HindeSight Letters | Blog
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The Humours of change alley

The Humours of change alley

I was recently flattered to be asked how I envisaged the dreaded ‘helicopter money’ working if it were not to simply add further to commercial banks’ already crippling mass of deadweight liabilities and assets, given that not only would printing it up in physical form be tortuous, but that cash itself is only one conveniently heinous crime away from being proscribed altogether.
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How our Dividend letter works (part 2)

How our Dividend letter works (part 2)

An excerpt from a bigger HindeSight Dividend supplement written by Mark Mahaffey, Aalok Sathe and Ben Davies – the full PDF is available by signing up to our Dividend Letter.

 

Property valuations in the UK are extreme again, particularly for our main subscribers. However, China, Canada, Australia and many other countries look equally, if not more, at risk of a crash.

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How our Dividend Letter works

How our Dividend letter works (part 2)

An excerpt from a bigger HindeSight Dividend supplement written by Mark Mahaffey, Aalok Sathe and Ben Davies – the full PDF is available by signing up to our Dividend Letter.

 

While not deluging us in typical rain showers, the month of April was colder than we might have hoped for, but the financial markets have potentially made up for all of that. We shouldn’t be surprised at this because, on a 15-year-average, April has the highest average return for UK equities and also the joint highest positive/negative observation skew.

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The Very Very Alternative Money Program

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Episode one of our Chief Editor’s (David Stevenson) new podcast – The Very Very Alternative Money Program, as he uses Ben Davies for a foil to his investing views. Usually when Ben and David get in a room together there’s some banter edged with fireworks, so having the two of them venting against each other seems like a bad idea… however it turned out to be a very, very good idea.

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The Road to Canossa. Sean Corrigan

The Road to Canossa. Sean Corrigan

An special Op Ed piece of the bigger Money Macro and Markets supplement written by Sean Corrigan.

 

That the artificial interest rates in evidence in our hugely distorted capital and money markets can be made negative in nominal as well as in real terms is, alas, the curse of the modern age. Though entirely at odds with natural order – as we have repeatedly tried to make plain – they are also a curse that we are unlikely to have lifted any time soon, especially not in a Europe where there is no effective restraint to be had upon the exercise of his awful powers by the likes of a fanatic like Draghi.

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Avoiding the Issue. Sean Corrigan

Avoiding the Issue. Sean Corrigan

An excerpt from a bigger Money Macro and Markets supplement written by Sean Corrigan.

 

In the wake of the so-called ‘Panama Papers’ furore, the push-button issue of the One Percent being found able – OH! THE HORROR! – to shield some of its wealth from the taxman, regardless of the jurisdiction in which its members have chosen to set up shop, has predictably called forth bad economics, dubious legal opinion, and strident political point-scoring in almost equal measure.

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The Fed passed again. Sean Corrigan

The Fed passed again. Sean Corrigan

This article is from Sean’s Midweek Macro Musings dated 18th March.

 

Not that anyone really should have been surprised, but the Fed passed again at this week’s FOMC and, indeed, effectively eased by making plain that it now saw only two more hikes this year (each ‘data-dependent’, naturally), rather than the previous four.

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