Investing
Asia Will Outperform in a World of Weak Dollars and Accelerating Inflation
The view here remains that the key issue facing investors in 2021 is the Federal Reserve’s policy response coming out…
India is Starting a Cyclical Recovery – Buy Indian Stocks
As good a stock market investment story in Asia as any is India. The Indian economy is almost back to…
Inflation is On the Horizon – Own Cyclical Stocks
The preference here continues to favour cyclical stocks for the “back to normal” trade. That means the likes of auto-related,…
The Affirm IPO is a Bet on the Future of Peloton
Affirm is the most hyped private company set to go public so far in 2021. Founded by Max Levchin, a…
The “Passive Put” and Tesla’s Bitcoin Wildcard
The advice here remains to stick with the “back to normal” trade despite the scare over the mutating virus in…
The X for Boys – Teaching Trade Skills to Change Lives
Grizzle had the pleasure of interviewing the inspiring King Randall, Founder of The X for Boys in Albany, Georgia. https://youtu.be/IFBc1W7T7_c…
2020: The Year Bitcoin Became Investable for Institutions
Bitcoin's Coming of Age If 2020 has been the year of Covid-19, it has also been the year of Bitcoin.…
China Still a Manufacturing Powerhouse. Buy the RMB, Sell the Dollar.
The US Dollar Index has over the past week fallen to its lowest level since April 2018. US Dollar Index…
Southern European Stocks Looking Juicy Driven by Gov’t Bond Buying
That a mass roll-out of vaccines is now on the horizon, on a six-month view, remains a reason to stay…
Airbnb IPO: Don’t Sleep on This King of Home Rentals
Airbnb is going public this month and has the distinction of being the largest December public offering in what is…