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  1. June 10, 2014

    The Roof, Doon Street Car Park, London – review

    There is no roof to The Roof: the show takes place in a car park, with performers and audiences alike exposed to the night...

  2. June 6, 2014

    The Roof, Doon Street Car Park (Behind National Theatre), London

    An open air performance with a difference. This innovative piece of physical theatre, presented as part of LIFT in...

  1. FT Alphaville

    October 30, 2013

    Bear hunting

    This post by FT commentator James Mackintosh is cross-published from the FT Long Short blog that James writes with John...

  2. FT Long Short

    October 30, 2013

    Bear hunting

    Source: Where are all the bears? Even some of the usual suspects have stopped growling, with David...

  3. FT Alphaville

    October 23, 2013

    World War Zirp

    David Rosenberg, chief economist and market strategist at Gluskin Sheff & Associates, has turned slightly bullish....

  4. September 9, 2013

    Don’t bet against Bernanke’s inflation quest

    As the debate rages over who the next Federal Reserve chairman will be, it seems Ben Bernanke’s legacy will not just be that...

  5. April 19, 2013

    Gold correction presents buying opportunity

    The rout in the gold price has created a buying opportunity in gold mining stocks and physical bullion, say some fund...

  6. January 28, 2013

    Consumer debt fears hit Canadian banks

    Moody’s has cut the credit ratings of six of Canada’s biggest banks because of worries over the country’s rising consumer...

  7. September 27, 2012

    Rich US investors embrace risk

    Wealthy Americans have started to abandon the caution that has led them to hoard cash and bonds since the financial crisis,...

  8. FT Alphaville

    July 24, 2012

    Further reading

    Elsewhere on Tuesday, - The land of a million scrapped televisions. - Neil Barofsky says y’all are right to be angry at...

  9. FT Alphaville

    May 8, 2012

    Further reading

    Elsewhere on Tuesday, - Merollande? Hollankel? Merkande? OK, nothing’s going to sound as good as Merkozy, but it’s the start...

  10. March 14, 2012

    Stock market rally is running on empty

    It’s difficult not to notice that, yet again, there is little substance or confirmation to this equity market rally, despite...

  11. July 25, 2011

    Obama raps Republicans over debt talks

    President Barack Obama has urged congressional leaders to reach a “fair compromise” over the next few days to avoid a US...

  12. June 3, 2011

    Watch out for ‘Revenge of the Bears’

    A film of the market action this week would surely be titled I Know What You Did Last Summer: Revenge of the Bears....

  13. FT Alphaville

    May 9, 2011

    The financing pyramid and margin debt

    Here’s an interesting point from Cullen Roche at Pragmatic Capitalism on Monday. Margin debt — the amount that speculators...

  14. March 29, 2011

    A smorgasbord of data

    The old quip about two economists having three opinions has more of a grain of truth than ever. With a smorgasbord of data...

  15. February 21, 2011

    Still grounds to be cautious on stocks

    From Mr Henrik Stang Heffermehl. Barbell strategy has produced good returns for those who cared to listen Sir, Everett...

  16. February 17, 2011

    Every perma-bear will be rewarded eventually

    From Mr Everett Weinberger. Sir, Columns by David Rosenberg (Markets Insight, February 15) should come with a disclaimer at...

  17. February 17, 2011

    Recovery sceptics need a dose of emerging market reality

    From Mr Peter Wilson. Sir, It is always good to hear bearish arguments after the strong recovery risk assets have enjoyed in...

  18. FT Alphaville

    February 15, 2011

    Pink picks

    Comment, analysis and other offerings from Tuesday’s FT, Gideon Rachman: Reflections on the Revolution in Egypt Wael Ghonim...

  19. February 14, 2011

    No free lunches in debt-fuelled bear rally

    There is no doubt that we have an incredible bear market rally on our hands. But after a monstrous 90 per cent rally from...

  20. January 24, 2011

    Here come the bears: an endangered species speaks out

    With stock markets hovering near 2½-year highs, a US recovery starting to gather momentum and worries about the eurozone...

  21. FT Alphaville

    January 12, 2011

    David Rosenberg's cartoon-ish 2011

    David Rosenberg’s gone all cartoony. The Gluskin Sheff analyst seems to have given up on on words and is instead using...

  22. FT Alphaville

    January 12, 2011

    Further reading

    Elsewhere on Wednesday, - The European death spiral and contagion. - And 10 reasons to stop the European bailouts. - “Some...

  23. FT Alphaville

    January 5, 2011

    Further further reading

    For the commute home, - The world’s riskiest debtor nations (and USA states). - Is the commercial mortgage market healing? -...

  24. December 17, 2010

    The odd decouple

    Something’s gotta give. US Treasury yields have surged since September but equities have managed to rally amid the bond...

  25. FT Alphaville

    November 10, 2010

    The lonely long bond gets lonelier

    This is the market’s view of the 30-year Treasury at the moment. With the exception of David Rosenberg at Gluskin Sheff (who...

  26. FT Alphaville

    November 4, 2010

    The lonely long bond, the steepening curve

    The Fed doesn’t always live up to market expectations. Some traders had been expecting the central bank to buy 30-year bonds...

  27. FT Alphaville

    October 20, 2010

    Gathering storm: hedgies assess the future

    It’s always nice to see hedgies on a philanthropic bent. Such are the self-proclaimed motives of a few enterprising industry...

  28. FT Alphaville

    October 1, 2010

    A psy-QE-logical problem

    David Rosenberg thoughts on QE v2.0 are complex indeed. Though he’s detailed at length why quantitative easing will flatten...

  29. FT Alphaville

    September 6, 2010

    Pondering last week's bond sell-off

    Could it be that the epic run in government bond prices has finally come to an end? For example this was the action in the...

  30. FT Alphaville

    August 31, 2010

    US Q2 house warming (or should that be warning)

    Yes, house prices in the US climbed in the second quarter of the year. No, that’s not cause for optimism or even relief....

  31. August 27, 2010

    ‘Epidemic of thrift’ hampers growth

    “Central bankers alone cannot solve the world’s economic problems.”Ben Bernanke’s aphorism, uttered in a long-awaited speech...

  32. FT Alphaville

    August 26, 2010

    Angry at Dave (and other bears)

    Dave Rosenberg is a FT Alphaville favourite. But not everyone is a fan of the Gluskin Sheff bear. In fact, some people are...

  33. FT Alphaville

    August 25, 2010

    US housing: bad to worse, then worse again

    We said on Monday to expect more bad news from the US housing market, but we didn’t know it would get so bad so quickly....

  34. FT Alphaville

    August 20, 2010

    How low can they go?

    Another day, another set of lows in 10-year Treasury and bund yields: In bund yields specifically, we might add that these...

  35. August 13, 2010

    Worry about bond troubles instead of bubbles

    “Should you beware of a bond bubble?” asks US money manager Vanguard on its homepage. It helpfully answers the question in...

  36. FT Alphaville

    July 23, 2010

    Rosenberg's 17 reasons to be bullish (seriously)

    Count ‘em! We’d better capture these bullish talking-points from Gluskin Sheff’s David Rosenberg, just in case they...

  37. FT Alphaville

    July 16, 2010

    A flashing red light from the ECRI

    This will have bears like David Rosenberg and Albert Edwards licking their lips. The Bloomberg chart below — which you can...

  38. FT Alphaville

    July 14, 2010

    Nothing fundamental about this rally

    What has really caused this? . . . and this? (Note the S&P 500 is now 7.1 per cent above the 10-month low reached on...

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