2021
January
Russell Napier, 'The Long Flight Of The Mole: Central Banks, Perpetual Non-Interest Bearing Debt And The Death Of Commercial Banking', The Solid Ground
2020
December
Russell Napier, 'O Come, O Come Emmanuel: France's Debt-to-GDP Rises By 39% In Two Quarters, Germany's By 14%', The Solid Ground.
Russell Napier, 'Magic Money Tree Theory: It Isn't Santa That's Comin' To Town', The Solid Ground
November
Russell Napier, 'Say Hello, Wave Goodbye: How The Blue-Collar Wave Just Changed The World', The Solid Ground
Andrew Milligan, 'Letter From Edinburgh'
William Dinning, 'A Case For Robotics And Automation Companies In Japan'
October
Russell Napier, 'Of Hope, Joy & The Accelerating Wealth Transfer To The Young' The Solid Ground
Andrew Milligan, 'A Billion Here, A Billion There'
September
Andrew Milligan, 'Why Quality Matters More Than Quantity'
Andrew Milligan, 'The Decisive Races Of 2020's US Election Remain On A Knife Edge'
Russell Napier, 'The Train Now Arriving At The Finland Station - Discounting Regime Change', The Solid Ground
William Dinning, 'The End Of Abenomics?'
Russell Napier, 'Chimes At Midnight: Cap Day Cometh', The Solid Ground
August
William Dinning, 'A 'K' Shaped Recovery: Are Stock Markets Facing Bubble Trouble?'
Andrew Milligan, 'Board Games'.
Andrew Milligan, 'Alternative Funds Need To Prove More Than Theoretical Benefits'.
Russell Napier, 'Of Communism And Hard Money: Quantitative Tightening In China Continues', The Solid Ground
William Dinning, 'What's Going On In Fixed Income?'
Russell Napier, 'Free Range Money And The Taxpayer's Yatch: Global Broad Money Growth Reaches A 32-Year High', The Solid Ground
July
Russell Napier, 'There Be Dragons: The Myth Of The Deficit Myth', The Solid Ground
William Dinning, 'Global Outlook - July 2020'
June
William Dinning, 'Global Outlook: The Markets'
William Dinning, 'Do We Have A Solvency Problem?'
Russell Napier, 'The Dawning Of The Age Of Inflation', The Solid Ground
William Dinning, 'Navigating The New Stagflation'
May
William Dinning, 'Are Gilts Safe?'
Russell Napier, 'The Clash: The Pen Is Mightier Than The Printing Press', The Solid Ground
April
Russell Napier, 'Deflation or Inflation?: In This ‘Winter’ Why Financial History Knows More About The ‘Impossible Things’, The Solid Ground
William Dinning, 'Upstairs Downstairs' is now 'Home and Away'
March
William Dinning, 'Investing Through The Pandemic'
William Dinning, 'Are We There Yet?'
William Dinning, 'Falling Down'
Russell Napier, 'Eurozone: Alpha or Omega?', The Solid Ground
William Dinning, 'Comment On Markets And Our Views'
February
Russell Napier, 'Deflation and Financial Repression - The Financial Market Impacts of COVID-19', The Solid Ground
William Dinning, 'An Update On The Impact Of The Coronavirus On Global Markets'
Russell Napier, 'Takahashi's Lament: Europe's Rush for the Helicopter', The Solid Ground
William Dinning, 'The Coronavirus and the Global Outlook'
January
Jeff Keen, 'Navigating the Coming Bear Market in Fixed Income', Waverton
William Dinning, 'Record Highs and Record Lows'
Russell Napier, 'Oil, Money & Gold', The Solid Ground
Russell Napier, 'Europe 2020: The Year of Living Dangerously', The Solid Ground
2019
December
Russell Napier, 'David Hume & The PBOC: He Who Laughs Last…. (02/12/19)', The Solid Ground
November
William Dinning, 'The Election and Markets: Some Scenario Planning'
William Dinning, 'What to do with the 40%? Part Two'
William Dinning, 'Cryptocurrencies: The Good, The Bad and The Bubbly'
William Dinning, 'Gilts - Even More Dangerous'
Russell Napier, 'Modern Monetary Bessies, Financial Repression & The Peril in The Third Knot (12/11/19)',The Solid Ground
October
Russell Napier, 'Seeing ‘the fifteenth rock’ on October 24th - with Great Power comes Great Competition (21.10.19)',The Solid Ground
Russell Napier, 'Time to ‘do a Larry’: Life, Miss Liberty and The Pursuit of Openness (01/10/19)',The Solid Ground
William Dinning, 'What to look for in the next six weeks'
September
Russell Napier, 'European Savers Beware: The Knitting is on the Wall (24/09/19)',The Solid Ground
William Dinning, 'Free Money – The Negative Yielding Debt Phenomenon'
William Dinning, 'What to do with the 40%?'
Russell Napier, 'The Unbearable Impoliteness of Seeing - Structural Fracture in Europe (03/09/19)',The Solid Ground
August
Russell Napier, 'Working Without a Net: The Failure of The IMF & The Real Risks of Emerging Market Investing (13/08/19)', The Solid Ground
Russell Napier, 'Newsflash: It’s the balance sheet, Stupid! (02/08/19)', The Solid Ground
William Dinning, 'What’s the Alternative? Part Two'
July
Russell Napier, 'A New China: Four Legs Good, Two Legs Bad. (17/07/19)', The Solid Ground
William Dinning, 'What’s the Alternative? Part One'
June
William Dinning, 'The Cost of Corbynomics'.
Russell Napier, 'The Jolt of The Needle - Record Low Bond Yields & The Earthquake That Follows. (19/06/19)', The Solid Ground.
May
Russell Napier, 'When is a trade war not a trade war? The Cold War “on the other side of the hill”. (13/05/19)' , The Solid Ground.
April
Russell Napier, 'Accidents Will Happen But They Are Not Randomly Distributed? (29/04/19)' , The Solid Ground.
Russell Napier, 'Can Dumb and Dumber save the day? (09/04/19)', The Solid Ground.
March
Russell Napier, 'It’s All Over Now, Baby Blue: Now the Deflation then The Repression (26/03/19)', The Solid Ground.
Russell Napier, 'Back To The Future: Nominal GDP Targeting aka Financial Repression', The Solid Ground.
January
Russell Napier, ‘Move Again: The Forthcoming Deal and the Rise of Sterling (31/01/19)’, The Solid Ground.
Russell Napier, ‘All Lies and Jests – Quantitative Tightening with Chinese Characteristics (03/01/19)’, The Solid Ground.
2018
December
Russell Napier, ‘The Long Sanity Clause Rally Begins (10/12/18)’, The Solid Ground.
November
Russell Napier, ‘1968 And All That: Too Few Shares or Too Little Money? (16/11/18)’, The Solid Ground.
William Dinning, 'Trade War Winners?'
October
Winning Dinning, 'October Wobble is not Recession Signal'
September
Russell Napier, 'Les Folies Lagarde', The Solid Ground.
William Dinning, 'Emerging Market Bear Market Coming to an end?'
August
Russell Napier, ‘Bringing up The Bodies in Emerging Markets’, The Solid Ground.
Russell Napier, ‘Turkey - Is repudiation the new normal?’, The Solid Ground.
July
Russell Napier, ‘More money means more problems - at least outside the US’, The Solid Ground.
William Dinning, What’s the Alternative? Part Two An introduction to the wide range of real assets and financial strategies available in the world of Alternatives’
Russell Napier, ‘China – A Country Matures, An Exchange Rate Declines’, The Solid Ground.
June
Russell Napier, ‘Strong’s Ghost and a Failure to Communicate’, The Solid Ground.
William Dinning, ‘What’s the Alternative? (Part one) Why non-traditional assets are attractive and why all investors need to consider them carefully’
May
Russell Napier, ‘Damn the Torpedoes - Jay Powell’, The Solid Ground.
Tommy Faber and William Dinning, ‘Electric Vehicles—the pros, the cons and Tesla’
William Dinning, ‘Is there a war on? 1940 is the last time the dividend yield on UK stocks was this much higher than the gilt yield’
March
Russell Napier, 'Japan, Paper Money and Certainty of Abuse' , The Solid Ground.