Investors should “Viva!” the revolutions

February 22, 2011

Rather than fear the spread of people power revolutions, investors should welcome them.

No jam today or tomorrow for Britain

February 17, 2011

Poor Mervyn King — damned if he doesn’t raise interest rates, futile if he does.

Bonds, risk and Bernanke’s intentions

February 10, 2011

Will bond investors keep faith with U.S. government debt amid signs of growing global inflation?

Good luck hedging against inflation

February 3, 2011

Looking to hedge against a spike in inflation? Equities may not be much help.

Neither, for that matter, will you do all that well over the longer haul with bonds, cash or even commodities, at least on the historical evidence. In short, when it comes to investing, inflation is a real drag.

Egypt, inflation and Japan debt crisis

February 1, 2011

Markets are busy speculating on which country might follow Egypt on the revolutionary road, but watch out for the impact on a country where bellies are full and the chances of revolt are exactly nil: Japan.

Good-bye credit crunch, Hello slog

January 25, 2011

If you have forgotten the credit crunch it appears you have company: U.S. banks are lending again.