Global Strategy
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…
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…
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…
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…
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…
The Gold Bull Market – Approaching Blue Sky Breakout
Unprecedented Central Bank Money Printing is the Reason to Own Gold The massive increase in monetary expansion initiated by the…
Negative Rates or Not, Inflation’s at Your Doorstep
Will the Market Force Powell's Hand on Negative Rates? One assumption Grizzle has been making of late is that the…
The Absurdity of Economic Lockdown into Depression
Debt Deflationary Spiral or the End of The Disinflationary Era? These are rather strange times. This writer is reading more…
The More Main Street Opens Up, The More Stock Markets Will Like It
Wall Street-correlated world stock markets remain remarkably well bid given the appalling macroeconomic data being announced. There remain two main…
Boomers Shafting Millennials & The Inflationary Impulse of COVID-19
The Politics of COVID-19 The politics of the Coronavirus have become ever clearer. Domestically it is evident that Donald Trump…