Global Strategy
The China Money Printer is Idle, Overweight China
China's Policy Driven Bull Market The Chinese stock market has resumed rallying since the start of the current quarter helped…
Silver and Gold Equities are the Hedge, Irrespective of a 2nd Wave of COVID Materializing
COVID-19: Divergence between Cases and Deaths The “second wave” concerns have continued to accelerate, most particularly in America. Still, this…
The Japanese Market is Geared For the V-Shape Recovery
Foreign Investors Still Exiting Japan Despite Cyclical Tailwinds Foreign investors continued to be net sellers of Japanese stocks last quarter…
A Second Wave of COVID-19 is a “Buy the Dip” Event
More Pandemic, More Fed Bailout There remain legitimate reasons for concerns about second waves, even though for now there continues…
Europe is the Cyclical Catch Up Trade & Gold is the Hedge
Powell Leaves Wiggle Room for Negative Rates CPI inflation in the US has not yet turned negative on a year-on-year…
America Will do Whats Necessary to Avoid Turning a Liquidity Crisis into a Credit Crisis.
The re-opening dynamic has clearly been a positive factor. Still, the most plausible explanation for the US stock market’s extraordinary…
A US-China Cold War and the Future of Hong Kong
China Relations: The White House isn't Mincing Words There have been rising concerns of late about a new Cold War…
COVID-19: Lockdown Lunacy and Hydroxychloroquine Hysteria!
Economies and Tourism are on the Mend Until Thursday’s sell off, the continuing positive tone to stock markets has been…
Own Decentralized Assets, Digital and Physical – Bitcoin and Gold
BTC Price Catalyst: Bitcoin Halvings On the subject of digital currency, the halving of the supply of Bitcoin occurred on…
The Gold Bull Market – Approaching Blue Sky Breakout
Unprecedented Central Bank Money Printing is the Reason to Own Gold The massive increase in monetary expansion initiated by the…