Expensive Green New Deal will Drive Energy Prices Higher not Lower Christopher Wood·October 19, 2020The renewable energy sector is setting up for an epic cycle of overinvestment and boom/bust. Higher oil prices...Global Strategy·1 Comment·
Developed Market Bonds are Dead Money, Buy Discounted Cyclicals Christopher Wood·October 6, 2020Yield curve control and inflation on the horizon make it clear that develped market bonds are dead money....Global Strategy·0 Comments·
China Offers Safety in a World of Central Banks Gone Crazy Christopher Wood·September 29, 2020China's restraint on Monetary and Fiscal Policy make it a compelling way to trade the reopening of the...Global Strategy·0 Comments·
Gold Secular Bull Market Intact, Target Price $5,500/oz Christopher Wood·September 22, 2020Grizzle Strategist Chris Wood analyzes the state of the secular bull market in gold, also provides the framework...Global Strategy·4 Comments·
COVID Cases Contained In America and Economic Data Remains Resilient Christopher Wood·August 31, 2020Grizzle Strategist Chris Wood highlights the containment of COVID-19 in America (cases & deaths) and the robust US...Global Strategy·5 Comments·
Trump’s Future Depends on the Path of COVID-19 Christopher Wood·August 25, 2020With Biden leading in the polls, Trump's future all depends on the path of the Coronavirus in America....Global Strategy·1 Comment·
Fed Yield Curve Control will Drive the US Dollar Lower and Valuations of Growth Stocks Higher Christopher Wood·August 19, 2020Grizzle's Market Strategist Chris Wood examines the prospective impact of Fed yield curve control on growth stocks and...Global Strategy·1 Comment·
COVID-19 Data Fades While US-China Tensions Flare Up Christopher Wood·August 11, 2020Grizzle's Strategist Chris Wood highlights the improving COVID-19 data in America and growing threat of Cold War between...Global Strategy·0 Comments·
The China Money Printer is Idle, Overweight China Christopher Wood·August 4, 2020With a deficit growing much slower than peers, China is setting up as a market to be overweight...Global Strategy·4 Comments·
