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
One prediction you don’t want to hear for 2008 I want to make a quick prediction for 2008. It will be (contrary to what everybody else in this industry says) that the property market... Continue reading
Fed and ECB rates: What comes next? It looks like the ECB will keep its rates where they are, the Fed is likely to cut their rates. I made a prediction that the US rates w... Continue reading
Expect more inflation as Oil Reaches $100 Inflation... commodities bull run is not finished by a long shot! the upsurge in prices of the basic things that we all need is going t... Continue reading