Chris Wood
Expensive Green New Deal will Drive Energy Prices Higher not Lower
The Economist has a long-established tradition of contrarian cover signals, as have other business magazines, some of which are now…
Developed Market Bonds are Dead Money, Buy Discounted Cyclicals
Is this really the top for Big Tech’s leadership of the US stock market, and the related unprecedented relative outperformance…
China Offers Safety in a World of Central Banks Gone Crazy
The Federal Reserve has duly delivered on the expected softening of the inflation target in the latest FOMC meeting in…
Gold Secular Bull Market Intact, Target Price $5,500/oz
Gold's Resilience Despite Weak Physical Markets in India & China Gold continues to behave in a resilient fashion having been…
COVID Cases Contained In America and Economic Data Remains Resilient
COVID-19 Cases: Contained in America, Surging in Europe It continues to look as if new cases may have peaked almost…
Trump’s Future Depends on the Path of COVID-19
European Fiscal Union & US Dollar Weakness There have been several reasons why the US dollar has weakened in recent…
Fed Yield Curve Control will Drive the US Dollar Lower and Valuations of Growth Stocks Higher
Barbell Strategy of Cyclical & Growth Stocks The base case remains that cyclical stocks will enjoy renewed outperformance, as they…
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…
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…