Global Strategy
Cryptocurrencies: Big Brother Seeks to Snuff Libertarian Fantasy
This column has not yet discussed the emerging world of cryptocurrencies. Still this area entered the formal financial service world…
Facebook and Google: The Data Monopolists Face Regulatory Backlash
Regulatory Risk Looms Large Over Wall Street’s One-way FANG Trade Before the renewed stock market correction that commenced on Wall…
The Financial Engineering of Corporate America
Investment strategist Christopher Wood writes about financial engineering in corporate America, and the shocking lack of tangible book value in…
Higher Growth at a Discount: Asian Stock Markets Trump US
Christopher Wood delivers his recommended global stock market asset allocation, favouring Asian stock markets and emerging markets over the US.
Market Sell-Off: Wage Inflation Spooks Zombie ‘Algo Trading’ Machines
Wage Growth Unsettles 'Goldilocks' Market Era The stock market correction over the past week is the biggest since January 2016. It…
Millennial Consumption: Goodbye Basement…
The Largest Demographic Cohort There is an interesting development that has begun of late to get attention in the investment…
The Biggest Risk to Stock Markets — Central Banks Removing the Liquidity Punch Bowl
The Liquidity Punch Bowl It is appropriate with the inauguration of this weekly column to look at the 'Big Picture'.…