Oil and contagion

. Marcuard's Market update by GaveKal Dragonomics So much for the gentle year-end that looked to be in store after the swift recovery from October’s sell-off. Investors now face an acute dilemma

Zuckerberg’s strategy is not random

. By Oren Laurent President, Banc De Binary Facebook founder, Mark Zuckerberg, has been accused in the past of abandoning traditional investor logic and pursuing several overly priced acquisitions. Yet, as skeptical

Decline and Fall of the Demagogues

. THE RISK WATCH COLUMN By Dr Alan Waring This article could have been entitled ‘The Bonfire of the Vanities’ (with apologies to the book’s author Tom Wolfe) as it too is

Troika fixes fail: How to fix the Troika

. By Andreas Theophanous There is no country in which the Troika could claim success. The austerity measures demanded by the EU, ECB and IMF remind me of a doctor’s prescriptions that

Asset allocation in the era of cheap oil

. Marcuard's Market update by GaveKal Dragonomics We’ve read plenty of bullish statements recently saying that the decline in oil prices amounts to a massive tax cut; “a phenomenon that’s making everybody

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