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·
Southern European Stocks Looking Juicy Driven by Gov’t Bond Buying Christopher Wood·December 16, 2020The EU is firmly in the dovish camp meaning large scale buying of gov't bonds will continue. Buy...Global Strategy·1 Comment·
Post-COVID Liftoff: Cyclicals, Gold & Bitcoin Christopher Wood·December 9, 2020What investors should continue to own as we transition into a post-COVID world....Global Strategy·3 Comments·
China’s Focus on Technology & Domestic Demand Christopher Wood·December 3, 2020China's 14th Five-Year-Plan has a focus on technological leadership and fostering domestic demand growth. Strategist Chris Wood recommends...Global Strategy·2 Comments·
