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Recent Publications

Down the gum tree-Nov 2009
Down the gum tree
November 2009
The Inevitable Demise of Western Democratic Capitalism-Jan 2010
The Inevitable Demise
of Western Democratic
Capitalism
January 2010
Global Market 2010-the fact March 2010
Global Market 2010
-the facts
March 2010
Down the gum tree
Down the gum tree
update
April 2010
Pegging the thai baht-flyer  29.04.2010
Pegging the thai baht
update
April 2010
GMA Siamese Twins-May 2010
Does deleveraging
quickly really matter?
A case study
May 2010

GMA Managed Funds
Managed Funds:
Are they worth
investing in?
May 2010

Distressed Debt- the sweet spot
Distressed Debt:
Hitting the Sweet
Spot
July 2010



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View John's predictions
for the global market in 2010

Courtesy of Foreign Correspondents Club of Thailand, January 27th 2010

THE EYE OF THE STORM
Where to run?
March 2010

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