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10 Jan 20172017 – Hope, Reality and the Race Against Time

By far the biggest surprise of 2016 came in early November, when contrary to almost all the polls and prognosticators, voters chose to elect Donald Trump as the next President of the United States.  Republicans also retained ma…

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09 Nov 2016U.S. Election Surprise

U.S. Election Surprise, BREXIT – Part II? 

“May you live in interesting times.”
Chinese proverb.

Similar to the morning after the Brexit referendum vote in the U.K., the United States and the rest of the world awoke to find that c…

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10 Jul 2016Robbing Returns from the Future

Have the world’s central banks robbed future returns from the markets?

The Bad News

Since the financial crisis of 2008, the world’s major central banks have intervened in the global markets to an unprecedented degree.  This ex…

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24 Jun 2016BREXIT – “Leave” Takes the Day

“May you live in interesting times.”
Chinese proverb.

The world awoke this morning to the results of the referendum in the U.K. where contrary to most of the
polls and prognosticators voters chose to leave the European Union vot…

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05 May 2016Multi-Player Game Theory Framework

In the current environment could applying a multi-player game theory framework be particularly helpful in analyzing the global capital markets…?

As Eric Beinhocker describes in his book, The Origin of Wealth, “There is no on…

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