Investment opportunities and Asymmetric Threats
Where are we? – Markets move in cycles – Economies move in cycles – From Greed to Fear and Fear to Greed – From development to recession
Articles & Papers
Opportunities and asymmetric threats
Where we are – Global markets are in a secular bull market – Secular bulls run from 14 – 17 years – Valuations start from 7-10 P/E and end >26 […]
The crisis chart
Abstract The economic and financial globalisation in recent years has been much more rapid that our understanding of all ingredients associated with this phenomenon of globalisation. Economic policies, financial models […]
12