Views From The Bridge
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Some recent views
November 2008: ‘If these things were so large, how come everyone missed them?’ HM The Queen: 5/11/08
Sometimes, it is the simplest questions that are the hardest to
answer. One well-known politician admitted that having made a
statement, the interview question he most feared was
“why?” The question that the Queen asked at the
London School of Economics this month is not easily explained....
Read the November 2008 issue in full
August 2008: Three Views on Inflation
‘Answer me this one guv. If inflation is about rising
prices, why is the price of my house going down, the price of my
car going down and the value of my pension fund going down?
It’s not rising prices that worry me – it’s
falling ones.’ London cab driver
Read the August 2008 issue in full
June 2008: The Credit Crunch and Afterwards
Since the late summer of 2007 there has been a great deal of media
coverage of the so-called ‘credit crunch’ and the
effect that a sharp contraction in bank lending is having on the
economies of the developed world. Within capital markets there have
been two widely divergent views...
Read the June 2008 issue in full
February 2008: Debt in the Modern World
The problem is the explosive growth of debt in all its forms in
most of the developed nations and the overwhelming majority of
developing countries. Of course, the existence of debt and the
tendency for debt to grow through time are not new. Evidence of
legally enforceable contracts in ancient Egypt and Assyria has been
found by archaeologists.’ The words of Tim Congdon, a
member of the Shadow Monetary Policy committee, have a resonance
with a great deal of what we read in the media today...
Read the February 2008 issue in full
November 2007: Alan Greenspan’s The Age of Turbulence: Adventures in a New World
Two key rules for anyone retiring from a prominent position in
public life are: ‘Nothing is rolled up more quickly than the
red carpet’, and, when venturing into print: ‘Get your
retaliation in first.’ Regarding the latter, the pre-eminent
literary example is the history of the Second World War written by
Sir Winston Churchill, which sought to set out for all time the
definitive account of the 1939–45 conflict....
Read the November 2007 issue in full
August 2007: Britain Is Simply Not Saving Enough
Saving means different things to different people, so perhaps a few
definitions might be helpful. Saving is the act of postponing
consumption, so total savings equate to disposable income less
consumption. Gross income can be spent, saved or paid in
tax....
Read the August 2007 issue in full
May 2007: Equity Analysts in the Spotlight
One of the long-running investment themes at Taylor Young has been
that equity markets tend to be well supported by a continuing high
level of merger and acquisition activity. Over the past few
weeks, this activity - or a perception that activity is imminent -
has reached altogether new levels. Rumours of takeover have
swirled round a wide variety of the stocks in the FTSE 100 Index...
Read the May 2007 issue in full
February 2007: The Predators of Yesteryear
It is almost impossible these days to open a financial newspaper without reading of possible takeover
interest from private equity houses or overseas companies for a number of our larger quoted stocks.
Since the beginning of last year, Sainsbury has been the most prominent potential target for these buyout funds, although only a few weeks ago Pearson, the diversified media group, was also the subject of such attention. ...
Read the February 2007 issue in full
November 2006: Investment In Real Estate Companies
Read the November 2006 issue in full
August 2006: I’ll Be Back
Read the August 2006 issue in full
May 2006: JK Galbraith and ‘The Conventional Wisdom’
Read the May 2006 issue in full
February 2006: Whilst everyone else was on holiday
Read the February 2006 issue in full
November 2005: Out of sight, out of mind?
Read the November 2005 issue in full
August 2005: A View From The Bridge Edition 3
Read the August 2005 issue in full
May 2005: A View From The Bridge Edition 2
Read the May 2005 issue in full
March 2005: A View From The Bridge Edition 1
Read the March 2005 issue in full
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