INSIGHTS

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INSIGHTS2017-09-22T22:34:20+00:00

PM Newsletter • 7 – 2018

2018/09/26|Comments Off on PM Newsletter • 7 – 2018

The relative outperformance of the US stock market is cited as evidence that the trade war is being won. While this type of narrative may be politically useful in the runup to the November mid-term elections, I believe it misses the point completely.

PM Newsletter • 6 – 2018

2018/08/22|Comments Off on PM Newsletter • 6 – 2018

There is an eerie quiet in the equity markets of developed countries. Yet there is no shortage of reasons to be worried. Amid the bombast surrounding the tariff confrontations, sanctions, cold and hot wars, QE tapering and general hubris, the world hardly seems like a tranquil place.

PM Newsletter • 5 – 2018

2018/06/27|Comments Off on PM Newsletter • 5 – 2018

“I don’t do it for money. I’ve got enough, more than I’ll ever need. I do it to do it. Deals are my art form. Other people paint beautifully…or write wonderful poetry. I like making deals.”.

PM Newsletter • 4 – 2018

2018/06/04|Comments Off on PM Newsletter • 4 – 2018

On May 5th, 2018 small groups of Marxists and academics gathered to celebrate the two hundredth anniversary of Karl Marx’s birth.

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