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 Affirm IPO is a Bet on the Future of Peloton Scott Willis·January 12, 2021Affirm will run as long as Peloton doesn't sink it first....IPO Guides·5 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·
The X for Boys – Teaching Trade Skills to Change Lives Thomas George·December 31, 2020Grizzle is capping off 2020 on a high note, an inspiring interview with King Randall from The X...Millennial Markets·0 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·
