Monthly Archives: December 2016

Available in February this new book is a must read.  Misguided thinking and policies have caused so much harm.  There can be no recovery, unless we admit, repent and reform our banking system. An insider’s unflinching expose of the toxic … Continue reading →

“China’s balancing act isn’t getting any easier. Policy makers are grappling with how to attack excessive borrowing and rein in soaring property prices while maintaining rapid growth. They’re also battling yuan depreciation and capital outflow pressures as U.S. interest rates … Continue reading →

The ‘Trumplosion’ in US stocks since the US election has been truly death-defying, with equity valuations now pushed to the most extreme, dangerous and historically fleeting levels ever (see pink areas below since 1900). The party has only been in … Continue reading →