Category Archives: Uncategorized

Emerging Markets’ investing v Developed Markets

When we talk of Emerging Markets (EMs) we mean the likes of Brazil, Russia, India, China etc (AKA The BRICs). The Developed Markets (DMs) are the Anglo Saxon countries and Japan, Germany, France etc. Over the last 6-9 months there … Continue reading

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Interest rates are NOT rising!!!

Back in December our firm noted that ‘everyone’ was saying interest rates would soon rise.  After all, they said, The Governor of the Bank of England and the Federal Reserve of the US had all but announced it. We also … Continue reading

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UK Budget AKA Re-election broadcast

Talking w/ @SimonLederman @BBCLondon949 c 10.15pm 2nite re Budget AKA Re-election broadcast @MelPolydorou — Jonathan Davis (@J0nathanDavis) March 19, 2014 I wrote this last year: 2013 Budget, March 2013 You might spend 2 minutes looking at it.  You might notice … Continue reading

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Big picture long term change from AEI > RPI to AEI < RPI

There are many reasons why the evidence is building that we, in the West, may be #TurningJapanese (it’s a Twitterese I coined). Japan experienced deflation for over 20 years, had a generational depression and stocks and property fell 80%, from … Continue reading

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Guess the chart

Before I say what this chart is, consider whether you think it has a chance of continued rising,  since the beginning of the year, or resuming it’s fall since the end of 2012.  (And that was your clue as to … Continue reading

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Link to piece I said I’d post the TPV TV piece with Richie Allen when available. Here is where I previously wrote of TPV TV. Copyright Jonathan Davis 2014

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The Great US Depression 1920/21

Never heard of it? Come on sure you have.  You know of the Great Depression of the 1930s.  So you must know of the Great Depression of 1920/21. No? Why do you think that might be? Let’s look at what … Continue reading

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