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The EU should support tech giants, not attack them

The EU should support tech giants, not attack them

The position of the European Union (Brussels) and some economic commentators on…

Trump’s Budget Blueprint Is A Real Game Changer

Trump’s Budget Blueprint Is A Real Game Changer

IN FAVOUR: The United States is once again approaching a debt ceiling…

Are You Prepared For The End Of The Bond Bubble?

Are You Prepared For The End Of The Bond Bubble?

Published by @Hedgeye (here) The biggest bubble in financial history is about…

Regulation Does Not Prevent Crises. Here Is Why

Regulation Does Not Prevent Crises. Here Is Why

If you read articles and books about the crisis, I am sure…

Video: Are Central Banks Behind The Curve? Opportunities in Europe and the US

Video: Are Central Banks Behind The Curve? Opportunities in Europe and the US

In this short video we mention the risks of central banks delaying…

Five Reasons Why Oil Doesn’t Go Up

Five Reasons Why Oil Doesn’t Go Up

It seems oil prices remain stuck in a very tight range and,…

Are You Prepared For The End Of The Bond Bubble?

Are You Prepared For The End Of The Bond Bubble?

The biggest bubble in financial history is about to end. With rate…

Op-Ed at CNBC: “Cut and dried? Oil prices are entering a bearish trend despite supply deal”

Op-Ed at CNBC: “Cut and dried? Oil prices are entering a bearish trend despite supply deal”

Oil prices have entered a bearish trend despite short-term bounces, supply cuts…

Video Interview:  Secrets of a Fund Manager, Economist and Author

Video Interview: Secrets of a Fund Manager, Economist and Author

In this interview we explore my views on the economy, technology, Bitcoin,…

Deutsche Bank and the last opportunity

Deutsche Bank and the last opportunity

Deutsche Bank has a new strategy. Unwind the old one.  And it…

The Oil Sector Underperformance Goes Beyond Oil Prices

The Oil Sector Underperformance Goes Beyond Oil Prices

So far this year, the European energy sector (SXEP Index) is the…

Greece : In front of a challenging 2017

Greece : In front of a challenging 2017

Can an economy after a long period of recession to achieve high…

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