A recent miscellany

Does it make sense to plot multi-decade asset prices on a linear scale? How reliable are macro ‘profit’ estimates? Why is the curve flattening and what will a reduction in Central Bank reserve balances mean for assets?

S0me recent short snaps from my LinkedIn & Twitter feeds plus you can watch my latest update ‘China: Unbalanced’  here, on YouTube Continue reading

Buybacks & Bye-Byes

To the superficial observer, October will go down as a time in which nothing much happened, the S&P and the Nikkei basically unchanged on the month and Europe and the UK each off around 1%. Please see below the fold for the rest of Monday’s edition of ‘Two-Minute Markets’ or listen HERE on SoundCloud Continue reading