How AI will help you live forever then eat your lunch.

First Published In FOTT Family Office Magazine Beijing – June 2019 The Turing machine that broke the enigma code during WWII was the birth of Artificial Intelligence (AI). However since then, the adoption of AI has mainly been confined to the manufacturing, transportation and distribution sectors; with the rise of robots that build Japanese cars […]

Magna Carta, English Civil War, Y2K…….Brexit.

Originally Published Jun. 27, 2016 “We finally really did it…You Maniacs! You blew it up! Ah, damn You! God damn you all to hell!” Cry the Bremain supporters, EU politicians and FX and equity capital markets. The departing and presumptive British PMs suggests a period of calm negotiations before any change occurs. EU politicians and […]

What’s going on – Are we heading for another Great Recession?

Originally Published Jun. 13, 2016 Eight years on from the Great Recession US unemployment rate is reaching pre recession levels But Fed rate hikes could lead to another stock market crash We are now eight years on from the global catastrophe of the “Great Recession”, but with the US stock market (SPY, DIA, QQQ) banging […]

“Now This Is Not The End. It Is Not Even The Beginning Of The End. But It Is, Perhaps, The End Of The Beginning.”

Originally Published Aug. 25, 2015 We’ve just had the first 10% correction in the US stock market in over 3 years, immediately preceded by a halving of equity valuations in the Chinese stock market, together with most other country stockmarkets moving into bear or correction territory. This has been driven by two factors; a slowdown […]

ARE THE FED CALLING A BOTTOM TO THE S&P 500?

Originally Published July 26th 2010. On February 25th 2009 the Fed released details of how US banking organizations were to be assessed to ensure that they had sufficient capital to perform on an ongoing basis. The S&P 500 closed that day on 764.9 and, reached a further inter-day low of 666.79 on March 6th 2009. […]

SO IS THERE A NEW PARADIGM IN UK HOUSE PRICES?

Originally Published July 19th, 2010. According to the Nationwide Building Society, UK new home prices have risen 3% in the first half of 2010, following a previous flat year. This amounts to an astonishing recovery from the global pessimism that remains in most developed economies. So is it sustainable, and why? Like gold bullion, London […]