The World Rebalancing

An article I read recently reminded me that the enormous rates of economic growth experienced by India and China are rebalancing the global balance of power back to the old order pre-1500 A.D....

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The Cameron-Clegg government is good for the economy

The Cameron-Clegg government is good for the economy. It is also good for the property marketin the long run. This government is one of the bravest and most pro-active since World War Two, not ceding to populism or tokenism.....

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Financial Weapons of Mass Destructions 1600s style

The crisis of 2008 has created a popular wave of demand from people across society calling for the restraining of the world's financial sector...

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The Budget

Any sane business person or landlord should favour Osborne's budget....

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Are Black Swans Breeding?

There has been a lot of talk of black swans recently. The book that brought the term into everyday language was written by Nassim Nicholas Taleb. He observed great events of history such as world war 1, 9/11, the rise of the PC and the dominance of the internet and found commonalities which he referred to as Black Swan Events....

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Fair Trade

I am reading an excellent book on the history of trade "Splendid Exchange". Some of the ancient anecdotes are fascinating. Today I read about letter of credits Carthage style...

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Don't write off the USA

The years 1930, 1973, 1979, 1990 and 2009 all have something in common. These are all years during which the conventional opinion wrote the United States of America off....

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What does the Greek crisis mean for you?

Sovereign crises are as old as countries themselves. Between 1970 and 2008 I have counted 36 instances of nations defaulting on their debt...

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Brazil is helping Mendoza

As I mentioned in another blog, I have been attending an investment conference in North East Brazil, speaking as a panelist. It's been great for the Mendoza project....

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Why I still love property

A friend asked me the other day why Jonty & I were still in property. He had made a lot of money in property and was now looking at reality TV and all sorts of other ideas....

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