Coming to America – Yield Curve Control Christopher Wood·February 10, 2021Large and rising debt levels make it more and more likely yield curve control is coming to America...Global Strategy·0 Comments·
India is Starting a Cyclical Recovery – Buy Indian Stocks Christopher Wood·January 27, 2021With the COVID-19 vaccine now rolling out across India, a cyclical recovery is just getting started. Buy Indian...Global Strategy·1 Comment·
The “Passive Put” and Tesla’s Bitcoin Wildcard Christopher Wood·January 11, 2021Tesla is serving as a prototype for how the rise of passive investing can distort market valuations. Short...Global Strategy·2 Comments·
China Still a Manufacturing Powerhouse. Buy the RMB, Sell the Dollar. Christopher Wood·December 24, 2020China will remain a global manufacturing and economic powerhouse. Investors should be buying the RMB and selling the...Global Strategy·1 Comment·
Southern European Stocks Looking Juicy Driven by Gov’t Bond Buying Christopher Wood·December 16, 2020The EU is firmly in the dovish camp meaning large scale buying of gov't bonds will continue. Buy...Global Strategy·1 Comment·
Post-COVID Liftoff: Cyclicals, Gold & Bitcoin Christopher Wood·December 9, 2020What investors should continue to own as we transition into a post-COVID world....Global Strategy·3 Comments·
The Landscape is Shifting for Chinese Fintech Christopher Wood·November 16, 2020The delayed Ant Group IPO demonstrated the Chinese government will allow innovation, but on its own terms....Global Strategy·2 Comments·
How the Fed Reacts to a Vaccine Driven Recovery Will Determine the Market’s Fate Christopher Wood·November 9, 2020An economic recovery almost always leads to higher interest rates. This time is different....Global Strategy·4 Comments·
With a Blue Wave Likely, is Big Tech in Trouble? Christopher Wood·November 2, 2020With a Democratic vistory as the base case, should big tech be worried?...Global Strategy·0 Comments·
