To Survive China’s Market Crackdown: Pick Your Sectors Wisely Christopher Wood·August 24, 2021If you want your portfolio to survive China's market crackdown, focus on the sectors that are in, not...Global Strategy·4 Comments·
Rising Rents Feed Inflation, While Lower Bond Yields Trip Up Cyclicals Christopher Wood·August 16, 2021Rising housing prices and rents are telling us inflation will not be cooling off anytime soon. Falling US...Global Strategy·0 Comments·
Do Bond Investors Know Something about the Virus We Don’t? Christopher Wood·August 11, 2021Either interest rates are headed higher or the bond market knows something about COVID-19 that the market does...Global Strategy·0 Comments·
Owning Bonds is a Losers Game in a World of Unorthodox Money Policies Christopher Wood·August 4, 2021We get hyperinflation, bonds lose, we get normal inflation, bonds lose. Why bonds are the suckers game....Global Strategy·0 Comments·
The Asset Speculation Game is Far from Over Christopher Wood·July 27, 2021Whether inflation is transitory or not, bank lending signals the good times will keep on rolling!...Global Strategy·20 Comments·
A Third Major Oil Crisis is on the Horizon Christopher Wood·July 22, 2021The world's focus on green alternatives has the potential to create a global oil shortage....Global Strategy·3 Comments·
China’s Currency and Export Strength Show No Signs of Slowing Down Christopher Wood·July 15, 2021China prefers a stronger currency. The failure of the "one chile" policy explains why....Global Strategy·0 Comments·
Will China’s Crypto Crackdown Push Bitcoin into the Arms of the West? Christopher Wood·July 5, 2021China's Crypto crackdown may turn into a blessing when it comes time for the U.S. to decide how...Global Strategy·4 Comments·
Bitcoins Energy Problem and China’s Crypto Crackdown Christopher Wood·June 29, 2021Bitcoin mining and renewable energy both have a sustainability problem. Is China to blame for the Bitcoin selloff?...Global Strategy·0 Comments·
