Issue 132:2017 12 07:Exit Goldilocks – pursued by a bear (Frank O’Nomics)

07 December 2017 Exit Goldilocks – pursued by a bear Equity markets are dangerously high and ripe for a correction. by Frank O’Nomics For global equity investors this really has been the best of times.  Inflation in the UK has picked up, but globally remains modest and it has been considerably outstripped by equity returns. … Continue reading Issue 132:2017 12 07:Exit Goldilocks – pursued by a bear (Frank O’Nomics)

Issue 75:2016 10 13:Week In Brief BUSINESS AND THE CITY

13 October 2016 Week In Brief: BUSINESS AND THE CITY THE BIG PUSH:  There is a touch of the First World War artillery barrage in the European Central Bank’s decision to extend its quantitative easing programme beyond March if inflation does not move towards the 2% target.  It doesn’t seem to be working, but what… Continue reading Issue 75:2016 10 13:Week In Brief BUSINESS AND THE CITY

Issue 57: 2016 06 09: Follow the money (Frank O’Nomics)

09 June 2016 Follow the money by Frank O’Nomics This year hasn’t really been that bad, at least so far, from an investment point of view.  Despite a very difficult start, most asset classes have shown positive returns, some of which have been very healthy.  This has been a very pleasant surprise but, as we… Continue reading Issue 57: 2016 06 09: Follow the money (Frank O’Nomics)

Issue 10: 2015 07 09: Mr Tsipras’s Tactics

09 July 2015 Mr Tsipras’s Tactics by John Watson Old hands at litigation will tell you that if you are stuck for a strategy you can do worse than to imagine yourself in the other side’s position, work out what it is that they would like you to do least and then do it. It… Continue reading Issue 10: 2015 07 09: Mr Tsipras’s Tactics

Issue 2: 2015 05 07: Pietersen- shades of Achilles

14 May 2015 Pietersen- shades of Achilles by John Watson As far as I know, Achilles was not much of a cricketer so perhaps it is odd that you will find things in common between his life and the career of Kevin Pietersen. We all know about Pietersen, of course, but for those whose copy… Continue reading Issue 2: 2015 05 07: Pietersen- shades of Achilles

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