We Are Witnessing the Beginning of the End of the Deflationary Era Christopher Wood·October 26, 2020The deflationary era will die off with the virus. Owning cycical stocks is the way to play the...Global Strategy·0 Comments·
Expensive Green New Deal will Drive Energy Prices Higher not Lower Christopher Wood·October 19, 2020The renewable energy sector is setting up for an epic cycle of overinvestment and boom/bust. Higher oil prices...Global Strategy·1 Comment·
The Virus is Burning Itself Out, Buy Stock Market Weakness Christopher Wood·October 13, 2020COVID-19 not Kamala is the best running mate Joe Biden could hope for. With the virus burning out,...Global Strategy·2 Comments·
Developed Market Bonds are Dead Money, Buy Discounted Cyclicals Christopher Wood·October 6, 2020Yield curve control and inflation on the horizon make it clear that develped market bonds are dead money....Global Strategy·0 Comments·
China Offers Safety in a World of Central Banks Gone Crazy Christopher Wood·September 29, 2020China's restraint on Monetary and Fiscal Policy make it a compelling way to trade the reopening of the...Global Strategy·0 Comments·
Gold Secular Bull Market Intact, Target Price $5,500/oz Christopher Wood·September 22, 2020Grizzle Strategist Chris Wood analyzes the state of the secular bull market in gold, also provides the framework...Global Strategy·4 Comments·
Fed’s License to Overshoot on Inflation Christopher Wood·September 14, 2020Grizzle's Market Strategist Chris Wood analyzes the Fed's dovish stance on inflation, the bond market, US dollar and...Global Strategy·0 Comments·
Election 2020: Are Trump’s Anti-China Theatrics Setting Up for an Inevitable U-Turn? Christopher Wood·September 8, 2020Grizzle's Strategist Chris Wood examines the recent flurry of executive orders against China by Donald Trump....Global Strategy·2 Comments·
COVID Cases Contained In America and Economic Data Remains Resilient Christopher Wood·August 31, 2020Grizzle Strategist Chris Wood highlights the containment of COVID-19 in America (cases & deaths) and the robust US...Global Strategy·5 Comments·
