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 despite the rall... Read More»

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 to be a wide divergence be... Read More»

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 basis which is the sort of trigger that is l... Read More»

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 resilience since the... Read More»

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 between America and China. It has to be admit... Read More»

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 primarily driven by the re-opening nar... Read More»

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 11 May. That has reduced the addition... Read More»

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 Federal Reserve in the wake of ... Read More»

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 Federal Reserve will not countenance a formal... Read More»

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