Global Strategy

The China Money Printer is Idle, Overweight China

China's Policy Driven Bull Market The Chinese stock market has resumed rallying since the start of the current quarter helped…

August 4, 2020

Silver and Gold Equities are the Hedge, Irrespective of a 2nd Wave of COVID Materializing

COVID-19: Divergence between Cases and Deaths The “second wave” concerns have continued to accelerate, most particularly in America. Still, this…

July 27, 2020

The Japanese Market is Geared For the V-Shape Recovery

Foreign Investors Still Exiting Japan Despite Cyclical Tailwinds Foreign investors continued to be net sellers of Japanese stocks last quarter…

July 20, 2020

A Second Wave of COVID-19 is a “Buy the Dip” Event

More Pandemic, More Fed Bailout There remain legitimate reasons for concerns about second waves, even though for now there continues…

July 14, 2020

Europe is the Cyclical Catch Up Trade & Gold is the Hedge

Powell Leaves Wiggle Room for Negative Rates CPI inflation in the US has not yet turned negative on a year-on-year…

July 9, 2020

America Will do Whats Necessary to Avoid Turning a Liquidity Crisis into a Credit Crisis.

The re-opening dynamic has clearly been a positive factor. Still, the most plausible explanation for the US stock market’s extraordinary…

June 30, 2020

A US-China Cold War and the Future of Hong Kong

China Relations: The White House isn't Mincing Words There have been rising concerns of late about a new Cold War…

June 24, 2020

COVID-19: Lockdown Lunacy and Hydroxychloroquine Hysteria!

Economies and Tourism are on the Mend Until Thursday’s sell off,  the continuing positive tone to stock markets has been…

June 17, 2020

Own Decentralized Assets, Digital and Physical – Bitcoin and Gold

BTC Price Catalyst: Bitcoin Halvings On the subject of digital currency, the halving of the supply of Bitcoin occurred on…

June 10, 2020