Market Analysis

Colin Twiggs’ weekly coverage of financial markets and the economy — including mega-trends, key sectors, inflation, interest rates, commodities, energy and precious metals. The aim is to be brief and to the point, rather than write lengthy epistles.

Colin has almost 40 years experience in the finance and investment industry. He qualified as a chartered accountant at KPMG before joining an international investment bank where he served in a variety of senior roles before starting his own venture in 1998.

Using a top-down approach, Colin identifies macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis. Focusing on interest rates and financial market liquidity as primary drivers of the economic cycle, he warned of the 2008/2009 and 2020 bear markets well ahead of the actual events.

Recent titles

Subscribers have access to all Market Analysis updates and Macro Trend analysis on the website. Recent titles include:

• China sizzle turns to fizzle
• Houthis and the blow-back
• China’s manufacturing contraction
• The Great Pumpkin | Eric Cinnamond
• Bull/Bear Market Indicator
• ASX retraces
• Narrow advance for stocks, bullish consolidation for gold
• Nvidia leads the plunge
• RBA should have hiked rates | John Simon
• Another S&P 500 advance likely

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