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·
A Second Wave of COVID-19 is a “Buy the Dip” Event Christopher Wood·July 14, 2020Coronavirus cases may be surging in the U.S. but the FED will do whatever's necessary to save the...Global Strategy·0 Comments·
America Will do Whats Necessary to Avoid Turning a Liquidity Crisis into a Credit Crisis. Christopher Wood·June 30, 2020Chris Wood explains why yield curve control is likely and why a second lockdown will be avoided lest...Global Strategy·2 Comments·
A US-China Cold War and the Future of Hong Kong Christopher Wood·June 24, 2020Grizzle's Strategist Chris Wood analyzes the emerging U.S.-China Cold War and the resultant impact on Hong Kong's role...Global Strategy·1 Comment·
The Gold Bull Market – Approaching Blue Sky Breakout Christopher Wood·June 1, 2020Grizzle's Investment Strategist Chris Wood outlines the long run structural case for the bull market in gold in...Global Strategy·3 Comments·
Negative Rates or Not, Inflation’s at Your Doorstep Christopher Wood·May 27, 2020The 30 year bull market in bonds is over. The Fed is likely to fix interest rates. Buy...Global Strategy·3 Comments·
When Does the Economic Harm Outweigh the Quarantine Solution? Christopher Wood·April 20, 2020The longer quarantine's go on, the greater the risk of debt defaults across the world. When does the...Global Strategy·1 Comment·
Is the Fed Propping up Both Bond and Stock Markets? Christopher Wood·April 13, 2020The Federal Reserve is doing everything it can, but if the quarantine goes on too long, both the...Global Strategy·1 Comment·
