Donald Trump emerges as the Buckpasser-in-Chief.

We can be sure that Donald Trump’s Presidential desk will not be carrying the sign, “the buck stops here’’ in the SCMP:     Investors own their mistakes     “The buck stops here” was a sign on President Harry Truman’s desk indicating that whatever blame there was to be handed around – it all…

Safe havens hard to find…

Boom or bust, correlated global markets move together. published in South China Morning Post:    20160602 Investment safe havens hard to find in an interconnected world, 2 June, 2016   It was the dead of night in the heart of China, in the core of the capital Beijing – and I sat transfixed at a…

Talking Turkey – the Year in Review, with a special guest…

Lunch with the Post – Santa’s views on 2016. On the naughty list: Janet Yellen for delaying rate rises and making us fret. On the nice list: the Greeks for bailing out… My lunch guest arrived at Noel’s Brasserie in Holly Wood Road, on a silent Varoufakis electric drone. A commotion erupted as a large…

Markets Are Mostly Smooth – Until The Plunge

The real money is won or lost during brief periods of volatility but predicting the fault lines is not easy. Breaks in the Pattern are the vital signs for the markets. In the SCMP:  Markets are mostly a smooth ride…  Markets can be a little like the early days of air passenger flight; long periods of…