Global Strategy
Stocks & Gold Assets to Own, Real Bear Market is in Government Bonds
The Bear Market in Equities will be Short Lived Logically, the American stock market should correct now as earnings begin…
When Does the Economic Harm Outweigh the Quarantine Solution?
The S&P500 has rallied 31% off the post-crash low of 2,192 reached on 23 March to 2,875. S&P500 Price This…
Is the Fed Propping up Both Bond and Stock Markets?
The multiple stimulus policies announced worldwide are all very interesting. Still, what counts most in the short term is the…
Exploding Government Deficits Mean Bad News for Bonds, Good News for Gold
The Coronavirus continues to dominate the narrative with the lockdowns imposed by governments leading to a dramatic decline in activity.…
Europe Will Provide the Coronavirus Signal to Buy Risky Assets
Amidst the current volatility in markets, it needs to be remembered that stimulating economic activity is directly at odds with…
Could Coronavirus be the Catalyst for Monetary and Fiscal Policy to Merge?
It is my view that cutting interest rates is not appropriate for fighting an epidemic. But, unsurprisingly, this has not…
Coronavirus a Crisis Test for China’s Communist Party and President Xi
The Coronavirus has continued to drive market sentiment with the S&P500 testing its late 2018 low last Thursday (see following…
The Coronavirus Pandemic Is Increasingly the World’s Problem
The coronavirus newsflow continues. But the focus of concern has switched dramatically from Asia to Western Europe and North America.…
Assessing the Economic Battle Lines of the Coronavirus
Find out what the best way to play the market now with the effect of the Coronavirus.
The Coronavirus Pandemic and the European Economy
The coronavirus continues to dominate the headlines for understandable reasons. It is increasingly clear that new cases in China have…