We decided to summarise our learning from 2011 into two brief thoughts: The pains and strains of the economic sovereign debt melt-down in 2011, should stand us in good stead to deal with even more debt and sovereign strain in 2012, as More and Bigger Europe continue to miss the point; this being … Continue reading Our Lessons from 2011
As we wind down 2011 we have entered the ‘reflective season’, where due to the structure of the Gregorian calendar and the very long(est) night of the year (in the Northern Hemisphere), we naturally enter a more introspective mood. Therefore, as we become more contemplative during this time, let’s reflect on our Core Values, both … Continue reading Core Values
Continuing the conversation and analysis on the ‘fall-out’ of the British Veto being exercised at the most recent EU Leaders (crisis) summit, it is interesting to observe two specific angles to this: Innovation Our article on ‘Recapitalising Europe’ kicked off the discussion around Innovation. It appears that the leaders of Europe (a summary of Angela … Continue reading More and Confused Europe? – Part 3 – It is Uncertain…
We pick up from the introductory article by expanding on the issue of MORE Europe, which we did not cover in enough depth. More Europe It is without a shadow of doubt that belonging to an enlarged common market has huge beneficial advantages to all its participants. However, the question of the Cost / Benefit … Continue reading More and Bigger Europe –Part 2 – It is MORE…
Yes, it will be more bureaucracy and bigger financial problems down the line... We pick up our analysis this week in the dusky glint of the aftermath of the (latest) EU Leader summit to put together a rescue package for the Euro. More bureaucracy? The inspiration for this comes for the ‘people pulling the wagon … Continue reading More and Bigger Europe…Is that what we really want?
Adding further value to our conversation on The Market eQuation we introduce the concept of the: RISKed RETURN on MARKET (RdROM) today on 11.11.11. RISKed RETURN on MARKET adds a counter balance to the Efficient Market Hypothesis and Rational Market Theory, Black Scholes and CAPM, amongst others. More detail to follow in due course... theMarketSoul ©2011
Irrespective of how the twists and turns of the Greek political system plays out over the next few days and weeks, we believe that the Big EU (Eurozone more specifically) players and their leaders only have themselves to blame for Greece's seemingly petulant behaviour. If at the fundamental level we cannot understand that ANY form … Continue reading The Big Design: Moral Hazard, and the EU
Today we are reposting a blog article originally posted in April 2010. We believe the sentiments are still valid and should resonate across the various crises we are experiencing currently. Please click on the link below: https://themarketsoul.com/2010/04/25/221/ theMarketSoul © 2011 Related articles Synthesizers wanted...to cross the crises divide... (themarketsoul.com) How industries react to crises (scripting.com)
On reflection, the ‘mechanism’ established to rescue or save the Euro is indicative of the fact that we still understand very little and can control and short-circuit systems to some extent, yet we think we value everything. Inflation, and dare we state it openly, serious inflation of double-digit proportions must now surely be back on … Continue reading Do we value everything and understand nothing?
Peak Debt is in essence the point at which a sovereign nation reaches its maximum indebtedness and cannot afford to service the debt anymore, thus prompting a reduction in the debt (principal). So, Europe proved yesterday with the uplift of the EFSF (European Financial Stability Fund) from its current base of €440bn to €1tr (boosting … Continue reading Peak Debt – What Peak Debt?
Today (26 October 2011) is an important watershed date (or not) for Europe. Will our leaders and the politicians be able to agree an all encompassing Framework to rescue the Euro, or will we need to think about a more modular approach for the future? We believe that it might be in the Euro's short-term … Continue reading Frameworks, frameworks, frameworks…
We have been having several conversations with colleagues and practitioners in both the Enterprise Strategy and Architecture space around both Cloud Computing and the Integrated Service IT delivery space. Our brief conclusion is that Organisational Structure is everything. We believe that you cannot effectively move IT Service delivery into the ‘Cloud’ and / or integrate … Continue reading In the Cloud, Structure is everything!
It strikes us that managing IT Service delivery maturity is a bit like the ‘Clouds’ before the major storm. Everyone is rushing around battening down the hatches, because the frameworks and tools are so rigid and require protecting; rather than having ‘modular’ solutions available that are both flexible enough to withstand the battering of the … Continue reading An Insight into Cloud Computing
A reminder of what we wrote on 22 September 2011 about Quantitative Easing: “QE – Our take on the Bell Curve Effect” (Please click on the link for the full article). Expect Mervin King to continue writing letters to the Chancellor to explain the Inflation target gap and the worsening economic landscape. It begs … Continue reading Quantitative Easing – Here we go again
It is political party conference season in the UK. The last of the major three party’s conferences kicked-off yesterday, namely the Conservative Party Conference in Manchester. However, we want to focus on a little snippet from last week’s Labour Party conference. In the Labour Party leader’s (Ed Miliband) speech, he attacked ‘neoliberalism’, which in itself … Continue reading ‘Biological’ Language
This question posed in a discussion forum made us pause and think: "Bosses think their firms are caring and "values-driven." Their minions disagree. I think it's hard from top-down, policy-driven firms to switch to values-driven because even the values are enforced top-down and bosses who have never listened carefully to their employees don't suddenly start … Continue reading Corporate Culture
We will be at the House of Commons on Thursday 29 September 2011 to attend with CIMA the "Members in practice 25 year celebration"
As if last week’s (week ending 23 September 2011) turbulence on the world’s stock markets wasn’t enough of an emotional rollercoaster for millions of market participant’s, we will offer only one bit of reflection this morning on the market conditions. Remember, the markets live, breath and die by the age old human conditions (seven deadly … Continue reading The Seven Deadly Sins of the Market
The inspiration for today’s thought piece is a small and medium sized enterprise (SME) and now our new definition namely MELE (Medium Enterprise to Large Enterprise) decision making styles and abilities. Our enquiry runs along the lines of discussions and conversations we have observed in the Interim and Gap Management market. If decision-making and more … Continue reading The behavioural impacts of Just in Time (JIT) in the Interim & Gap Management market
We thought it about time to write an opinion piece on the dynamics (economics) around the Interim Management market, delivered from a UK perspective. This is a purely thought piece and opinion, not support by empirical research, but grounded in economic theory and an observation of the 'state of the current market'. The inspiration for … Continue reading The economics of Gap (Interim) or Freelance Management