Global Strategy Inflation is On the Horizon – Own Cyclical Stocks January 18, 2021 The preference here continues to favour cyclical stocks for the “back to normal” trade. That means the likes of auto-related,… The “Passive Put” and Tesla’s Bitcoin Wildcard January 11, 2021 The advice here remains to stick with the “back to normal” trade despite the scare over the mutating virus in… 2020: The Year Bitcoin Became Investable for Institutions December 28, 2020 Bitcoin's Coming of Age If 2020 has been the year of Covid-19, it has also been the year of Bitcoin.… China Still a Manufacturing Powerhouse. Buy the RMB, Sell the Dollar. December 24, 2020 The US Dollar Index has over the past week fallen to its lowest level since April 2018. US Dollar Index… Southern European Stocks Looking Juicy Driven by Gov’t Bond Buying December 16, 2020 That a mass roll-out of vaccines is now on the horizon, on a six-month view, remains a reason to stay… Post-COVID Liftoff: Cyclicals, Gold & Bitcoin December 9, 2020 If anybody was in any doubt that cyclical stocks would rally sharply on the re-opening trade, they got the evidence… China’s Focus on Technology & Domestic Demand December 3, 2020 China's 14th Five-Year Plan While world markets have been focused on the US presidential election, an important event also took… Fed Addresses “Uneven” Recovery, However the Damage is Already Done November 23, 2020 Fed to Remain Dovish: Yield Curve Control There was an interesting speech made last month by Federal Reserve governor Lael… The Landscape is Shifting for Chinese Fintech November 16, 2020 The US presidential election appears to be finally over. But it remains unclear how the issue of regulation of “Big… Next»