DABERIAM XCIV

Looking back over the last four weeks, there are probably two sickening political game changers - the shooting down of the Russian jet over Egypt and the horrific events in Paris last weekend. The attack on the Russian plane, full of tourists, has dramatically changed the tone of relationships between East and West...

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DABERIAM XCII

Most of July was spent in California and China – two economies at extreme ends of the business cycle. As I mentioned in June, the current Chinese leadership embarked several years ago on the reorientation of their economy...

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