Chris Wood
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…
A Second Wave of COVID-19 is a “Buy the Dip” Event
More Pandemic, More Fed Bailout There remain legitimate reasons for concerns about second waves, even though for now there continues…
America Will do Whats Necessary to Avoid Turning a Liquidity Crisis into a Credit Crisis.
The re-opening dynamic has clearly been a positive factor. Still, the most plausible explanation for the US stock market’s extraordinary…
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…
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…
Negative Rates or Not, Inflation’s at Your Doorstep
Will the Market Force Powell's Hand on Negative Rates? One assumption Grizzle has been making of late is that the…