For the past six months, they’ve given us a spiel about inflation. But that was only Act 1 of the Merchants of Monetary Menace. And now it’s time for Act 2, with the same theatrics over the coming recession.
My article “When soaring profits are a bad sign for stocks” triggered plenty of reader mail. I asked whether underinvestment in the future was leading…
The reader mailbox is overflowing with some cracking commentary from… none other than yourselves. There were emails about inflation, discussion of stagflation, commentary on a…
Yesterday, I asked you simple question: is it possible to bring down double-digit inflation with 3% interest rates? It would have sounded like an absurd…
Does your investment strategy include the prospect of monetary policymakers getting things completely wrong? Well, it should, according to Nigel Farage. Because they consistently do.…
For decades now, economists have warned about the impending demographic time bomb of an ageing society. It’s a prognosis that caught on shortly after they…
If it takes a decade to create a mine, how do supply and demand for commodities find an equilibrium? Badly. The commodities supercycle is driven by the mismatch.
Back in 2018, I predicted a meltdown in the stockmarket over Italian elections. I called the prediction Bloody October. And the selloff which began in…
Back in 2018, I predicted a meltdown in the stockmarket over Italian elections. I called the prediction Bloody October. And the selloff which began in earnest at the end of September delivered the worst year for stocks since 2008.
There’s no other way to describe it anymore. Governments around the world are engaging in a long campaign of deliberate economic self-sabotage. And we’re paying…