Summary

I started this blog because I wanted to record all the "silly" ideas I get somewhere. The trouble is I got seriously side tracked by the emerging financial crises and my interest became understanding macro economics finance and trading.

My feeling is that the new global trends have now emerged so its less difficult to understand what's going on. In a nutshell in my opinion so called decoupling is now occurring in earnest. The US economy will follow a trajectory similar to Japan's lost decade and the BRICS led by China will emerge as the new economic power houses. I don't know what will happen in Europe.

This does not mean the end of my inquiry into the markets and economics.