Christopher Wood
Bubble or Bull Market – Trump Will Decide
On the eve of Donald Trump’s inauguration, there has obviously been a lot of tariff-related noise from the President-elect. Still…
Back from El Salvador, We are Very Bullish Bitcoin in 2025
The price of Bitcoin has consolidated of late after the 62% price surge triggered by Donald Trump’s election and the…
Will February 23rd Mark the Day Europe Becomes Investable?
All the evidence is that Donald Trump is much more prepared for his second term in the White House than…
The Research & Quant 2025 Market Outlook
It may just turn out to be the case that the most important Federal Reserve meeting this year happened just…
2025 Will Be the Year of Memory, Not GPUs
To state the obvious, the AI story has been the key driver of the US stock market since the thematic…
Private Credit’s Incredible Vanishing Cashflow
The flow into private credit continues to be viewed by this writer as one of several factors helping explain the…
Economic Boom? What Does the Data Say?
The consensus of markets prior to the US presidential election was that a Federal Reserve easing cycle has begun and…
Will Trump End the Ukraine Conflict?
It has all been about the US presidential election of late with the initial market reaction to Donald Trump’s victory…
Why India Will Be The Best Emerging Market Over the Next 10 Years
With everybody focused on the US presidential election, this is a good time to look again at India which this…