Peaceful Kim Jong-un a Potential Catalyst for Cheap Korean Stock Market Christopher Wood·April 30, 2018Global Strategist Christopher Wood writes about the momentous Korean peace talks that are taking place, and the impact...Global Strategy·33 Comments·
More Hawk than Dove? Will Powell’s Fed Remove Monetary Punch Bowl Christopher Wood·April 23, 2018Fed chairman Jerome Powell is not the dove people think he is. There's a clear risk to markets...Global Strategy·6 Comments·
More Xi: China’s Pathway Towards Economic Stability Christopher Wood·April 15, 2018Global Strategist Christopher Wood writes about the stabilizing effect on China's economy that has come from the crackdown...Global Strategy·7 Comments·
US Market Vexed: Trade War + Monetary Tightening Christopher Wood·April 8, 2018Global Strategist Christopher Wood writes about monetary tightening (slowing growth of M2 money supply) and the related risks...Global Strategy·29 Comments·
VIETNAM: Frontier Market Driven by Foreign Investment and Growth Christopher Wood·April 2, 2018Market strategist Chris Wood outlines the structural upside of the Vietnam stock market. A booming economy driven by...Global Strategy·2 Comments·
Tech Fanboys Dismayed and Betrayed Thomas George·April 1, 2018Tech fanboys need to take a hard look at the Silicon Valley 'superheroes' and the challenges they're facing,...Millennial Markets·5 Comments·
Gold, Bond and FX Markets Not Buying Forecast Fed Interest Rate Hikes Christopher Wood·March 25, 2018Christopher Wood examines the relevance of the Federal Reserve's 'dot plot' forecast of future interest rate hikes. Strong...Global Strategy·16 Comments·
Wall Street Dumps Facebook Stock – Regulators Circle the Data Wagon Thomas George·March 20, 2018What will happen to Facebook stock in the face of a growing storm from the Cambridge Analytica data...Millennial Markets·1 Comment·
Elizabeth Holmes – Fake It Till You Make It Startup Americana Thomas George·March 19, 2018A look at Elizabeth Holmes and Theranos, the startup swindle that sucked venture capitalists in for $700 billion...Millennial Markets·1 Comment·
