Chris Wood
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…
When Does the Economic Harm Outweigh the Quarantine Solution?
The S&P500 has rallied 31% off the post-crash low of 2,192 reached on 23 March to 2,875. S&P500 Price This…
Is the Fed Propping up Both Bond and Stock Markets?
The multiple stimulus policies announced worldwide are all very interesting. Still, what counts most in the short term is the…
Europe Will Provide the Coronavirus Signal to Buy Risky Assets
Amidst the current volatility in markets, it needs to be remembered that stimulating economic activity is directly at odds with…
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…