Last week, I took a break from focusing on a single macro…
So if we are to believe Janet Yellen, Oct 18 will be…
Recent commentary of looming ‘water-shedding’ in South Africa got me thinking. Water…
It’s Episode 41 of Magic Markets – Commodity Economy The current tussle…
Markets are forgiven for obsessing about the Fed. The simple fact is…
Long time readers will know that while many shy away from discussions…
It’s Episode 26 of Magic Markets – The Cure for High Prices…
I have written about the plethora of results this week and it’s…
I had the distinct pleasure of being interviewed by Simon Brown as…