Investing
Move Over China, India’s Time Has Come
As many global investors have now decided that China is “uninvestable”, it increasingly looks like India’s time has come both…
China Needs a Catalyst, But Where Will it Come From?
The Economist cover syndrome is always a potential contrarian signal as history has demonstrated. And sure enough this writer noted…
Key Takeaways From My Trip to Mini-Davos
Moving away from the financial markets, this writer attended, of late, two starkly different conferences in Europe in an unofficial…
Low Inflation or Jobs, Which Will Jerome Powell Choose?
The recent regional bank jitters are a reminder that deposit flows out of US banks and into money market funds…
Is LNG the Future Fuel for Asia?
Grizzle is proud to partner with LNG2023 to tell the exciting growth story of global LNG. In this edition of…
The AI Boom Won’t Save All Tech Stocks
The world of tech has a new killer app and history shows that killer apps in tech can have dramatic…
US-China Relations Are About to Get Worse Before They Get Better
The base case remains a continuing deterioration in US-China relations. That said, a speech on 20 April by US Treasury…
Are US Small Businesses Ok?
The small business sector has become very important to monitor as regards the state of the American economy. The National…
The Age of American Financial Dominance is Over, Here’s What Comes Next
The most amazing statistic this writer has read about the concentrated nature of the first quarter’s US stock market rally…
Where Do Stock Prices Go If We See Fed Easing AND Falling Earnings At the Same Time?
The continuing problem as regards the American banking system is that the Silicon Valley Bank episode has now exposed the…