January 2012

“Do you agree that Scotland should be an independent country”, Scottish First Minister Alex Salmond wishes to ask Scots. Let’s have a full and earnest debate. After watching the exchange on the timing of the referendum between him and the British Prime Minister David Cameron it should be a full, frank, detail ladened one too. […]

This disparaging trend was highlighted again in an FT series entitled “Capitalism in Crisis”; featuring alongside other economic concerns for 2012 such as debt and demographics – a disparity that exists in UK FTSE100 companies and most notably in financial services up until 2008/9. Issues like these become political fair game when enough people begin

I have been bearish on the UK residential market since 2003, unable to believe that what was happening between then and 2007/8 was in any way good – or sustainable – for the UK economy. Whilst every other person around me appeared to become a property developer or had a buy-to-let flat or two; I

Much has been proffered about how the difficult economies and markets will perform during 2012. So much so that contrarian investors may be thinking this could be an interesting year to bet against the common consensus – or not – and if not, it’s an opportunity for the real contrarians to place their bets. I’m