Thanks for looking in.
Having written thousands of posts over the years on other sites, usually on the subject of specific investments, I thought the time was right to start my own blog.
There is so much happening in the financial and economic world that it is hard to know where to start. Despite the insistence of mainstream economists, usually of the neo-Keynesian variety, that we are simply at the nadir of periodic cycle, we in the real world know better. The feeling may be intuitive, or it may be derived from the experience of living with inflation, unemployment or simply dealing with the assault of poor economic data escaping from the mouthes of news presenters reading from teleprompters. Whatever the case, there is a growing sense that the post-2008 we have entered a period of transition. We have already left the old paradigm and are slowly but inexorably entering a new one.
This is what I want to write about. The issues, the anomalies, the opportunities, the threats, and the ironies that this intensely unsettling period has presented.
I’m not a economist or a financial adviser. I don’t know who you are so I can’t possibly understand your attitude to risk or what you would like to achieve from an investment portfolio. I try to support any opinions expressed with data or evidence but ultimately these opinions are my own and do not represent the views of any organisation I work with, or have an affiliation with. If something I have written catalyses an interest or an intention to invest, I strongly encourage that you seek independent professional advice before making that ‘buy’ commitment. The world of investment is more dysfunctional than it has ever been and logic or rational thinking will not necessarily get you to where you want to be. Take that advice and read around the subject; only then should you make a decision.
Welcome aboard.