Profiting from the “Great Rotation”

Investment markets suffer frequent bouts of bubbles and busts. But spotting them in advance is no easy task. However, once they’re in place, they’re relatively…

The Euro Breakup Probability Calculator

[The following segment about the creation of the euro was first published in the Amphora Report. You can read the full article here.] Although my…

The euro is a source of European conflict, not a solution to it

There were plenty of warnings. It was clear that the euro was inherently flawed. And we also knew how the problems would manifest themselves too.…