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21/11/17
Global
Blockchain – a very ordinary revolution

While the mania for bitcoin continues unabated, it’s the technology underpinning this innovation — blockchain — that is the real…

20/11/17
Europe
Merkel’s crumbling grip

The surprise collapse of German coalition negotiations leaves Chancellor Merkel stranded. She is now faced with trying to forge ahead…

09/11/17
Global
The unspoken

When we wrote Of rabbits, bankers and what matters, 19 October 2017 we spoke of the factors that would set…

Global: Blockchain – a very ordinary revolution

While the mania for bitcoin continues unabated, it’s the technology underpinning this innovation — blockchain — that is the real revolution. Blockchain has the power to disrupt at every level of economic activity. It will help increase productivity and boost innovation and creativity. There are many sectors where blockchains will add value by reducing costs more than prices. More directly, investing in the blockchain start-ups driving this change is not impossible.

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Europe: Merkel’s crumbling grip

The surprise collapse of German coalition negotiations leaves Chancellor Merkel stranded. She is now faced with trying to forge ahead with a minority government or pursuing constitutionally more onerous solutions such as early elections. This uncertainty complicates not just German but also European political direction and until it is satisfactorily resolved it will weigh on the euro.

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Global: The unspoken

When we wrote Of rabbits, bankers and what matters, 19 October 2017 we spoke of the factors that would set long-term inflation which are not spoken of by central bankers. They were: demographics, globalisation and technology. We examine here each factor in brief.

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Our research is based on a thoroughly objective view of the world as it is, not as some might like it to be seen.

Our work is characterised by independence of thought and a determination to focus only on money making ideas, resulting in a totally fresh and original approach compared with the overwhelming volume of reports by integrated investment houses.

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