Better-Management Newsletters keep you up to date with vital world issues. Note: no more until the New Year – your editor is AWOL from 26 November.
Scroll down to read the latest editions. Scroll to the end for links to previous editions.
Better-Management Newsletter 25 November
Geopolitics, US in limbo, EU problems mount, Energy conundrums
The warning is clear…Don’t go to Europe this holiday season…
After Brexit and “the Donald”, what next? Right wing France? Well we know from friends in France that they are very worried and not just about the Muslim hordes… but can this be correct?
As options look less palatable, it is only logical that the reactions will be more extreme. This article from Stratfor sets the scene…
We have seen Duterte in the Philippines lurch to the right and start killing the drug dealers. We have seen the Turkish abandon secularism and the new Islamic state of Turkey is now arresting all those who disagree. Perhaps the Turks may join the SCO instead of NATO now…
The problems being encountered by “globalisation” make one wonder whether enhanced versions of “nationalism” will replace that. These are Doug Casey’s views on that…
Iran tries to influence Trump’s position on the Iranian nuclear/sanctions issues…
Next of course is Italy’s referendum to be held on 4 December…
The US dollar is at 14 year highs and we are seemingly back in the “roaring 20’s”…from Seeking Alpha…
“The four major U.S. stock market benchmarks closed at all-time highs again on Tuesday, with the Dow ending above 19,000 and the S&P 500 finishing above 2,200 for the first time, and the Nasdaq and Russell 2000 posing new record closes. Futures markets suggest U.S. equities will stabilize today, as oil steadies after an impressive run. Investors are also looking toward U.S. reports on jobless claims, durable goods and consumer confidence. “
And from the Financial Times…
But how will Mr Trump deal with his inherited mountain of debt? Add to it perhaps?
This year USD1.8 trillion of extra government debt was added to the US ledger and that means plenty of window dressing that stops in 2017.
Folk were too polite to talk about the Ford Motor Co downturn…because that would have spoiled Hillary’s story. But the auto sales problems are just beginning…
The USA could move into recession in 2017 despite the Trump promise of jobs for all. One signal is the new car sales. Part of the spike in debt from auto loans, credit card debt, student loans and general business debt that all adds up to a “sword of Damocles” hanging over the US economy.
Europe isn’t travelling too well either…
Spooky coincidences and two banks that look like they were managed by Charles Ponzi…
I know that exponential growth in a finite world must soon come to an end. I am not sure when, nor what to do about the consequences. Yet in this conundrum, the only solutions involve unthinkable options. The crash approaches ….
Which banks present the most globally systemic risk?
Let’s just reprise…if one fails, all fall down. Like the plague of the 15th century.
Hedges and other derivatives act to benefit one party at the expense of another…there are always winners and losers. However I doubt we will soon find out how much has been won and lost in the oil price collapse after mid 2014. Mexico seems a recent winner…
The derivative losses are in the low trillions from the oil price crash according to some folks. I wonder how these will affect the global economy?
The war on cash seems to be a global initiative…probably supported by the IMF and G20 countries…another form of globalised initiatives to control the vastly greater numbers of people than there were pre WW2 (i.e. formerly 2.5 billion, now 7.4 billion). India and Mexico is where the process seems silliest…
The British public see the same wage pressures that have given rise to Trump…
The ECB is warning of a risky time to come…aren’t things bad enough in the EU already?
The US dollar is rising against other currencies and is arguably in very short supply. How will this affect emerging markets?
Including the Chinese Renminbi…
Things are getting just plain weird!
Sooner or later the massive Ghawar oil field has to max out its water cut. Already the Saudis are separating far more water from the Ghawar oil than the oil itself. So they must start to ramp up offshore exploration for when Ghawar dies…(then the world loses 5 million bbls per day of sweet light Saudi crude)…
As well as selling off part of Saudi Aramco of course…
Meanwhile in the USA, President Elect Trump is getting set to change everything about fossil fuels…
The coal workers and oil drillers elected him and he intends to deliver…
On 30th November OPEC meets to try to deal with the surplus oil production and increase oil prices.
Of the oil surplus some is from the North Sea and has been held in tankers…
Meantime a sensible move by Tesla and excellent marketing…
“Now that Tesla has officially acquired SolarCity (NASDAQ:SCTY), it’s not wasting any time showing what the combined entity can do. The company is running the island of Ta’u (in American Samoa) on a solar energy microgrid that, at 1.4 megawatts, can cover “nearly 100%” of its 600 residents’ electrical needs. It’s not just the 5,328 solar panels that are key – it’s the 60 Tesla (NASDAQ:TSLA) Powerpacks that offer 6 megawatt-hours of energy storage.”
I have been trying to validate progress with these battery claims, but it appears they are not yet “out of the laboratory”. In other words unlikely to be commercialised for some time…
There is still plenty of time for the mythological EESU to “cut them off at the pass” …or not, as the case may be.
Better-Management Newsletter 19 November
Geopolitics: like horse racing, the only certainty is the uncertainty.
Donald Trump has a recipe for everything, albeit several are evolving as January 19th 2017 approaches and his new team are selected.
The problem is that instead of a heading the USA into a deflationary crisis, he could lead the world into a high inflationary crisis. Or not? How he won the POTUS is intriguing to many. He secured the Republican nomination against all odds and reason because he appealed to core values of people’s jobs and incomes as spelled out in the Daily Reckoning article below. But how he landed the White House was as much due to the way Hillary alienated her core constituency. Also the fact that, as President Abraham Lincoln said ‘you can’t fool all of the people all of the time’.
IMHO, the Clinton Foundation’s activities since Bill’s days in the White House have bordered on the illegal (as per Jerome Corsi’s book on the subject) and Hillary has crossed the line by using her Secretary of State role to advance the Clinton family’s personal endeavours. Along with the Benghazi fiasco that led in part to the strengthening of Al Qaeda and ISIS, Hillary’s aid, Ms Huma Abedin also caused her to lose parts of her core constituency…
Donald Trump cannot deliver for his coal mates in part because there is too much cheap natural gas in the USA and that is a cheaper energy source than coal as well as being less polluting. But he will usher in an era of protectionism and create huge government deficits as he creates “shovel-ready” jobs. I will elaborate further in the Economy section.
The world’s problems are not just too much debt and flourishing currency wars. Society within the “globalised” OECD has been given an injection of socialism that persuades everyone that the state owes them a living.
Many, many emails ago, possibly 8 years ago, I alerted you to the writings of Ayn Rand, the author of “Atlas Shrugged,” a book about the way she thought this creeping socialism will end. Perhaps we have already seen some of the results of using globalisation to transfer low wage roles from our own school leavers to the poor of other countries – and the dissatisfaction of the dispossessed. Unfortunately we have also transferred knowledge of all manufacturing processes, together with the intellectual property and capital equipment to the low wage economies – as well as the access to raw materials. So now the OECD has been largely hollowed out and our poor live on handouts. So the USA now has Trump – the antithesis.
“Who is John Galt?” the catch cry of “Atlas Shrugged” is now reflected by hosts of folk (from the wealthy to the poor) who see a more resource constrained future and look to opt out as either “preppers” or people with alternative lifestyles.
Soon we will have artificial intelligence and automated robots within the mainstream. This means fewer human jobs and more comfort and leisure for those with money to spend. Nationalism and Protectionism are looking almost inevitable and our leaders have not sought alternative strategies to globalisation and free trade.
Australia and New Zealand were established as part of the first 18/19th century globalisation drive and our economic models are based on the export of food and resources. If the anti-globalisation forces erect trade hurdles for us, what then is our strategy?
The next round of political upheavals is the Italian referendum in early December. But meanwhile President Hollande and Chancelor Merkel must be worried about their tenure from 2017. Frankly, I believe they deserve the Trump treatment after inundating their respective countries with a tide of Muslim immigrants, who arguably never intended to merge with the existing, mainly secular society. I tend to agree with Doug Casey, below….
This video of the streets of Paris shows some of the “refugee’s” impact…how much damage is that doing to the “City of Love” and who wants to go there to see the sights?
Populism …people power …. is spreading….
I think the inability of people like Obama to understand why globalisation has failed many people and why it will just get worse, means that few of America’s allies will try to change course. The fundamental issue, that we cannot have continued exponential growth in a finite world, is simply not accepted and probably not understood.
In the present, many younger economists are concerned about the impact of baby boomers’ welfare on OECD economies. But they have failed to realise that boomers are now far less numerous as a discrete class than “millennials” …those folk who reached adulthood after the year 2000. Boomers are now as economically irrelevant as their/our own post-WW2 parents were in the 1990’s. Each successive generation is exponentially larger than that which went before. In terms of wealth generation for humans that seems OK until we factor in limits to growth in a finite world.
Much of the present media attention is about Trump and is now about who he will choose for his cabinet…not the collective impact of the new policies he brings with him…
Regardless of whatever The Donald does, his family will seemingly be an endless source of delight for the media…
Trump is already having an economic impact on America’s neighbours…from Seeking Alpha…
“Mexico’s central bank hiked interest rates to their highest in over seven years on Thursday and warned that the election of Donald Trump had cast doubt on the direction of Latin America’s second-largest economy. The decision to raise its key rate by 50 bps to 5.25% “seeks to counteract inflationary pressures,” Banxico said in a statement, adding that it stood ready to take further action if needed.
Amid fears a Trump administration will tear up NAFTA, the Canadian Manufacturers and Exporters group is lobbying the government to protect the U.S.-Canada trade relationship, even if that means losing the trilateral partnership with Mexico. As a result, Mexican and Canadian leaders will hold talks this weekend on the potential impacts Trump could have on the free trade agreement.
Meanwhile, leaders of Pacific Rim nations are gathering in Peru to salvage hopes for regional trade as prospects dwindle for the U.S-led Trans-Pacific Partnership. Discussions at the Asia-Pacific Economic Cooperation summit will be dominated by fears of rising anti-globalization sentiment in the West and China’s burgeoning role in global trade. “
This interview below with Jim Rickards provides and excellent summary of how the issues facing President-elect Trump are so strikingly different from those that faced Ronald Reagan.
If the system freezes in the way Jim predicts, you will likely lose all access to your bank accounts while a bank holiday occurs.
Remember my personal reaction? Hold enough bank notes under your mattress (or wherever) to last out a two month bank holiday. Prepare to lose some of your bank deposits over a certain minimum sum (that will only be known when the “balloon goes up” – but probably less than $200,000) that will become part of the bank’s share capital. Hold some low denomination precious metal coins in case inflation become hyper-inflation. And hold non-financial assets to avoid share and property market crashes.
Warren Buffett doesn’t seem to be fazed by the Trump election…
Of course Buffett banks on the status quo. There will also be numerous investment options that open up as things change. Many of Buffett’s investments lie in globalised businesses…those multi-nationals that pay little or no tax anywhere and hold their huge multi-trillion cash deposits in offshore jurisdictions. He is a beneficiary of everything global.
But already since the POTUS election, the global bond markets are swooning…
Janet Yellen looks like she will start the increases to interest rates in December – regardless of impact, but safe in the knowledge that Trump’s spending will counteract any small increases…and this won’t help the bond markets…
And some think we may depend on Trump to either spend or break all his election promises…
This of course affects the countries whose currencies compete in the zero sum exchange rate wars…
Meanwhile… The ECB seemingly keeps propping its economy up…from Seeking Alpha…
“Mario Draghi has sent a strong signal that the ECB will extend its €1.7T bond purchase program next month, warning that the eurozone’s weak economy remains clouded by risks and heavily reliant on the central bank’s stimulus. “We cannot yet drop our guard,” he said at the European Banking Congress in Frankfurt. “The ECB will continue to act, as warranted, by using all the instruments available” until inflation picks up sustainably. “
And no-one has done anything to help Greece…from Seeking Alpha…
“Greece is warning Germany and other creditors to agree on a debt restructuring in the coming weeks, or miss the best chance to bring its seven-year crisis to an end. “If we kick the can down the road and say we will decide in two years about how to make Greece’s debt sustainable, then investors will also postpone decisions about investing in Greece,” Finance Minister Euclid Tsakalotos declared. “
Nothing has changed in China…except that the Chinese have seemingly stopped increasing coal production/ consumption, and are assuring the rest of the world they are committed to a renewable energy future….
Emerging markets are being roiled by a shortage of US dollars to match market demand. So it isn’t just in India where they have removed favoured bank notes from circulation that there is a looming cash shortage….how an injudicious move can wreck an economy:…
The accord within OPEC continues to be complicated as it isn’t just Iran that is holding out on limiting oil production…from Seeking Alpha…
“Iraq would have to compensate international oil companies for limits placed on their production, according to industry sources, further reducing the prospect it will join any OPEC deal to curb the group’s output. A strengthening U.S. dollar is also weighing on prices. A stronger greenback makes oil, which is priced in dollars, more expensive to buyers in other currencies. Crude futures -1.5% to $44.72/bbl at time of writing. “
But OPEC is seemingly getting closer to a deal and today’s oil price reflects that optimism…
The Tesla-Solar City link up is a step into the future by Elon Musk. The takeover has been approved and now people look to Tesla to usher in the age of solar power for home and transport…with solar roofs thrown in for good measure…
But is Elon over-reaching? I think he is, but that remains to be seen.
Previous Better-Management Newsletters
- better-management-newsletter-16-november-2016 – Geopolitics gets more uncertain by the day. What will President-elect Trump really do, and when, and what effect will that have on the rest of the world?
- better-management-newsletter-13-november-2016 – Geopolitics = Trump, Trump, Trump. Ditto economics. Then oil as a byline
- better-management-newsletter-29-september-2016 – The world holds its collective breath awaiting November 8
- better-management-newsletter-20-october-2016 – A mixed bag as risks grow by the day – and a couple of other newsletters
- better-management-newsletter-12-october-2016 – Various
- better-management-newsletter-10-october-2016 – The next POTUS? Russia, oil and economy forecasts
- better-management-newsletter-7-october-2016 – Early warning time. Is it time to think about bail-ins in NZ and Australia?
- better-management-newsletter-3-october-2016 – US corporations are the most dangerous litigants – Brexit, coming soon – October, when things turn “pear shaped” – The Deutsche Bank fiasco continues
- better-management-newsletter-2-october-2016 – Syria and Washington’s propaganda, North Korean threats, a world of finite resources, Deutsche Bank fiasco, a trail of bank malfeasance, Property bubbles, the ‘yellow peril’, a shooting war in the South China Sea? Higher productivity means more population.
- better-management-newsletter-29-september-2016 – ISIS failing? Most economies sinking. So much depends on what oil prices do.
- better-management-newsletter-27-september-2016 – Geopolitics (most important takeaway is George Friedman’s 31-minute video, the 3rd link below)
- better-management-newsletter-25-september-2016 – Financial crash forecasts ramping up, more geopolitical messes
- better-management-newsletter-22-september-2016 – More news expanding on yesterday’s newsletter
- better-management-newsletter-21-september-2016 – Another round of events, data and views that keep pointing downhill, economy-wise
- better-management-newsletter-17-september-2016 – As Albert Einstein once said (something like): “There are only two things that are infinite, the universe and human stupidity; and I am unsure about the universe.”
- better-management-newsletter-14-september-2016 – This newsletter describes several major current issues that all suggest our world is heading downhill fast…..
- Better-Management Newsletter, 7 September 2016 – Real estate prices soar in NZ, fossil fuels, politics gets even nastier, precious metals soaring for now, oil awaits reality to strike
- Better-Management Newsletter, 4 September 2016 – US stats “lipstick on a pig”, depression pending, oil manipulation, gold to back currencies, can society cover its increasing costs?
- Better-Management Newsletter, 30 August 2016 – The American global hegemony, Brexit, GDP as a measure, oil, superannuation, derivatives and that inevitable global collapse
- Better-Management Newsletter, 25 August 2016 –
- Better-Management Newsletter, 3 August 2016 – This newsletter focuses on financial manipulations, in particular, banks
- Better-Management Newsletter, 26 July 2016 – This newsletter will focus on explaining my preoccupation with oil, and a key measure, Energy Return of Energy Input, EROEI. Then onto some important geopolitical factors.
- Better-Management Newsletter, 24 July 2016 – Lurching from crisis to crisis, more pieces to the puzzle
- Better-Management Newsletter 21 July 2016 – No theme for today’s newsletter, just a large range of imponderables that, one way or another, are and will affect our future.better-management-newsletter-2-october-2016
- Better-Management Newsletter, 19 July 2016 – Brexit getting more complicated / Turkish coup an Erdogan play? / USA gun lies / Economics stats – more lies / Oil stats lies too, and likely chaos
- Better-Management Newsletter, 18 July 2016 – Chaos in the US, France and Turkey – martial law coming? / Britain’s new PM is shaking things up / Italy’s banking crisis worsens / Self-driving cars hotting up / Venezuelan fiasco
- Better-Management Newsletter, 11 July 2016 – Financial and market crash – when? BIS, IMF flashing warning signals. Other indicators of trouble. Lord Chilcot’s report re Iraq
- Better-Management Newsletter, 9 July 2016 – NATO, who’s threatening who, and why? Precious metals and the banksters. Crash predictions
- Better-Management Newsletter, 7 July 2016 – That vexed TPPA, even more geopolitical mess, ditto economies, gold and silver rising, oil vexations, Tesla’s dicing
- Better-Management Newsletter, 3 July 2016 – Precious metals, gold and silver, the Australian election, more on the “deep state”
- Better-Management Newsletter, 2 July 2016 – Globalisation and what it was meant to achieve…. and the probable cause of global systemic collapse. Brexit and its implications.
- Better-Management Newsletter, 29 June 2016 – Brexit and its repercussions / Globalisation RIP? / Currencies, gold and silver – where now?
- Better-Management Newsletter, 28 June 2016 – Brexit – a remarkably wide range of views on why it happened, and what’s next
- Better-Management Newsletter, 24 June 2016 – Demography, global warming, economics, geopolitics, energy, china, batteries and china.
- Better-Management Newsletter, 23 June 2016 – Doctrinal correctness is used to mask the reality of the coming collapse
- Better-Management Newsletter, 20 June 2016 – China, playing with fire – tensions rise, and rise, and..
- Better-Management Newsletter, 18 June 2016 – The economy on life support / Geopolitics updates / Energy storage / Australasian property and debt / Water drying up / Oil inventories dropping / Gold going up and up
- Better-Management Newsletter, 12 June 2016 – How the GFC happened, and why the next one will likely be worse
- Better-Management Newsletter, 11 June 2016 – The coming recession (or depression?) / Brexit pending – with what results? / The race to POTUS heats up further
- Better-Management Newsletter, 10 June 2016 – Economics: more mess / France tearing itself to bits / Geopolitical and economic trends – dodgy
- Better-Management Newsletter, 5 June 2016 – Now taking Trump seriously / The real US figures are disastrous / Olympian disaster? / Renewable energy / Oil slowly sinking
- Better-Management Newsletter, 26 May 2016 – More EU smoke and mirrors / China – ditto / Tayyip Erdogan thinks Germany is stupid / Renewable Energy, some progress / Earth’s surface not so stable / The crooked US banks and DOJ / Water, water not everywhere / Chinese puzzles
- Better-Management Newsletter, 22 May 2016 – Refugee crises / G7 and currency wars? / Pension Plans go belly up / Oil oscillations / Which way for energy? / The Pacific Ring of Fire
- Better-Management Newsletter, 20 May 2016 – Syria: will the US blink first? / Economic roulette / Oil gaming / Silver a better bet than gold
- Better-Management Newsletter, 18 May 2016 – The Brexit referendum draws near / Oil markets, re-balancing of sorts / China strong-arming / Islamism, a way forward / Shorting US shares
- Better-Management Newsletter, 16 May 2016 – Civilian aircraft dangers / US is provoking Russia / EU governance by elites / US: the peasants are revolting / India now the driver of oil demand
- Better-Management Newsletter, 14 May 2016 – Hydroelectric power growth / The war on thrift / Split views on gold / Shale oil, RIP / Immigration and the death of democracy
- Better-Management Newsletter, 13 May 2016 – What global recovery? / Resource depletion accelerates / Gold and silver flowing East / Lies about UK immigrant numbers
- Better-Management Newsletter, 12 May 2016 – Physics, Geology top politics and global warming theories / Oil reserves falling / World population, growth falling / Deflation is extant
- Better-Management Newsletter, 10 May 2016 – Borrowing carnage / Gold hots up / Oil is about politics now / More failed states = more refugees
- Better-Management Newsletter, 8 May 2016 – Compulsory superannuation: the “lucky country” gets it wrong / TPPA: more now realise it’s a big corporation con / Oil: Saudis panicking / Failed and failing states: why? / Activity on the ring of fire: dire forecasts?
- Better-Management Newsletter, 7 May 2016 – Brexit or bust? / Global wobbles? / Grexit too? / Abe getting desperate / Governmental stupidity / Syria, US still losing
- Better-Management Newsletter, 3 May 2016 – US dollar loses strength / Oil prices retreat / Ottoman Empire encore
- Better-Management Newsletter, 2 May 2016 – Nuclear Power rebounding / Oil and the petrodollar demise / Saudi Arabia in deep trouble / US employment figure lies
- Better-Management Newsletter – 29 April 2016 – Saudi oil and religious wars, and a 911 red herring / The oil war dangers grow / Chinese economy shenanigans / President Xi Jinping takeover
- Better-Management Newsletter – 22 April 2016 – Lithium boom?? / Chinese enigma / Oil uncertainties / The banks’ GFC carnage; now the US shale oil Ponzi / A post-collapse action plan
- Better-Management Newsletter – 20 April 2016 – Oil – the plot thickens / COP21 gave China a free pass to pollute / EU deal with Turkey to return asylum seekers? / Government statistics lie / Central banks destroying the global financial system
- Better-Management Newsletter – 19 April 2016 – Saudi Arabia v. USA / A medley of geopolitical problems
- Better-Management Newsletter – 15 April 2016 – Oil the energy / The past global treaty, a fraudulent relic / Breton Woods RIP, 1944-2016?
- Better-Management Newsletter – 14 April 2016 – China – economic disaster looking / TBTF US banks in trouble / Global growth is an illusion
- Better-Management Newsletter – 7 April 2016 – Panamagate reveals China’s money exodus / New Zealand is in this financial quagmire / China has created the housing bubble
- Better-Management Newsletter – 6 April 2016 – Oil price, and shale fiasco / IMF warnings / Germany getting sicker / Panamagate exploding / Geopolitics – even more messy
- Better-Management Newsletter – 28 March 2016 – Electric vehicle progress depends on far higher capacity and much lower cost batteries
- Better-Management Newsletter – 25 March 2016 – Europe’s economic dysfunction / Ditto the US Fed / NZ’s socialist ideas / China’s economic plans / Real estate bubbles / The approaching water wars
- Better-Management Newsletter – 23 March 2016 – Advice to the next POTUS / Focus on the EU disaster / The aftermath of Brussels / Extremism begets extremism
- Better-Management Newsletter – 17 March 2016 – Fact: the world does need to transition to another form of energy / Our societal complexity and conflicting demands / But do we have the financial resources? / Putting off the evil day
- Better-Management Newsletter – 16 March 2016 – The root cause of the problem – posing as deflation / Lithium, handy but not our salvation / With meddling, the crash is likely to be the worst ever seen
- Better-Management Newsletter – 7 March 2016 – Something is terribly wrong / When and how will it ever end? / Continent by continent: trouble / Oil speculation
- Better-Management Newsletter – 5 March 2016 – Central bankers – frightening / Also frightening: China / Gold versus silver? / Not all oil is the same / The illusion from cheap money/credit / The oil casino
- Better-Management Newsletter – 4 March 2016 – Have central banks reached the end of the road? / Everyone is attacking Donald Trump (except most of the voters) / Is global cooling worse than global warming? / Will globalisation continue?
- Better-Management Newsletter – 2 March 2016 – Lackluster performances / G20, boring / China, not good / Ditto the EU and UK / Repeating the mistakes of 2008 / Gold, creeping up / Oil, getting dodgier
- Better-Management Newsletter – 25 February 2016 – Negative interest rate hidden agenda, an admission of defeat / Crash may now be inevitable / Meanwhile banks are already in big trouble / Local steel companies in trouble / Political misdirection in trumps (not Donald…) / Frightening: “Confessions of an Economic Hit Man”
- Better-Management Newsletter – 23 February 2016 – The global economy? Nothing good / European banks no better off / Farming prices down too / China raising the stakes / Boris and Donald leading the way? / How to destroy your economy
- Better-Management Newsletter – 16 February 2016 – Up, up and then?? / On the edge of a precipice / The pipeline effect / What’s next?
- Better-Management Newsletter – 13 February 2016 – Gold prices rising / Gold prices rising / Merkel must be squirming / Commodities pain / The underlying threats / Electrical energy storage
- Better-Management Newsletter – 10 February 2016 – Global recession bandwagon / Russia, Assad, Iran winning in Syria
- Better-Management Newsletter – 9 February 2016 – Economic Armageddon: when? / The unfolding sorry saga / Gold and silver moving
- Better-Management Newsletter – 7 February 2016 – As the global economy burns / Technology could save us?? / When will oil prices rise? / Oil prices: cause and effect
- Better-Management Newsletter – 3 February 2016 – Low oil price may lead the world into GD2 / USA drives global finance – what next? / BREXIT still work in progress
- Better-Management Newsletter – 2 February 2016 – Chinese banking and economy: worsening / Oil: pump ‘til they’re bust / Waiting for Godot – and EVs / The invasion of Europe / Silver shortage?
- Better-Management Newsletter – 1 February 2016 – Putin and allies are winning WW3 already / Economists’ fairy stories / Oil: expect austerity / USA unemployment figure fiction / The Seneca effect: slow growth, fast decline
- Better-Management Newsletter – 31 January 2016 – More helicopter money / The dumbest economists live in the USA
- Better-Management Newsletter – 30 January 2016 – Society’s master resources: Oil and Electricity / When money dies / The IMF has started bailouts early
- Better-Management Newsletter – 28 January 2016 – US self-delusion on oil / TPP last thing the world shrinking economy needs / Clueless in Davos / China to tick off North Korea?
- Better-Management Newsletter – 27 January 2016 – Obama decisions worst of any POTUS / Climate change fraud / China even dodgier / Like Stalin’s Russia / Saudi Arabia changes allegiances
- Better-Management Newsletter – 26 January 2016 – Prognosis for 2016: very worrying / Shonky economic reactions / Economies reliant on real growth in China / Economic, financial and political chaos worsens
- Better-Management Newsletter – 13 January 2016 – China clamps down / Commodity prices crashing, junk bonds rubbished / Major global institutions are in turmoil / Oil: everyone is losing money now
- Better-Management Newsletter – 11 January 2016 – The nature of the collapse of complex societies / Resource depletion was a source of stress / The depletion of resources / Fossil fuels enabled development / The Chinese economy is already in trouble / Frau Merkel’s problem / The interaction between energy and the global economy
- Better-Management Newsletter – 8 January 2016 – A diabolical start to 2016 / China in dire straits / IMF, WB official stories / Oil in more crisis / 7 geopolitical hotspots
- Better-Management Newsletter – 21 December 2015 – 2015 in retrospectively – terrorism, climate change, oil depletion, financial turmoil et al
- Better-Management Newsletter – 19 December 2015 – Another motive for the Fed rates hike? / Business as usual Stupid! COP 21 revisited / The oil disaster continues / Cyberspace espionage and dodgy ‘multilateral’ internet changes / China flexing its muscles in the South China Sea / Japan isn’t taking Chinese aggression lying down / Global recession – if or when?
- Better-Management Newsletter – 17 December 2015 – What does the Fed’s small rise in interest rates mean to the US and the rest of the world, and what did ZIRP do anyway?
- Better-Management Newsletter – 16 December 2015 – China’s brinkmanship / Janet Yellen says she will increase interest rates
- Better-Management Newsletter – 22 November 2015 – “The Collapse of Complex Societies” / The warped ideal of multiculturalism / Infrastructure cannot be maintained / Disconnect between the reality that growth requires extra energy
- Better-Management Newsletter – 20 November 2015 – State intrusion / EU nearing its end? / Caterpillar gives up on China / American corporates eating themselves / NZ follows NSW State in rejecting sea level scaremongering
- Better-Management Newsletter – 18 November 2015 – How badly is the OECD financial system under threat? / Houston, Europe has a problem
- Better-Management Newsletter – 16 November 2015 – Financial market warnings increase – to danger level? / protecting their own illusions with QE, ZIRP and NIRP / AAA mortgage backed securities of 2006-2007 initiated the GFC
- Better-Management Newsletter – 14 November 2015 – Another ISIS atrocity in Paris. Where next? / Bush, Blair, Howard et al enabled the creation of ISIS
- Better-Management Newsletter – 13 November 2015 – EU printing more ‘money’ only a palliative / Chinese aggression
- Better-Management Newsletter – 12 November 2015 – Will the EU unravel, or will the EU bureaucrats win again? / A growth economy v. a replacement economy / COP21 in Paris: ground hog day / Will the EU unravel, or will the EU bureaucrats win again?
- Better-Management Newsletter – 11 November 2015 – Global economic risks tilting to the downside? / Oil supplies and prices still falling / The world is using less energy / Russia: economy dodgy, but taking control in the Middle East
- Better-Management Newsletter – 10 November 2015 – Global economy is shrinking / China’s trade shrinking too / How many human workers will the world need? / Oil Companies in survival mode / Gas and coal in trouble too / General Electric, back to core business
- Better-Management Newsletter – 7 November 2015 – The economy: oil prices, stocks, down; tech stocks up / When the cult of central banking collapses / Bitcoin bounce / Latin American economic yoyo / Saudi water problems / Fraud and the apostles of AGW / Oil: Obama pontificates
- Better-Management Newsletter – 5 November 2015 – And the winner will be: man or Gaia? / De-growth is their aim / Will COP21 be more successful than past failures? / The philosophical argument for changing course
- Better-Management Newsletter – 4 November 2015 – Nigel Farage describes the EU – accurately / Apocalypse when? / Super-battery, key to future energy use / Will we have de-growth or a crash?
- Better-Management Newsletter – 3 November 2015 – Printing money doesn’t work now / The EU is in trouble / ‘Climate change’, the never-ending gravy train / Lies, damned lies and oil figures / Islamic catastrophe
- Better-Management Newsletter – 1 November 2015 – Scientists’ scams / Growth based on hope and scientific BS / The oil-rich are frittering away their wealth
- Better-Management Newsletter – 31 October 2015 – Confidence is everything – until it’s lost / EU shambles / Gold and silver a vital back-stop
- Better-Management Newsletter – 30 October 2015 – Doug Casey: crash next year? / Corporate results tanking / Bankers, spelled with a “W” / Housing bubble ending? / Oil, majors in trouble
- Better-Management Newsletter – 29 October 2015 – Banksters rule the world via CDSs / Chinese coercion – the Spratly Islands / “British Industry” is an oxymoron / Climate Change – COP21 degenerates / USA – budget madness / Oil – who would be mad enough to invest?
- Better-Management Newsletter – 27 October 2015 – To crash or not to crash, that is the question / Cherry-picking activists / Banking community welcomes China / Will the EU fall apart? (Or when?) / Indonesia – death by smoke
- Better-Management Newsletter – 25 October 2015 – Collapse in oil prices could trigger next GFC / Even biofuels get hit / USD70/bbl needed to avoid oil supplies crash / Middle East oil – even murkier / European winter of discontent / Chinese hard landing? / Russian public approve of Putin
- Better-Management Newsletter – 23 October 2015 – Collapse in oil prices could trigger next GFC / Even biofuels get hit / USD70/bbl needed to avoid oil supplies crash / Middle East oil – even murkier / European winter of discontent / Chinese hard landing? / Russian public approve of Putin
- Better-Management Newsletter – 21 October 2015 – Still no alternative to fossil fuels / Global economy (artificial) bounce / Canada shifts to populist green-left / China charm offensive / Oil glut and price war continues
- Better-Management Newsletter – 15 October 2015 – The Ides of Autumn / Recession bites / Gold and silver prices rising
- Better-Management Newsletter – 14 October 2015 – Market reports – hyped or crashing / US re-defines employment / What happened to MH17?
- Better-Management Newsletter – 11 October 2015 – The future collapse bandwagon / US – more bullying
- Better-Management Newsletter – 9 October 2015 – Wall Street frauds continue / Gold rules OK / Saudis bomb Yemen – why? / US now irrelevant in Syria
- Better-Management Newsletter – 8 October 2015 – China shifting to consumer-driven / German, Japanese too-big-to-fail banks / Oil…is a change in the wind? / Middle East powder keg / The USA is no longer governable
- Better-Management Newsletter – 7 October 2015 – “It’s the (real) economy stupid” / The Trans Pacific Partnership looks promising / Military build-up in the ME is worrying
- Better-Management Newsletter – 6 October 2015 – TPP: corporate winners, agriculture loses / Economic optimism? / Cost to (appear to) change the global climate? / What became of the GFC? / Religious regression
- Better-Management Newsletter – 2 October 2015 – Germany’s cheats and banksters / Syria: Russia embarrasses the rest of the world / More USA can-kicking / Will China have a hard landing? / Global economic gloom / Oil exploration grinds to a halt
- Better-Management Newsletter – 1 October 2015 – ZIRP like QE causes mal-investment and bubbles / Share movements in the September quarter / Oil, cheap for a while longer? / Putin side-lines the West
- Better-Management Newsletter – 30 September 2015 – World Markets ratchetting down / Watch this Carl Icahn video NOW! / Financial ‘games’ / NZ and Australia bow to UNESCO demands
- Better-Management Newsletter – 25 September 2015 – More dropping interest rates / VW fiasco a casualty of the global warming fraud? / Cunning Putin now in Syria / Oil – the battle between the sheikhs and shale
- Better-Management Newsletter – 24 September 2015 – US share market in rarefied territory / The fall is always faster than the rise / Volkswagen fiddles emissions, cops gigantic fine / A sea of red ink / National sovereignty dies / Avian flu hits the USA / Oil field depletion accelerating
- Better-Management Newsletter – 23 September 2015 – Indicators of economic activity / U.S. futures are deep in the red / Russia’s pros are fleeing / USA: war criminals and visitors / The EU refugee crisis: breaking up the consensus / Whither the petro dollar? / Being a Muslim in the OECD
- Better-Management Newsletter – 22 September 2015 – Indicators of economic activity / U.S. futures are deep in the red / Russia’s pros are fleeing / USA: war criminals and visitors / The EU refugee crisis: breaking up the consensus / Whither the petro dollar? / Being a Muslim in the OECD
- Better-Management Newsletter – 21 September 2015 – The origin of the species / Russians and Chinese chase gold / Blame the Fed / Greece: déjà vu
- Better-Management Newsletter – 20 September 2015 – The US Fed: more can-kicking / EU Migrant crisis / Greece: bail-ins next?
- Better-Management Newsletter – 19 September 2015 – Economics 101 / Fibre to the node / Gas and oil prices still dropping / The refugee crisis, or the Islamic invasion of the EU? / China hoarding oil / Chinese bluster
- Better-Management Newsletter – 18 September 2015 – US Fed interest rates decision / Fussing about nuclear fusion / The sorry state of the European Union
- Better-Management Newsletter – 15 September 2015 – Australia: don’t panic / China’s fake figures / Geopolitics get messier / Weather and climate: colder either way?
- Better-Management Newsletter – 14 September 2015 – EU failures – refugees and much more / Goldman and financial engineering / China importing gold in bulk / Pavarotti’s successor?
- Better-Management Newsletter – 13 September 2015 – The hubris of our modern technocracy / The “Malthusian nightmare” delayed / More states are failing / Jevons Paradox / Our leaders are failing us – appallingly
- Better-Management Newsletter – 12 September 2015 – EIA oil propaganda / Silver price manipulation continues / Argentina and Venezuela in trouble / Money wars escalate
- Better-Management Newsletter – 10 September 2015 – Big bank folly / Share market still wobbling / Chinese money escapes into overseas property / The EU in turmoil
- Better-Management Newsletter – 9 September 2015 – Stock exchanges stabilised overnight / Worries about the spread of Islam / When will oil prices bounce up?
- Better-Management Newsletter – 7 September 2015 – What is the truth about Chinese growth? / Oil – how long before its death? / Climate change? No, weather / The EU and the 4th Reich
- Better-Management Newsletter – 4 September 2015 – Share markets, a lull? / China in the driver’s seat – up and down / China brings back the cold war / Oil – fewer places to drill / Migration tragedies growing
- Better-Management Newsletter – 3 September 2015 – Geopolitics getting more fractious / EU: the threat to unity has never been greater / Share markets still wobbling / Oil: prices don’t reflect supply and demand
- Better-Management Newsletter – 1 September 2015 – The next GFC – October-itis? / Is China growing? Unlikely / Japan and several ‘Asian Tigers’ struggling / Europe deflation / Oil price bounce
- Better-Management Newsletter – 27 August 2015 – Energy Storage breakthrough? / China’s inexplicable economy / The Falkland Islands problems return / Oil prices – still plunging / Share markets wobble / The shale Ponzi scheme death-throes / The amazing hubris of technology boosters / Bankers still stalling
- Better-Management Newsletter – 26 August 2015 – Stock market(s) crashing? / Shale oil production in USA has peaked / Israel versus Iran
- Better-Management Newsletter – 24 August 2015 – Watching the share markets’ downturn – or start of ‘the’ forecast crash? / Solid-state batteries / US fires raging / Civilisations collapse due to the creation of complexity
- Better-Management Newsletter – 22 August 2015 – North Korea “on the brink of war” / Share markets keep falling
- Better-Management Newsletter – 21 August 2015 – Oil prices will dramatically surge / Weird geopolitics / Economics – indicators of a detectable slide?
- Better-Management Newsletter – 20 August 2015 – Has the stock market started crashing? / China’s dynamics differ from Japan’s / The antidote to mayhem / Remember bankers you could trust?
- Better-Management Newsletter – 19 August 2015 – More doomsday stuff / The currency wars heat up / Chinese shares into the red today / Europe’s migration crisis
- Better-Management Newsletter – 17 August 2015 – Approaching a Global Deflationary Crisis, and the dire results of the Keynesian obsession
- Better-Management Newsletter – 16 August 2015 – What will cause the economic collapse, and when? / Oil misinformation / Greek democracy RIP / is growth in debt real growth?
- Better-Management Newsletter – 14 August 2015 – Precious metals and China / Currency ‘wars’ / EU is a disaster zone / Saudis and Russians at loggerheads
- Better-Management Newsletter – 13 August 2015 – USA Oil peaked / The “B” in BRICS plummets / TBTF bank dark pools rip-offs / The China syndrome…in spades / Nuclear generation – progress / UK wants immigration controls
- Better-Management Newsletter – 12 August 2015 – Energy in the future / Chinese desperation / Updates from Seeking Alpha / Global share-market rout? / As we watch the decline / Europe has lost its way
- Better-Management Newsletter – 11 August 2015 – Unrealistic expectations for global growth / Economic updates – variable / Global markets crash??
- Better-Management Newsletter – 9 August 2015 – Deflationary coming? / Or hyper-inflation? / Oil prices continue to plunge / Neutrino breakthrough
- Better-Management Newsletter – 7 August 2015 – Share market crash? / Dairy: bad news / NZ PM loses trust / Why is Turkey bombing?
- Better-Management Newsletter – 6 August 2015 – Electric vehicle progress / As the energy density of batteries increases…
- Better-Management Newsletter – 4 August 2015 – The war on CO2, as sensible as the war on terror / China’s economy – downhill? / Athens’ sharemarket plunge / Oil price fluctuations
- Better-Management Newsletter – 3 August 2015 – Real Estate overvalued? / Is this a normal world? / Bullion abnormality / ‘ A Ponzi finance on steroids’ / Oil supplies diminishing
- Better-Management Newsletter – 1 August 2015 – Greek bailout blues continue / Deflation blues intensify, or is it inflation, or what? / TPP disagreements continue / Future energy storage and the mythological EESU
- Better-Management Newsletter – 31 July 2015 – Turkey’s double attack / Greece back in the news / Commodities, bad news for Australia / China’s wild west sharemarket / Energy storage progress
- Better-Management Newsletter – 30 July 2015 – An assessment of where the world is currently at, and where it appears to be going
- Better-Management Newsletter – 28 July 2015 – A financial ‘black swan’ event this year? / Greece: Plan B was thwarted. EU collapsing? / Energy storage
- Better-Management Newsletter – 26 July 2015 – The global economy is sinking / Europe’s winners and losers / Oil and the renewable energy fibs / Still no explanation for climate observations
- Better-Management Newsletter – 24 July 2015 – Still heading in the direction of GD1 / Global trade – an indicator of a global recession / Ukraine, a pawn / Deflation and precious metals / UK’s finances are suffering
- Better-Management Newsletter – 23 July 2015 – Economics and the trend towards GD1 / Our dollar will sink yet again / Middle East doesn’t love US / Greece is teetering (again) / Oil – downhill from now on
- Better-Management Newsletter – 21 July 2015 – All that Glisters / Greek democracy RIP
- Better-Management Newsletter – 20 July 2015 – Grexit forecasts / US – papering over the cracks
- Better-Management Newsletter – 19 July 2015 – Iran’s dodgy deal / Greek democracy RIP / The future of artificial intelligence / Oil hedges expire
- Better-Management Newsletter – 18 July 2015 – Greece’s impossible task / The rise and fall of the EU – et al / The insolvency lingers on / Don Corleone kept the peace / Disaster scenarios – take your pick / China – all is unclear
- Better-Management Newsletter – 15 July 2015 – Greek coup by Germany / When Germany dominated Europe there was war / Iran and their nuclear ambitions / Chinese stock market roller-coaster / The monetary Casino / Large Hadron Collider
- Better-Management Newsletter – 14 July 2015 – Greece update / Grexit is still likely at some point / The next problem – Iranian nukes / Silver coins – just in case / Cyber warfare has begun
- Better-Management Newsletter – 11 July 2015 – Greek desperation? / Chinese desperation too? / US power shrinking? / Rare earths and oil
- Better-Management Newsletter – 10 July 2015 – Moore’s law for IT / Will Europe relent? / US economics dodgy too, and China?
- Better-Management Newsletter – 9 July 2015 – Gold and silver prices – still manipulated / China v market forces / Squabbles over Greece peaking / Iranian mess
- Better-Management Newsletter – 8 July 2015 – Chinese stock markets – 1929 encore? / Grexit this week, or next? / Commodity prices reflect global recession
- Better-Management Newsletter – 7 July 2015 – Which is the greater worry, Greece or China? / Oil prices continue to crash
- Better-Management Newsletter – 6 July 2015 – Greece – from bad to worse / What will happen in China?
- Better-Management Newsletter – 5 July 2015 – Bank Holidays and Greece / Watching oil / The Collapse of Complex Societies / Most countries have massive debt / America’s dodgy stats
- Better-Management Newsletter – 3 July 2015 – Causes of terrorism / The Global financial system / Greece – sigh… / Lowering bank rates a bad sign / Oil and energy
- Better-Management Newsletter – 1 July 2015 – Greece technically in default? / Solar power, not Obama’s blatant lie / Printing money not the solution / If the next crash happens this year… / Challenges stacking up / Rare earths as investments?
- Better-Management Newsletter – 29 June 2015 – Greek bank holiday, China share market falling / Renewable energy, but not yet / Resource wars will escalate
- Better-Management Newsletter – 28 June 2015 – Greek bank-run / Iran’s nukes / The next economy crash? / TPP is back on (Obama’s) track / Demand for oil
- Better-Management Newsletter – 26 June 2015 – Fossil fuels and growth / The next financial crisis / To be or not to be (Grexit, then Brexit?)
- Better-Management Newsletter – 24 June 2015 – Chinese hackers / Putin interview / Food forecasts / Oil – next scarcity / More Greek can-kicking
- Better-Management Newsletter – 22 June 2015 – Greece – crunch week / Russian oil production has peaked / Tesla may be the future
- Better-Management Newsletter – 20 June 2015 – China – huge swings / Global crash, 2015? / Greek debt crisis / Trans Pacific Partnership / Peak oil contradictions / Earth’s sixth mass extinction?
- Better-Management Newsletter – 18 June 2015 – East Asian Geopolitics / Oil oddities / Environmental economics / Fresh Water Aquifer Concerns
- Better-Management Newsletter – 16 June 2015 – Grexit soon / Anatomy of a Chinese bubble / The climate change sting / The fossil fuel fandango / Conspiracy theories or reality?
- Better-Management Newsletter – 13 June 2015 – Middle East mess – ditto Ukraine and Greece / The invisible cost of oil / Unemployment in USA / More electricity-powered transport / California drought
- Better-Management Newsletter – 11 June 2015 – Interest rates and bank malfeasance / Oil uncertainties / EU is a mess
- Better-Management Newsletter – 10 June 2015 – Is China’s boom sinking? / Greek bailout?? / More kicking the can / When will electricity replace oil for transport?
- Better-Management Newsletter – 8 June 2015 – The Failure of Complex Societies / Record debt levels / Greek brinkmanship / Low cost oil in the Middle East / Water, water, not everywhere
- Better-Management Newsletter – 5 June 2015 – He who has the gold makes the rules / Bonds continued their sell off / Shares are over-valued / China and Russia building up resources / Islamic state expanding / Greek can-kicking / Ukraine – fighting escalating / Oil shenanigans
- Better-Management Newsletter – 3 June 2015 – Government-sponsored theft / How to profit from BS about oil supplies / Oil drives political action
- Better-Management Newsletter – 1 June 2015 – Ominous signs / Irrational optimism
- Better-Management Newsletter – 30 May 2015 – The economy – dodgy / Beware the elimination of cash / Common sense in a crazy world / Voluntary Euthanasia – and disgraceful politicians
- Better-Management Newsletter – 28 May 2015 – Oil – tax it to death / Chinese exaggeration / Our leaders are our problem
- Better-Management Newsletter – 26 May 2015 – Banksters encore / No lifeboats to save the global economy / Plenty of land for farming / Oil price scenarios / Atomic fusion / Ron Paul on the coming crash…aka GD1 / China, brinksmanship / Could Putin be right?
- Better-Management Newsletter – 23 May 2015 – If Greece defaults / More gas guzzlers / End of the industrial age of oil / Humanity’s quest for “More” / Maintain the illusion of growth
- Better-Management Newsletter – 20 May 2015 – China supporting insolvent businesses / India’s demand for resources / Without energy nothing happens
- Better-Management Newsletter – 16 May 2015 – Middle Eastern turmoil / Greece needs a political solution / Batteries are extra / UK election victory / Dairy industry depression / China and gold / Economics a bankrupt profession / More energy problems
- Better-Management Newsletter – 14 May 2015 – He who has the gold / Shale oil production peaked? / …But no-one will cut voluntarily / US/China brinkmanship / China v India? / Britain opt out of the EU? / Tectonic plates on the move
- Better-Management Newsletter – 12 May 2015 – The Greek tragedy unfolds / The coming Shale oil Ponzi shock / China’s exports fell / Silver supplies uncertain / Oil gets even dodgier
- Better-Management Newsletter – 10 May 2015 – On VE Day / While Xi was in Moscow / Now to Canada / $150B in fines / China’s role in the world / King Abdullah’s legacy / Oil EROEI RIP
- Better-Management Newsletter – 1 May 2015 – Too big to fail (TBTF) / Russia and China buying gold / Saudi Arabia – all change / Oil and Gas / World Over-population
- Better-Management Newsletter – 30 April 2015 – Which New World Order? / The Russians and Chinese are changing the game / The Trans Pacific Trade Partnership / A global arms race has begun / Meanwhile the world is awash with debt
- Better-Management Newsletter – 28 April 2015 – China floats QE-lite / Greece debt and the EU / UK living beyond its means too / Those criminal finance houses / Where to next?
- Better-Management Newsletter – 27 April 2015 – The USA is in trouble / Laissez-faire capitalism / The rich make the rules / Russia and China hold the trumps / All is not lost / First debase her currency / Greece et al – Still in trouble
- Better-Management Newsletter – 25 April 2015 – Lies, damned lies and oil figures / Even idiots know exponential growth is not possible for ever / Irrational behaviour rewarded / The surplus of energy is falling / A temporary range extender / USA financial sector now 27% of GDP / High energy density scalable batteries / Blindly leading us into a collapse scenario
- Better-Management Newsletter – 24 April 2015 – The interconnectedness / USD8 trillion washing around / The hidden cost of debt / China’s place in the sun / The Empire Fights Back / Gold to back the Renminbi / If the derivatives bubble explodes
- Better-Management Newsletter – 23 April 2015 – A coming collapse / Greece: grexit delayed / Yemen – even worse / China outmaneuveres Obama / Oil games / We seek innovative solutions / Convert investments to cash? / ‘The curse it is cast’ / When the debt crisis finally has its reckoning / Thirty years of debt drug abuse / When the next crash happens / USD16 trillion secret loans
- Better-Management Newsletter – 20 April 2015 – Ready for Grexit contagion / Warfare prep – for what? / USA out-manoeuvred by China / China reinforce the Silk Road / Chinese pollution / The Yemen disaster / Obama’s disastrous reign
- Better-Management Newsletter – 18 April 2015 – Greek crunch contamination? / Who will buy US assets now? / Resource/commodity prices / South African xenophobic attacks
- Better-Management Newsletter – 16 April 2015 – Rise and fall of the US Empire / The main event: exponential growth / Greece slowly slipping towards the abyss
- Better-Management Newsletter – 15 April 2015 – Dodgy stats from China / Different financial realities / USA shale plays falling
- Better-Management Newsletter – 14 April 2015 – USA, unemployment rising, debt horrendous / China, not so good either / Grexit pending / The Global trend to further deflation / Too soon to predict timing of a crash
- Better-Management Newsletter – 13 April 2015 – Water wars / Re-writing history / The Rise and Fall of the US Empire
- Better-Management Newsletter – 11 April 2015 – Gold doesn’t all glister / The games played by big banks / US statistics a national disgrace / Greenpeace caught out / The sun setting on the Euro? / US Fed to raise interest? / Amazing science
- Better-Management Newsletter – 10 April 2015 – Oil, the never-ending saga / More on the Iran fiasco / Who printed the Greek/EU money? / Chinese economy sickening
- Better-Management Newsletter – 8 April 2015 – Energy makes the world go round / Next step in fossil fuel exploitation / Prof Freeman Dyson / Whatever happened to Breton Woods? / The Greeks are squirming / Immigrants get more benefits / Rocky road ahead for dairy?
- Better-Management Newsletter – 6 April 2015 – NGO disasters / Debt, oil and interest rates in perspective / Increasing resource use in a finite world?
- Better-Management Newsletter – 5 April 2015 – The oil saga grinds on / Life in Russia is OK / Peak Oil – sometime / Rare earths not so rare / Iran and Ukraine messes / What Obama is trying to achieve
- Better-Management Newsletter – 3 April 2015 Wall Street destroying capital markets / The end of the current stagflation / Greek bailout? / US v. everyone? / Iran wins the ‘negotiation’ / California drought
- Better-Management Newsletter – 2 April 2015 Stagflation is looming / The American dream RIP / The collapse of commodities prices / The geopolitical situation is deteriorating / Will technology save us?
- Better-Management Newsletter – 29 March 2015 – A plea for rational thought / Lack of gold to back our fiat currencies / Net energy is still dropping / Expanding money printing and debt / Options for future energy
- Better-Management Newsletter – 27 March 2015 – The end of king coal?? / Oil Reserves / Extensive oil storage facilities / Middle Eastern crises are a worry / Netanyahu’s apology / The Middle East powder keg / Cheap oil prices temporary
- Better-Management Newsletter – 25 March 2015 – The exponential increase in resource depletion / Resource wars / Trying to give wealth to 1.4 billion people / Laissez-faire capitalism
- Better-Management Newsletter – 24 March 2015 – The rise of authoritarianism / Greexit then crash? / The oil Ponzi continues / TEOTWAWKI
- Better-Management Newsletter – 21 March 2015 – The global economy / Nightmare scenario staring the EU / The China-led Asian bank / A new global reserve currency / Russian politics / World War III predictions / The future of tech miniaturization / Exponentially increased growth / Religious intolerance / GDP growth scam
- Better-Management Newsletter – 19 March 2015 – Almost inevitable meltdown / Without energy, nothing happens / No viable substitute for fossil fuels
- Better-Management Newsletter – 17 March 2015 – Russian roulette, or just cunning? / This shale Ponzi / California dreaming / Hyperactive money printing
- Better-Management Newsletter – 16 March 2015 – What is Putin real strategy? / The Global Recession deepens / Growth is for the sake of growth now / How are the BRICS tracking? / We must change… / Oil is a finite, master resource / Nuclear back to pre-Fukushima levels / Elections: he who pays the piper…
- Better-Management Newsletter – 8 March 2015 Resource depletion / Exponential growth / Deceptive and misleading statistics / Our economies are being re-engineered / Population 7.25 billion and rising / Gaia’s revenge / Increased control by the state / We must save ourselves / How long do we have?
- Better-Management Newsletter – 6 March 2015 – Arms race encore / …bankrolled by QE / China builds fortresses / Has Wall Street made a top? / Apple cars and Google phones? / Peak oil end game soon? / Industrial age of oil on the skids
- Better-Management Newsletter – 27 Feb 2015 – The new cold war heats up / Putin “…smacks of genocide” / “Cover their eyes, kick-the-can and hope..” / Historic alliances subordinate to US Presidential politics / Superannuation in the Antipodes
- Better-Management Newsletter – 26 Feb 2015 – Greece: temporary reprieve / Ukraine stand-off / The implausible Fed / Cutback in drilling rigs / Obama stymies Keystone again / Restraints on militant Islam / When solar energy fails / How good are batteries? / Will new batteries succeed? / Zenn/EESU looks promising
- Better-Management Newsletter – 23 Feb 2015 – All this money printing / Gold and silver / Threat from Russia / Winners had access to oil / Resource sustainability / Misleading resource estimates
- Better-Management Newsletter – 22 Feb 2015 – Ukraine deteriorates / Remember past starvation of millions of Ukrainians / Russia breaches British air space / Greece: keep the party going / Democracy no longer exists in Europe / Potential to collapse the global financial system
- Better-Management Newsletter – 19 Feb 2015 – Greek “Trojan Horse” / Ukraine rebels ‘disobey’ ceasefire / Has Putin miscalculated??
- Better-Management Newsletter – 18 Feb 2015 – Dynamic equilibrium – Population growth/drop? A new paradigm? “Shale is not even remotely economically viable” – Extreme fluctuations stimulate extreme over-corrections
- Better-Management Newsletter – 17 Feb 2015 – Business 101 for Germany. The world hasn’t learnt either. Middle East holy war. The angst is peoples against peoples. Hold the culpable people to account. Has China hit the skids? Peakists v. Cornucopians. Low-hanging fruit/oil.
- Better-Management Newsletter – 16 February 2015 – $26 Trillion ‘game of chicken’. Ukraine ceasefire?? There are signs of growth about. A slowdown in demand. Baltic Dry shipping index plummets. “Money for nothing and chicks for free”. Our master resource…oil. EIA have never got any forecast right. Debt works very badly if the economy is contracting.
- Better-Management Newsletter – 3 February 2015 – The Twin Tower trigger…. and the horrors it triggered. The error of America’s ways. BRICS and the SCO grow stronger. A financial meltdown?? Natural Gas in the USA. Oil trend – up or down? Bitcoin currency – what next? Zenn – a turning point? What is happening in Russia?
- Better-Management Newsletter – 1 February 2015 Oil price bottoming? Culture of opting out. Be nice to nerds. Economists lost the plot. Greece was bullied for aeons. Substitute credit for real growth. ‘Business as Usual’ RIP. Where to from here?
- Better-Management Newsletter – 27 January 2015 – Greece mandate – for what? Germany prepares. Ex KGB Putin playing Good Cop? Will Russia crash? Oil to stay below USD45/bbl? Shale industry will be suspect. How is Bitcoin travelling? An escape to the Antipodes?
- Better-Management Newsletter – 25 January 2015 – Nothing useful has emerged from Davos. Another liquidity crisis? “Economists are stupid”. Few scientists focus on energy storage. Negative returns on new oil wells. Economists and bankers’ solutions: print money to goose GDP. Politicians are pawns to big business?
- Better-Management Newsletter – 23 January 2015 – Nanotechnology. King Abdullah dead. Super Mario’s QE. Last throw of the EU dice? Russia’s WW3 Game-plan -oil. China’s Mr Li at Davos. China’s central bank injects $8Bn
- John’s Newsletter – 21 January 2015 – Swissie repercussions. America’s own Berlin Wall collapsing. Europe in trouble – the EU could soon be toast. Gold still glisters. Oil – future in peril. Obama lying about oil. We need a new vision of the economy. After the big crash. The realities of history.
- John’s Newsletter – 18 January 2015 – Swiss Franc drama. Oil price to fall further? Shale oil Ponzi. Population growth – and green illogic.
- John’s Newsletter – 17 January 2015 – Swiss Franc drama. Oil price to fall further? Shale oil Ponzi. Population growth – and green illogic.
- John’s Newsletter – 16 January 2015 – Oil (as usual). China – a mixed bag. Can technology save us?
- John’s Newsletter – 15 January 2015 – Oil (as usual). China – a mixed bag. Can technology save us?
- John’s Newsletter – 12 January 2015 – New GM EV. Terrorism – not new. Turkey – formerly sectarian. Oil prices and the financial markets. Gold – limits to growth. US stock markets – manipulated highs.
- John’s Newsletter – 10 January 2015 – Electric car uptake accelerates. Je suis Hebden. EU’s unpayable debt – ditto China? Sri Lanka – new President. The Keystone fiasco.
- John’s Newsletter – 8 January 2015 – Investment in 2015 – tricky. EU: German deflation, Greek exit? All stock markets peaked – except US. China, Russia – odd bed-fellows. Middle East powder keg. Love Tesla. Oil chaos, commodities slide.
- John’s Newsletter – 6 January 2015 – 2014: growth tanking, falling currencies, irrational exuberance, ISIS and Ikhwani, the maths of oil, covert plans of the Saudis and US.
- John’s Newsletter – 3 January 2015 – The climate change con. Justice, US-style. War criminals who led the US. Mario Draghi gets desperate. Government services shrink in line with income.
- John’s Newsletter – 1 January 2015 – More ‘must-read’ books. Escalation of the US/EU/OECD v BRICS/SEO differences. Ominous oil prices defy rationale.