DABERIAM LXXVII

ADHD or Attention Deficit Hyperactivity Disorder is the phrase that comes to mind to describe the markets in general. For some time it must have been clear to most relatively well informed investment managers that Central Bank QE, which has largely been a euphemism for funding government deficits, would have to slow down and at some point cease...

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DABERIAM LXXVI

Following a trip to Asia in March, I was on the east and west coast of the USA in April with a side trip to Bermuda. It is interesting to note, as an aside, that Bermuda, an idyllic island with an enormous income stream as a corporate headquarters, is slowly strangling itself with socialism...

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DABERIAM LXXV

March has been an interesting month. Having just returned from a trip to Singapore, Chiang Mai in Northern Thailand, Shanghai (with side trips to two regional towns), and a day in Hong Kong, one arrives back at a Third World airport called Terminal 5, London...

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DABERIAM LXXIV

2013 has started well around the world. Taking the three parts of the world that I described in December, and beginning with the first part, comprising Greater Asia, China and Australia – these countries continue to gain confidence following the Chinese election...

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DABERIAM LXXIII

The atmosphere of economic gloom that surrounds western economists and journalists is beginning to feel like a comfort blanket. Those who have to take decisions today about future investment, particularly investments that may take a year or more to mature, have to be exceedingly cautious of current economic fashion...

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