Chinese Property and US Manufacturing, what does it mean for 2008? There are times when you get caught by surprise, there are times when you get dazzled by the headlights but you know something is comin... Continue reading
Vice Funds, because hard markets are thirsty work Vice funds: These are funds that invest in Alcohol, Tobacco, Arms/Military supplies, and Gambling. Basically they go for everything tha... Continue reading
Stagflation 2008, what’s the good thing about recessions? 2008 looks like a year where we will (we being the EU, USA, and likely Asia) will face a recession, in America the fears are even a lit... Continue reading
China may start to listen. I haven’t take my hat off to Steven Spielberg since E.T., and that’s not just because I don’t wear a hat any more. I officially put one... Continue reading
Sovereign Wealth Funds to the Rescue Sovereign Wealth Funds were a topic of this blog last year and they are coming to general attention again. A Sovereign Wealth Fund or S... Continue reading
The Second Line of Dominoes. 2007 saw virtually every financial sector face decline. My own holding in Irish Lifes ‘BankScope’ took a pounding worthy of the nationa... Continue reading
China might have the muscle but where are the brains? I wrote about inflation in china before and how it might affect their economic growth, in fact it may prove to be their economic Achill... Continue reading
Arabs making headway with equality. Not long ago I had a proper rant about the state of Arab nations because I read how a woman in Saudi Arabia was raped and her attackers... Continue reading
Geopolitical risk and the terror in your pocket One thing you will hear more about this year is ‘geo-political risk’ and it spans many sectors and countries. One example that instantl... Continue reading
Mother Nature isn’t joking around… Yesterday I made a fairly bold statement stating that I believed we are on the cusp of a recession. Today I am going to point out some ... Continue reading