Articles by CFI Advisors 2018

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.