The Cyclical Rebound Hinges on the Success of COVID Vaccines

Covid cases continue to decline on a global basis as vaccine rollouts continue. The 7-day average daily new case count globally has declined by 48% since peakin... Read More»

Danimer Scientific: The Bioplastic 15X Home Run

As the world attempts to transition away from single-use plastics, Danimer is one of the few company's offering an alternative. https://www.youtube.com/watch?v... Read More»

Bull Market Correction or Nasty Unwind – Bond Investors Will Decide

The view here remains to continue to favour the back-to-normal cyclical trade on the view that the vaccine rollout story will prevail over the concerns about ... Read More»

The Bond Market vs Yield Curve Control: Who Blinks First

The base case here since May 2020 has been that the Federal Reserve will adopt some form of yield curve control when faced with the cyclical evidence of recove... Read More»

How to Find the Next Wallstreetbets “YOLO” Stock

https://youtu.be/Yy3IZhqOhco?t=1850 At this point, many investors have heard of the Reddit channel Wallstreetbets (WSB). But if you haven’t, here’s what you mi... Read More»

Coming to America – Yield Curve Control

This column has tended to focus primarily on monetary policy as it relates to the trend in financial markets. But another longer term issue is the sheer scale o... Read More»

Asia Will Outperform in a World of Weak Dollars and Accelerating Inflation

The view here remains that the key issue facing investors in 2021 is the Federal Reserve’s policy response coming out of the pandemic. Still another point to no... Read More»

India is Starting a Cyclical Recover – Buy Indian Stocks

As good a stock market investment story in Asia as any is India. The Indian economy is almost back to normal and the recovery has also taken place in the mar... Read More»

Inflation is On the Horizon – Own Cyclical Stocks

The preference here continues to favour cyclical stocks for the “back to normal” trade. That means the likes of auto-related, industrial metal-related (witness... Read More»

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