Polemic's Pains

So here were some calls I put out last year for 2015. And it's time to appraise. - Trends in equities and bonds will end. This is t...

The ECB has added yet another positive data sample to support the theory that the most profitable trade of 2015 is to fade market expectat...

The Pitch for working title ‘FiX Up’ After seeing the age of the criminals who pulled off the record breaking Hatton Garden vault heist an...

Apparently the next two weeks in markets are going to be the most important since Noah predicted the flood crisis. Thinking about Noah for a...

Whilst a lot of attention has been paid today to the BoAML fund manager survey my attention was more drawn to their lesser mentioned small ...

The plethora of news headlines ending ‘as/because of Paris attacks’ is hugely infuriating. The best one must have been the The UK Sunday ...

First please forgive me for not commenting on the terrible events in Paris, nor offering any solution. My horror and sympathies are total an...

The FOMC once again managed to surprise the markets. This time by being a bit more hawkish than expected. This fit in with the feeling I’v...

Since the Fed no hike decision and the ECB 'likely cut' press conference, it is looking as though markets are pricing interest rate...

Cor blimey governor. That’s a cool $4 trillion added to the world's stock market values in the last four weeks. I must thank @Groditi fo...

One thing that we should have learned over the past few years is that that expecting central bank action is like expecting the Spanish Inqui...

There is a lot of concern that liquidity in some markets is so dire it could lead to some serious meltdowns. Eyes have been on High Yield vi...

QE - Nice idea but the whole process was like trickling water down a pile of sand, most of it got lost on the way down the slope due to see...

There is a word that has the same effect upon me as a taser. Well, let's be honest here, I haven't actually been tasered, though I d...

“2001 - a  SPX Oddity" grew to become the David Bowie song a 'SPX oddity' But it is all the more pertinent with a Mr Mike Novog...

It started with oil It bled into commodity types and FTSE. The US meantime tried to fight it with volatility also having a...