John Mauldin - Endgame
Endgame, John Mauldin’s much-praised book on “the end of the debt supercycle and how it changes everything,” is an excellent backgrounder to the changed global environment in which we now have to invest. [Read more...]
|
||||||||
Debt Crisis Explosion: Still a Long Way Off
February 2, 2012 By 2 Comments
Why Its Time Again to Buy into Asia
April 20, 2011 By
Crisis provides Opportunities
Crises offer the best opportunities for investors, although we need nerves of steel to seize those opportunities.
You might have expected all the bad news from Japan and the Mideast to clobber Asian stock markets. But they have done nothing of the sort.
After a moderate correction, the markets as a whole remain in an uptrend. The bourse you would expect to be hit the hardest, Japan, plunged immediately after the tsunami, but has already recovered half the ground lost and is now well above levels seen last year. [Read more...]
Some strengths to cope with adversity
December 16, 2010 By 1 Comment
Some strengths to cope with adversity
Cope with Adversity
continued from previous article > The truth about cutting out waste
My next point is important, although rarely voiced…
It suits commentators, politicians and speculators to scare the wits out of people with apocalyptic visions of what will happen if their particular views aren’t acted on. I am convinced that although Britain’s fundamental problem of public-sector profligacy is serious, the immediate risks of a fiscal crisis are greatly exaggerated.
The strengths of Britain’s position are ignored by scaremongers. For example, its foreign trade deficit is low – the IMF forecasts it for this year at only 1.7 per cent of national output, compared to 8.9 per cent for Greece. Unlike the US, the UK does not need a massive continuing inflow of foreign capital to pay for excessive imports. And its national debt, although soaring, is doing so from a relatively low level. [Read more...]
