What a wonderful world…Spicer, Trump and Cheerleaders

There were two press moments last week that summed up the craziness of the world we live in right now, both as you would expect coming from the United States.

BREXIT – “Staying friends” after a breakup

The risk of BREXIT – Britain exiting the European Union (EU) – looms large with the upcoming referendum on Britain’s membership of the EU, on June 23rd. Can Britain break European hearts while at the same time staying friends? And more importantly can Europe…

Society: Thoughts from the Week

Give thanks to our consumer society…. The major US equity indices were relatively flat in what was a holiday shortened trading week in US markets, with Americans ‘giving thanks’ on Thursday before splurging in the madness that is the Black Friday frenzy. There is…

The Chinese, a great bunch of lads!

British Prime Minister, David Cameron, did his best to woo the Chinese President, Xi Jinping, last week on his state visit to the United Kingdom. The Chinese President was treated to pints of ale, fish and chips, and a tour of Manchester City’s football…

Thoughts from Cambodia

On my recent trip to Cambodia I found myself thinking a lot about this notion of “capitalism” and “communism”, on many levels. After all it is a divide that has been behind much of the bloodshed of the 20th century. Viewed as alternative economic…

What have the British ever done for us?

As the Scottish vote on Independence fast approaches I can’t help but be reminded by the famous “what have the Romans ever done for us” scene in Monty Python’s Life of Brian when Reg (John Cleese), leader of the “People’s Front of Judea”, tries…

Geopolitical Situation Worsens

The Malaysian Airlines tragedy has reminded everyone of the conflict in the Ukraine while the situation in the Middle East is a complete mess. Aside from the massive loss of life, the most concerning aspect from an economic and market perspective is that the…

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