Polemic's Pains

Tuesday, 27 December 2016

Strictly Come Financing

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"Strictly Come Dancing"  , or 'Dancing with the Stars' as it is known in the USA, has dominated the Christmas TV schedule ...
2 comments:
Thursday, 22 December 2016

SA Q'n'A

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The investor site 'Seeking Alpha' approached me for my thoughts on 2017. I was delighted to respond but felt as though I wasn't ...
2 comments:
Tuesday, 13 December 2016

It's all down to one man.

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It’s really too early to start calling the world of 2017,  considering what a monumental start we will have to it after a monumental finish ...
2 comments:
Friday, 9 December 2016

2016 - The score card.

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As it's December and before I think about next year, let's score last year's test sheet. I did publish some thoughts on 2016 ba...
Wednesday, 7 December 2016

A guide to making annual financial market forecasts.

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I have posted this before but repost this slightly updated version as it is exceedingly pertinent considering what is happening in the marke...
3 comments:
Monday, 28 November 2016

Less of moor, more of less.

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I've returned from my self-imposed solitude in the wilds of England. If you want to find a place in the world where normal physics doe...
2 comments:
Monday, 14 November 2016

Positional update. Closing down sale.

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I don't know if it's the weather, a streaming cold or my disdain at the bipartisan rantings everywhere that have me pretty depressed...
3 comments:
Sunday, 13 November 2016

It’s all about the branding.

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I went to the Hoxton Hotel (Hipster Centerville, London) the other day to interview new creative staff. The whole area has changed dramatic...
2 comments:
Thursday, 10 November 2016

A Narrative narrative.

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It’s been a week since I last posted,  a post provocative enough to even inspire the mighty Paul Krugman to comment upon it. As one kind s...
7 comments:
Wednesday, 2 November 2016

The Economists' Letter Indicator.

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As Phil Collins sang a long time ago, "There's something in the air tonight" I think I‘ve scared myself today. I have long t...
10 comments:
Monday, 31 October 2016

Is it the machine or the input?

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THE US election would be pure comedy genius if it didn’t involve handing the winner the keys to a huge global arsenal of nuclear weapons. To...
4 comments:
Friday, 28 October 2016

Positional retrospective

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It’s been a tense few weeks in Polemic Towers with market positions being whipped all over the place and it has taken a strong nerve to weat...
5 comments:
Tuesday, 25 October 2016

EU Trade Singularity.

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The financial markets are preparing themselves for the US election. I know this not because of direct feedback from fund managers, but beca...
1 comment:
Thursday, 20 October 2016

The Brexit Quiz

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With the markets basically doing everything they can to look as though they are going somewhere when in fact they aren’t, it may be time t...
Wednesday, 12 October 2016

Soft Brexit. It's not that hard.

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I spent a lovely evening in the company of those who participate in financial twitter. Lovely bunch, A smattering of buy and sell side and ...
8 comments:
Tuesday, 11 October 2016

Oh me of little faith.

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Whilst the bickering in US politics continues, I wish to avoid comment and instead go back to the once mighty pound, though I do note that t...
1 comment:
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