24 November 2021 Why are Covid Infections Rising in Europe? The Netherlands imposed a three-week partial lockdown and are planning to ban the unvaccinated from...
17 February 2021 Commodity rally raises hopes of new bull run - FT article ft. Longview Economics “Commodity super cycles tend to occur after periods of loose central bank policy and run for about...
13 August 2019 LV on Friday, 9th August 2019: "Bonds & Kindleberger's Framework for Bubbles" Parabolic Bond Prices
18 December 2018 Is anything compellingly cheap? There are a number of reasons to switch weightings out of one asset class and into another. One of...
26 October 2018 The power of risk appetite tools in SELL-offs Many market watchers/traders have been confounded/whipsawed by this latest SELL-off, especially in...
28 September 2018 Value or Growth: Will the gap close? What drives relative performance? The debate over whether a value or a growth style produces better long term investment returns...
12 February 2018 The 2018 correction: How infamous will it be? With sharp moves lower in equities in the past two weeks, the market psychology of the past 18...
9 January 2018 Climbing the wall of worry - Friday 5th January 2018 There seems to be a growing list of reasons to worry about the outlook for equities. In particular,...
12 December 2017 Climbing the wall of worry There seems to be a growing list of reasons to worry about the outlook for equities. In particular,...