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Global Strategy

Can Disruptive Investing Survive Higher Interest Rates?

There is no doubt that expectations of monetary tightening are accelerating as reflected in the damage done to the profitless…

All Eyes are On the Fed’s Favorite Gauge of Inflation

Shoot first and ask questions later. This is the perhaps understandable and certainly predictable response of governments to the emergence…

Fixing Supply Chain Bottlenecks Won’t Fix Inflation

The extended dog’s dinner over the re-appointment of Jerome Powell as Federal Reserve chairman on 22 November hardly amounts to…

Japanese Stocks Could Outperform All if Inflation Isn’t Transitory

The inflation debate continues to percolate as the Federal Reserve has finally dropped the word “transitory”. This writer continues to…

China and Hong Kong Real Estate are in Good Shape Despite the Headlines

Recently in Hong Kong this writer can report that Hong Kong maintains its distinctive energy. If the border remains closed…

Crypto Yields Are Slowly Killing the Dollar

The Federal Reserve announced at its 2-3 November meeting the commencement of tapering as expected. It will begin from mid-November…

The Big Winner of China Housing Fears? The Stock Market

Concerns continue to percolate about the Chinese property market with the Federal Reserve recently warning about it. The Fed said…

How Nordstream 2 Could Cause a Global Market Selloff

There is no doubt that investors’ focus of late has been on the stagflation story. Still, it should be emphasized…

Inflation Ain’t Falling While Rents, Wages and Commodities are On the Rise

The world is set up for the ironic spectacle of mounting pressure from Washington on OPEC to pump more oil…