A Different Perspective
Asking the Right Questions
Weekly Market Recap: February 9th 2015
Global equity markets moved higher last week despite mixed economic data and little sign that the Greek situation will be resolved in a straightforward way. Read More
Riding the volatility of the market on the back of QE
Article appeared in Sunday Business Post, February 8th 2015.
In the long term, we’re all dead, said Keynes – and your approach to risk depends on your point of view
So far in 2015 the financial markets can aptly be characterised by increased volatility, both in terms of the average level of volatility and the greater frequency of higher volatility. Read More
Weekly Market Recap: February 2nd 2015
Global equity markets closed in the red last week and bond yields continued to move lower as US economic data disappointed, Eurozone inflation fell further and the Greeks added to a general feeling of uncertainty on the outlook for the Eurozone. Read More
My First Choice 11; Recommended Books For 2015.
“Live as if you were to die tomorrow. Learn as if you were to live forever.” – Mahatma Gandhi
January is already behind us and newly formed resolutions are a distant memory for some, the “fresh start” motivation that comes with the dawn of a new year has begun to fade. Not to fear, for those in search of some inspiration I have put together a reading list that I guarantee will rejuvenate your desire for personal development. Read More
The consumption economy: take on more debt!
The Greek vote does raise a wider issue at the heart of the weak global economy, too much debt! Read More
Weekly Market Recap: January 26th 2015
Market Recap
Global equity markets rallied strongly last week after Mario Draghi finally gave them what they wanted, an asset purchase plan that will encompass the purchase of sovereign government bonds. Read More
Mario Draghi: confidence or arrogance with ECB efforts?
While Mario Draghi had equity markets salivating last week, the Germans will be wincing in the knowledge that their monetary policy is now firmly in the hands of the money printing Italian, Read More
Liverpool & Tesco Plc revisited: a dead cat bounce?
On December 15th, I wrote a piece on the hope I shared, as a Liverpool FC fan, with Tesco investors, the hope that we had finally hit rock bottom. Since then the fortunes of both organisations have improved dramatically; Read More
All eyes on Mario Draghi and his QE announcement
While Mario Draghi has argued for years that Europe is not turning Japanese, in terms of a deflationary spiral, the performance of European government bonds would suggest that the battle is being lost against deflation. Read More
Two important lessons from the SNB decision
“Words fail me” Nick Hayek, CEO of Swatch
The real story from last week was the surprise announcement from the Swiss National Bank (SNB) to abandon their currency peg with the Euro, Read More
