Investor Beware: Silicon Valley is Panicking

Investor Beware: Silicon Valley is Panicking

It’s two in the morning in London after a late night out. The tube stations are shut. Night buses are packed with belligerent drunks. And you’re in no mood to walk the eight miles home through unlit streets. So, what are your choices for getting to bed? How to get...
UBS: We are now odds on for a global recession

UBS: We are now odds on for a global recession

Things are going from bad to worse for the US economy. Not that you’d think so if you were to fall for the positive spin that Team Trump keeps churning out… He’s at it again this week with his “Budget for a Better America”. Like the UK budget, it’s where the...
Why are alternative assets surging right now?

Why are alternative assets surging right now?

Things are heating up in alternative asset markets… At the same time as the stock market is reaching for all-time high levels printed on 3rd October last year. Which is interesting. It’s as though a growing number of investors are coming around to my unpopular point...