoming a state tenant. ... Continue reading