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·
The Coronavirus Pandemic Is Increasingly the World’s Problem Christopher Wood·March 9, 2020The coronavirus is now a key risk for the global economy and for the reelection campaign of Donald...Global Strategy·5 Comments·
Assessing the Economic Battle Lines of the Coronavirus Christopher Wood·March 2, 2020Find out what the best way to play the market now with the effect of the Coronavirus.Global Strategy·1 Comment·