China Thinks the US Will Blink First in the Trade War Christopher Wood·September 17, 2021China believes US inflation will remain elevated. This has big implications for China-US Trade relations....Global Strategy·3 Comments·
Dutch Bros Coffee is Starbucks for the Next Generation Scott Willis·September 14, 2021Dutch Bros is Starbucks for the next generation. Learn what it does different and more importantly what its...IPO Guides·49 Comments·
The End of the Stock Market Rebound is Only One COVID Mutation Away Christopher Wood·September 8, 2021The ongoing cyclical recovery is only one COVID mutation away from stalling out....Global Strategy·2 Comments·
The US Listed Chinese ADR is Dead, Invest in the Mainland Instead Christopher Wood·September 2, 2021The Chinese ADR may be dead, but that doesn't mean China doesn't offer a nice future cyclical recovery...Global Strategy·2 Comments·
To Survive China’s Market Crackdown: Pick Your Sectors Wisely Christopher Wood·August 24, 2021If you want your portfolio to survive China's market crackdown, focus on the sectors that are in, not...Global Strategy·4 Comments·
Rising Rents Feed Inflation, While Lower Bond Yields Trip Up Cyclicals Christopher Wood·August 16, 2021Rising housing prices and rents are telling us inflation will not be cooling off anytime soon. Falling US...Global Strategy·0 Comments·
Do Bond Investors Know Something about the Virus We Don’t? Christopher Wood·August 11, 2021Either interest rates are headed higher or the bond market knows something about COVID-19 that the market does...Global Strategy·0 Comments·
Weber vs Traeger: Who Makes the Best Grill and the Best Stock? Scott Willis·August 9, 2021We compare and contrast Traeger and Weber to see which IPO is worth your money....IPO Guides·12 Comments·
Owning Bonds is a Losers Game in a World of Unorthodox Money Policies Christopher Wood·August 4, 2021We get hyperinflation, bonds lose, we get normal inflation, bonds lose. Why bonds are the suckers game....Global Strategy·0 Comments·
