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Re-Engaging Iran – As China Dis-Engages
Over the last couple of decades China has been in ascendance, while from the West’s perspective, Iran has declined.
Nov 29, 20136 min read


Year End Global Economic Report – Running Out of Runway (PART 3 - Europe & India) (#48)
In our view, Europe is in deep economic and political trouble at this time. Many of its members are teetering on the edge of economic
Nov 17, 20134 min read


Year End Global Economic Report – Running Out of Runway (PART 2 - America & China) (#47)
The American economy is still the most powerful economy in the World, even in its current weakened state.
Nov 16, 20137 min read


Year End Global Economic Report – Running Out of Runway (PART 1) (#46)
For the last five years the Federal Reserve has given it all, going to extraordinary lengths to try and lift the damaged U.S. economy
Nov 15, 201310 min read


Extremism Doesn’t Pay – Not Even in America (#44)
current crop of the American Republican Party leadership have revelled in their extremism indulged in irresponsible and irrational behaviour
Oct 28, 20138 min read


The Two Pit Bulls – And The Bone (#41)
While the two global ‘powers’ (the ‘Pit Bulls’) sparred, Bashar al-Assad and his regime won a short term reprieve, but Syria (the ‘Bone’)
Sep 15, 20136 min read


To Strike OR Not To Strike – That Is The Question (#40)
America (President Obama) drew a line in the sand regarding the use of chemical weapons, and apparently that line was crossed.
Sep 6, 20134 min read


In A Gathering Global Storm – India Falters First (#39)
India and Indians seem to have a particular knack for doing themselves grievous harm perpetually, through internally generated dysfunction
Aug 27, 20133 min read


The Unravelling of India – More Than Just Economics (#38)
o a degree all emerging countries have similar issues negatively impacting them, issues of across-the-board corruption, ineptness and self-
Aug 24, 20137 min read


Torrents of Liquidity – Building a Tsunami (#37)
So let us ignore the surface noise, and look deeper into the underlying realities of the major economies to discern the real trends
Aug 15, 201314 min read


Federal Reserve Backs Down – Stock Markets Jump! & Then Flinch (#35)
Upon being reassured by the most powerful Central Banker, that the party isn’t going to be over anytime soon, the markets jumped
Jul 13, 20133 min read


Current Asset Markets & Economies – The Inversion of Fundamentals (#34)
Fundamentally asset markets are supposed to reflect the underlying strength of the national economies.
Jul 9, 20135 min read
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