Articles by CFI Advisors 2018

2019

April

Russel Napier, 'Accidents Will Happen But They Are Not Randomly Distributed? (29/04/19)' , The Solid Ground.

Russel Napier, 'Can Dumb and Dumber save the day? (09/04/19)', The Solid Ground.

 

March

Russel Napier, 'It’s All Over Now, Baby Blue: Now the Deflation then The Repression (26/03/19)', The Solid Ground.

Russel 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.