Beyond Bulls & Bears

Note to Central Banks: Equity Markets Are Not Your Problem
Equity

Note to Central Banks: Equity Markets Are Not Your Problem

At some point, I believe we need to disengage from stimulus spending. If world economies can only survive if they are given cheap money—and tons of it—in my view it would mark the failure of the market economy.

Bears Gather around the Goldilocks Eurozone

Bears Gather around the Goldilocks Eurozone

The eurozone is currently offering what we would regard as an ideal environment to generate growth, so we’d certainly be slightly concerned if the economy there was not growing.