27 October 2021 "Is it time for Plan B?" “You have got to recognise that we need a national mobilisation. You’ve got to recognise there is a...
14 September 2021 “Is Crypto the Next Subprime?” Conference Rules of Thumb: Short the Consensus “Crypto is the next internet, no investors want to...
14 May 2021 Gold: What Next? Please find a summary of our latest SHORT VIEW - for the full piece, or to start a free trial of...
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 April 2018 Trump: The Historical Logic behind Tariffs Trump: The Historical Logic behind Tariffs Summary & Conclusion: “…Whilst the Trump team’s...
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...