Polemic's Pains

I have been travelling to places where the real world appears a million miles away, where legions of white shirted chino clad lackeys are t...

The fixing of emissions by VW strikes me as comparable to bank fixing scandals.   The rules were in place but, as with any regulation,...

Opinion is split over the Fed decision though I would suggest the split is not even.  My first thoughts were - - If the Fed wer...

Okokokokok I’ll play. It’s a bit like going along to a sports event that you have no interest in just because all your friends are going....

I’m back from two weeks of bliss on a boat. The holiday was disaster free and ranks as one of the best ever. Croatia is a dream and remarkab...

For the next couple of weeks I’ll be away trying to spend a relaxing time with my family sailing in Croatia. I’ll be acting the part of...

Well, someone has to counter the sea of doom. - Oil is up over 4%   6%  wow, now 8% as I write. As stated at the beginning of the week, en...

The China meme has sucked in macro tourists and armchair generals and we know we have peak armchair generalness when Field Marshall Robert P...

With apologies to John Lennon's  'Yesterday' ---- Yesterday all my troubles seemed so far away. Stocks looked as though they...

Price is news. And with it is the retrofitting of all news to the price. Has anyone found any news that doesn't base itself on price? W...

Yesterday was a towel chucking day in commodity land.  Oil did it again and I hold up my hand with regards to getti...

There is something odd about Augusts. A holiday season for Europeans that sees EU policy directed to making sure that the Eurocrat beaches...

China Apocalypse Now quotes from the infamous character, Lieutenant Colonel Kilgore of the PBOC played by Robert 'Deval'. With t...

I don’t think I’ve ever seen a 1.8% FX move cause such global consternation. But of course it isn’t the move itself that is causing the ...

These days I am spending more of my time in the world of design and a fascinating world it is. The folks I work with are exceedingly talent...