Insights
Retail: Cat Exits Bag
Some of you might recall that when this year began the retail sector was set for burning in hell. But...
Our Biggest Economic Blind Spot
The markets are continuing to react to the headlines – the good and bad – as the summer’s slowdown in...
When “Trade War” Means “Effective Negotiations”
The recent good news about China has been hidden by all the “tariff war” media antics. Yup, it looks like...
Who Dares Wins
You can blame the calendar if you start to feel a flood of boredom once the corporate earnings announcements end....
Business is Moving Higher & Higher…
Reports continue to suggest that the world is moving along just fine if you can ignore the noise. Maybe a...
Making Media Sandcastles from Market Molehills
As expected, July’s market headlines continue to roar along like angry lions even as volumes are withering on the City...
Imagining the Day We Don’t Need Oil
After moving halfway through the year we’re looking more and more like the 2014 rendition we spoke of as 2018...
Like Water Off a Black Swan’s Back...
"If you can keep your head when all about you are losing theirs...." – Rudyard Kipling The media continues to...
Space: Just Another Economic Frontier
A month or two ago, I wrote about the mind-bending, future altering impacts that SpaceX – the short name for...
What Market Monsters Giveth and Taketh Away…
The media hot air has all now been squeezed out of the North Korea (NoKo) summit in screeds of catastrophic...
The 1980s: Yesterday & Today
I remember back in the early 1980s when people were so worried about US President Ronald Reagan (who was known...