Sitemap - 2024 - Capital Flows and Asset Markets
WHAT IS MY SUBCONSCIOUS TRYING TO ME?
WHAT IF PRIVATE EQUITISATION IS NOT CYCLICAL?
WHAT MAKES A COUNTRY MORE SOCIALIST?
WILL THE REAL FAST FOOD TREND PLEASE STAND UP?
YOU CAN'T HANDLE THE TRUTH - PART II
PRECIOUS METALS - WHY IS ONLY GOLD ACTING PRECIOUS
APARTMENTS REITS AND BLACKSTONE
WHAT GOLD, REAL RATES AND GOLD MINERS ARE ALL TELLING YOU
IS LONG YEN THE NEW WIDOWMAKER?
PRO-LABOUR SHIFT WITHIN A GRAND UNIFYING THEORY
WHAT GATTACA TAUGHT ME ABOUT LIFE
TRUMP OR BIDEN? DOESN'T MATTER - THE POLITICS IS THE SAME
IS IT TIME TO LAUNCH THE SHORT FUND?
ONLY THE US CAN DESTROY THE US DOLLAR
IS CHINA TURNING COMMUNIST, OR IS JUST TRYING TO ESCAPE US INFLUENCE?
FEBRUARY NEWSLETTER AND REVIEW
WHAT IS THE TRUE MEANING OF CENTRAL BANK INDEPENDENCE?
COMMODITIES, BUFFETT AND THE BOJ
THOUGHTS ON THE BOJ - AND WHAT THAT MEANS FOR MY INVESTMENT STRATEGY
IS JAPAN THAT IMPORTANT? PART TWO
IS JAPAN REALLY THAT IMPORTANT?
CAN WE ONLY GET A BEAR MARKET WHEN THE BOJ ENDS QE?
WHY ARE STRONG STOCK MARKETS POLITICALLY UNPOPULAR?
IF SEMIS ARE THE NEW OIL, HOW HIGH COULD THEY GO?
WHAT'S GOING ON WITH FINANCE UNEMPLOYMENT?
WHAT'S GOING ON WITH INFLATION?
WHAT'S GOING ON WITH FOOD INFLATION?
UH OH... HAVE I BECOME THE NEW DENNIS GARTMAN/FRED HICKEY?
DO WE NEED A "PRO-LABOUR/COLD WAR" MODEL?
SHOULD OLD FUND MANAGERS COME OUT OF REITREMENT?
AUSTRALIA AND THE PRO-LABOUR TRADE
A CONSPIRACY THEORY FOR JAPAN’S LOST DECADES
THE BUSINESS STRATEGY IS THE INVESTMENT STRATEGY