
Pump it up, Uncle Sam!
The US economy does not look in serious need of stimulus. Unemployment stands at just 4.1%. Wages are rising albeit slowly and in...

Are rising yields a reason to panic?
US government bonds have been under pressure since the beginning of the year. The 10-year Treasury yield has risen to 2.62%. Since then,...

The Bulls & The Three Red Flags
What is in store for Economies and Markets in 2018? Around this time of year, many analysts and fund managers are giving their views. The...

Goldilocks for Thanksgiving
As the US sits down to enjoy a long week-end filled with turkey, stuffing and sweet potatoes, we take this opportunity to sit back and...

To Buy or Sell....
Have Investors Become Irrationally Exuberant?
That is the biggest question hanging over global financial markets. Despite tumultuous politics across much of the rich world, share...

Technology 20 Years On.....
The Investment Case for Speed Twenty years ago, Bill Clinton was president, Tony Blair and Vladimir Putin were new leaders and tweeting...

The Garden of the Future - What is your plan?
What Gardening and Your Wealth Have in Common An effective way to learn a complicated industry is to find parallels between it and other...

Who will Trump in 2017,
Goldilocks or The Bears?
The stock market rally is in its 8th year and with the election of Donald Trump markets added yet another phase to the rally. Does this...

Happy Birthday Bulls!
This bull market has been raging for 8 years and it has been the least loved, the most questioned and the most doubted bull market we can...

Market Special February 2017: The Story of Humpty Dumpty of Taxes and A Wall
Since Donald Trump won America’s presidential election investors have been excited over the prospect of lower taxes. Mr Trump has...