Developed Market Bonds are Dead Money, Buy Discounted Cyclicals Christopher Wood·October 6, 2020Yield curve control and inflation on the horizon make it clear that develped market bonds are dead money....Global Strategy·0 Comments·
China Offers Safety in a World of Central Banks Gone Crazy Christopher Wood·September 29, 2020China's restraint on Monetary and Fiscal Policy make it a compelling way to trade the reopening of the...Global Strategy·0 Comments·
Gold Secular Bull Market Intact, Target Price $5,500/oz Christopher Wood·September 22, 2020Grizzle Strategist Chris Wood analyzes the state of the secular bull market in gold, also provides the framework...Global Strategy·4 Comments·
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·
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·
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·
