, November 26, 2024
April 23, 2021
The EU Recovery Fund is getting closer, thanks in part to a decision by a German Court not to block the plan. Does this mean that at last, the EU is getting to grips with the real issues needed to save the euro?...
April 22, 2021
The value of the US New York Stock Exchange now exceeds US GDP, possibly for the first time in history, while the London Stock Exchange exceeds UK GDP. But current stock market valuations do not suggest a similarity with 1929....
April 21, 2021
The western world’s economic recovery post-Covid, will be PLEB — productivity led economic boom. Growth will be at its highest level in decades, productivity will soar, inflation will be modest and emerging markets will do even better....
April 21, 2021
There are bubbles everywhere; from Bitcoin to Tesla from WeWork to Startup culture, the global economy is riddled with bubbles, or so I hear. Cathy Wood and Ark Invest are the chief bubble blowers, say critics, but I am getting fed up with the cynicism....
April 14, 2021
US inflation rose to a three year high in March, but three years ago, US inflation was still very low....
April 13, 2021
Peter Thiel has suggested that the Chinese cryptocurrency poses a threat U.S. dollar, but he is wrong....