Category Economy

Debt is Not The Problem – Economic Management Is.  

Many market participants fear the rising quantum of Government Debt spells crisis across the globe. Tush and Nonsense. Debt is not the problem – markets exist to price risk. The crisis lies in economic management, and Political Risk!

The Hornet in the Bedroom Moment makes everything feel much, much worse… but its bad enough already.

Are current markets turning into a bad dream? There are so many reasons to be fearful, but giving into our terrors shows how driven by bias we are. A Hornet in the Bedroom Moment can make everything look bad. The reality is… probably not as bad as it looks!

WORRY ABOUT BONDS! It’s a Judder Moment as we prepare for brutal Political Risk escalation.

Fitch threw a spanner into the works last night downgrading the US – but they were right to do so. Political risks in the US and UK – both are approaching peak electoral cycle crises points  – are rising and the disinformation wars will ensure it gets… fruity.