China Offers Safety in a World of Central Banks Gone Crazy Christopher Wood·September 29, 2020China's restraint on Monetary and Fiscal Policy make it a compelling way to trade the reopening of the...Global Strategy·0 Comments·
Gold Secular Bull Market Intact, Target Price $5,500/oz Christopher Wood·September 22, 2020Grizzle Strategist Chris Wood analyzes the state of the secular bull market in gold, also provides the framework...Global Strategy·4 Comments·
Election 2020: Are Trump’s Anti-China Theatrics Setting Up for an Inevitable U-Turn? Christopher Wood·September 8, 2020Grizzle's Strategist Chris Wood examines the recent flurry of executive orders against China by Donald Trump....Global Strategy·2 Comments·
COVID-19 Data Fades While US-China Tensions Flare Up Christopher Wood·August 11, 2020Grizzle's Strategist Chris Wood highlights the improving COVID-19 data in America and growing threat of Cold War between...Global Strategy·0 Comments·
The China Money Printer is Idle, Overweight China Christopher Wood·August 4, 2020With a deficit growing much slower than peers, China is setting up as a market to be overweight...Global Strategy·4 Comments·
A US-China Cold War and the Future of Hong Kong Christopher Wood·June 24, 2020Grizzle's Strategist Chris Wood analyzes the emerging U.S.-China Cold War and the resultant impact on Hong Kong's role...Global Strategy·1 Comment·
The Gold Bull Market – Approaching Blue Sky Breakout Christopher Wood·June 1, 2020Grizzle's Investment Strategist Chris Wood outlines the long run structural case for the bull market in gold in...Global Strategy·3 Comments·
Boomers Shafting Millennials & The Inflationary Impulse of COVID-19 Christopher Wood·May 5, 2020The fiscal and monetary politics of COVID-19 amounts to baby boomers shafting millennials. Post lockdown investors should expect...Global Strategy·1 Comment·
Coronavirus a Crisis Test for China’s Communist Party and President Xi Christopher Wood·March 15, 2020China's battle with the Coronavirus has become a crisis test for the Communist Party and President Xi. The...Global Strategy·4 Comments·
