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Posts from the ‘Uncategorised’ Category

Arab Princes in A 5 Star Jail and Trump’s Daft Declaration: It’s Getting Even Hotter in The Middle East.

Events in the Middle East since November 2017 have taken some dramatic steps even for this politically volatile region.

Wars in Syria and Iraq grind on against now a much reduced ISIS threat however the Syrian Defence Force/Kurdish (YPG led and US supported) coalition are now vying for land and political control in regained territories. Libya’s civil strife continues with little notice given by the rest of the world until something dramatic happens.
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Don’t Go to Davos: Time to Be a New Rebel in the Brexit/Trump Era.

This is the message I give to Davos man or woman for the 2017 January meeting of the World Economic Forum in Switzerland, unless you want to go skiing of course. Picking a theme like inequality or climate change is all well and good. Read more

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Building a Wall to Stop Immigrants is the Last Piece of Infrastructure the USA Needs.

Republican Presidential Nominee apparent for the 2016 election (unless the Republicans can depose him at their convention) Billionaire property tycoon Donald Trump as part of his electioneering bravado has promised to construct a wall along the Mexican border to stop illegal immigrants from entering the US.
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2016: What’s Coming – the Good, the Bad or Mediocrity.

Another year starting so what’s in store for investors and markets?

In 2015 the GDP of the US economy grew at 2.4%, the UK did 2.5% and the EU managed 1.5% with all its currency and migrant upheavals (GS, 2015). China slowed down yet still reported 6.9% causing investors or speculators a heap of disappointment or margin call troubles depending on what figures one believes. India performed better at 7.4% and seems to have the confidence of pundits for an improvement in 2016 to 7.8% (GS, 2015). Let’s hope so, as India the world’s largest democracy, has disappointed before and there’s still plenty of debt and cronyism in its large institutions.
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Trends, Themes and Fault Lines: Where Could All This Inequality End Up – in Darkness or the Light?

Since July 2013 the FTSE100, the leading UK share index, has ranged between 6400 and 6800 points. While the larger US S&P 500 index has moved from 1600 points up to record highs, closing above the 1850 level on several occasions, notably since January the S&P 500 has traded in a more sideways fashion. Perhaps this indicates a top in the market or a pause for good reason- reported earnings weaknesses or Fed tapering – however it’s still an impressive increase from the market lows during the 2007-2009 financial crisis. The bulls and bears react to positive or negative news and information which forms investor sentiment to drive the markets on their trajectories and so forth.
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A crisis in the Crimea and growing volatility in the world’s markets – it’s been quite a 1st quarter for 2014.

Back in January it was hoped that global equities may repeat some of 2013 rally. However, the US Federal Reserve increasing tendency to taper remains firmly part of the US financial agenda. China property bubbles and debt defaults have started to concern investors. Yet so far the Chinese authorities have bailed out government entities and kept a lid on a more general panic in view of the vast quantities of property related-debt. Vladimir Putin put on a good show with the Sochi Winter Olympics, where some of his now sanctioned oligarchs made a few (billion) now devalued roubles, while plotting and executing a, relatively harmless welcomed by many, annexation of the Crimean Peninsula.
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Al-Megrahi and MacAskill Observation

Well to remember- Play hard and well in international relations as coming bottom of the league isn’t a sporting option in the real world. A thought from a few years back-
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The Grangemouth Conspiracy – Close To Reality Or A Product Of My Furtive Imagination: You Decide And You Read It Here First.

2014 following on from 2013 has the continuing debate on Scottish independence and with the referendum this September. However, the industrial action at the Grangemouth refinery near Falkirk, Scotland last autumn an issue came to mind involving the global view of possible US security and economic interests with friends and allies. Read more

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The Big Guns Are Blasting In The Scottish Independence Battle Of The Pound

The Big Guns Are Blasting In The Scottish Independence Battle Of The Pound. Is a new currency looming for an independent Scotland and would the EU accept Scotland into its membership?
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Future Perfect or Future Problem: Part 2: Defence and Diggers

And 2014 the Year For A Lot of Yellen

2014 has started with a Polar Vortex descended on a huge chunk of North America some 190 million people affected by the icy Artic blast. The US has reported disappointing employment statistics for the end of 2013, the BoE and ECB have held rates at their current lows and the Federal Reserve has Janet Yellen as its new Chairwoman – a 1st too.
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