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 Twiggs

Colin Twiggs

Colin has almost 40 years experience in the finance and investment industry. Having qualified as a chartered accountant at KPMG, he joined an international investment bank where he served in a variety of senior roles before branching out on his own.

His top-down approach 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, Colin 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:

  • Scientists say they can use AI to solve a key problem with nuclear fusion | CNN
  • The Blue and Yellow Can | Eric Cinnamond
  • Eleven reasons for optimism in the next decade
  • Alexei Navalny – the irresistible power of non-violent opposition
  • Critical Materials – projected supply gap
  • The Fatal Trifecta | Meredith Angwin
  • S&P 500 tunnel vision
  • Australian CPI falls but no rate cuts in sight
  • S&P 500 losing touch with reality
  • The shell game

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