global strategy
Developed Market Bonds are Dead Money, Buy Discounted Cyclicals
Is this really the top for Big Tech’s leadership of the US stock market, and the related unprecedented relative outperformance…
China Offers Safety in a World of Central Banks Gone Crazy
The Federal Reserve has duly delivered on the expected softening of the inflation target in the latest FOMC meeting in…
Gold Secular Bull Market Intact, Target Price $5,500/oz
Gold's Resilience Despite Weak Physical Markets in India & China Gold continues to behave in a resilient fashion having been…
COVID-19 Data Fades While US-China Tensions Flare Up
US COVID-19 Data Improving Attention remains front and center on the data for cases and deaths in America. In the…
The China Money Printer is Idle, Overweight China
China's Policy Driven Bull Market The Chinese stock market has resumed rallying since the start of the current quarter helped…
A Second Wave of COVID-19 is a “Buy the Dip” Event
More Pandemic, More Fed Bailout There remain legitimate reasons for concerns about second waves, even though for now there continues…
The Gold Bull Market – Approaching Blue Sky Breakout
Unprecedented Central Bank Money Printing is the Reason to Own Gold The massive increase in monetary expansion initiated by the…
When Does the Economic Harm Outweigh the Quarantine Solution?
The S&P500 has rallied 31% off the post-crash low of 2,192 reached on 23 March to 2,875. S&P500 Price This…
Is the Fed Propping up Both Bond and Stock Markets?
The multiple stimulus policies announced worldwide are all very interesting. Still, what counts most in the short term is the…