The end of the beginning
An investor’s view of the eurozone crisis We need more Europe. We don’t only need monetary union, we also need a so-called fiscal union….
As Safe as Houses?
This report from Arden Partners was originally published on the 24th of September. Why have house prices rebounded? In 1776 Adam Smith described Britain…
The Cat is out of the Bag
Tim Congdon’s recent article, for the excellent Critical Reaction website, illustrates only too clearly the MPC’s complacent disregard for its remit to target inflation at 2%.
Arden Partners – Equities to Win
We are indebted to Ewen Stewart of Arden Partners for permission to publish his report: A Game of Two Halves – Equities to Win….
Arden Partners: Much ado about nothing
Ewen Stewart of Arden Partners has kindly supplied his note The Budget – Much ado about nothing for publication. The backdrop to this budget…
Happy days are here again? Another view from the City
Equity Strategist Ewen Stewart makes the case that the national debt will within 5 years be over £150,000 per family of 4 with debt…