COVID-19 Data Fades While US-China Tensions Flare Up

US COVID-19 Data Improving Attention remains front and center on the data for cases and deaths in America. In the short term, this is the only thing that reall... Read More»

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 by a positive comment as regards ... 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»

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»

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 wants to return to normal as so... Read More»

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 chart). So long as the... Read More»

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. The base case remains ... Read More»

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.... Read More»

Coronavirus Threatens Cannabis Vaping Industry

A leading online vape retailer has warned that the outbreak of the novel coronavirus could cause “massive problems” for the industry. Chinese manufacturers p... Read More»