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·
Europe Will Provide the Coronavirus Signal to Buy Risky Assets Christopher Wood·March 30, 2020Ignore the stimulus measures. The only indicator investors should be watching for a sign to buy risk assets...Global Strategy·1 Comment·
Coronavirus a Crisis Test for China’s Communist Party and President Xi Christopher Wood·March 15, 2020China's battle with the Coronavirus has become a crisis test for the Communist Party and President Xi. The...Global Strategy·4 Comments·
