The British economy is slowing. There. I have said it. After repeatedly writing upbeat pieces for CapX to counter the doom and gloom mongers in the last two years, the facts are changing and so is my mind. I would go further and say that the weakness of the economy, much of it Brexit-related, is […]
Read MoreHere is a light historical distraction, for those who take a long-term view. We are currently in the midst of the third longest secular bull market in bonds ever (at 36 years), beaten only by one from 1441 to 1481 (40 years) and the record of 1605-1672 (67 years). I know this because the Bank […]
Read More