Monthly Archives: February 2015

exploding inflation

Bonds: Negative yields say inflation is dead. Oh really….?

As more than 15% of the global government debt market enters negative yield territory we are truly living in extraordinary times. The corollary of those conditions is that the market is in effect pricing in no inflation. Oh really?

February 26th, 2015 by

Debt

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Chinese soccer fans of English Premier L

Looking for inflation? Check out Man Utd….

Through 2014 we wrote regularly about the critical value attached to live broadcast content. Recently we wrote about news content and Twitter and yesterday was sport’s turn to shine…

February 11th, 2015 by

Quality Franchises

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straightjacket

An Apple a day keeps the consultants away….

Apple is a phenomenal company. But for active fund managers its newly attained $700 billion market cap presents a number of difficulties. WealthiFi has a few thoughts on this…

February 11th, 2015 by

Value

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rates rocket

Bonds: The most important chart in the world today…

Lots to read on Greece, oil, corporate earnings and Apple but the critical driver of equities markets remains interest rates. Amid multiple headlines of central bank QE, rate cuts and record low yields you might want to watch this…..

February 11th, 2015 by

Debt

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