Bull Market Correction or Nasty Unwind – Bond Investors Will Decide Christopher Wood·February 25, 2021The difference between a normal correction and a nasty downturn comes down to how bond investors behave in...Global Strategy·1 Comment·
The Bond Market vs Yield Curve Control: Who Blinks First Christopher Wood·February 18, 2021Global Strategy·1 Comment·
Coming to America – Yield Curve Control Christopher Wood·February 10, 2021Large and rising debt levels make it more and more likely yield curve control is coming to America...Global Strategy·0 Comments·
Asia Will Outperform in a World of Weak Dollars and Accelerating Inflation Christopher Wood·February 1, 2021A cyclical recovery in Asia will likely drive stock outperformance vs the western world in coming years....Global Strategy·0 Comments·
India is Starting a Cyclical Recovery – Buy Indian Stocks Christopher Wood·January 27, 2021With the COVID-19 vaccine now rolling out across India, a cyclical recovery is just getting started. Buy Indian...Global Strategy·1 Comment·
Inflation is On the Horizon – Own Cyclical Stocks Christopher Wood·January 18, 2021Inflation is coming. Without yield curve control bank stocks are what you own....Global Strategy·0 Comments·
The “Passive Put” and Tesla’s Bitcoin Wildcard Christopher Wood·January 11, 2021Tesla is serving as a prototype for how the rise of passive investing can distort market valuations. Short...Global Strategy·2 Comments·
2020: The Year Bitcoin Became Investable for Institutions Christopher Wood·December 28, 20202020 is the year Bitcoin came of age, the first money to be built for the internet -...CryptocurrencyGlobal Strategy·20 Comments·
China Still a Manufacturing Powerhouse. Buy the RMB, Sell the Dollar. Christopher Wood·December 24, 2020China will remain a global manufacturing and economic powerhouse. Investors should be buying the RMB and selling the...Global Strategy·1 Comment·
