global strategy
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…
The Virus is Burning Itself Out, Buy Stock Market Weakness
Joe Biden’s most important running mate, Covid-19, has clearly turned massively in his favour. The 7-day average daily new case…
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…