Evaluating World Geopolitics and a Trump Victory

On the US presidential election, the ElectionBettingOdds.com website now shows 61.4% odds of a Trump presidency compared with 38.1% for Kamala Harris, based on ... Read More»

With a Blue Wave Likely, is Big Tech in Trouble?

The “Blue Wave” is clearly the base case in the forthcoming US presidential election. Still, markets have become nervous again of late because of renewed conce... Read More»

Election 2020: Are Trump’s Anti-China Theatrics Setting Up for an Inevitable U-Turn?

Trump's Anti-China Theatrics It has become almost a pantomime. Grizzle refers to the slew of anti-Chinese measures announced by the Trump administration in rec... Read More»

A US-China Cold War and the Future of Hong Kong

China Relations: The White House isn't Mincing Words There have been rising concerns of late about a new Cold War between America and China. It has to be admit... Read More»

Boomers Shafting Millennials & The Inflationary Impulse of COVID-19

The Politics of COVID-19 The politics of the Coronavirus have become ever clearer. Domestically it is evident that Donald Trump wants to return to normal as so... Read More»

Stocks & Gold Assets to Own, Real Bear Market is in Government Bonds

The Bear Market in Equities will be Short Lived Logically, the American stock market should correct now as earnings begin to get reported and companies are f... Read More»

The Coronavirus Pandemic Is Increasingly the World’s Problem

The coronavirus newsflow continues. But the focus of concern has switched dramatically from Asia to Western Europe and North America. The base case remains ... Read More»

As the Dec. 15 Tariff Deadline Approaches, Will Trump Call a Deal?

What are the chances of Trump announcing a trade deal before the Dec. 15 tariff hike deadline and what effect will that have on the markets?... Read More»

The Impact of Weakening Business Confidence on the U.S. Economy

I'm still hopeful, as are financial markets, that some sort of trade deal can be agreed between the U.S. and China in the current quarter. Still there's a r... Read More»