Rising Rents Feed Inflation, While Lower Bond Yields Trip Up Cyclicals Christopher Wood·August 16, 2021Rising housing prices and rents are telling us inflation will not be cooling off anytime soon. Falling US...Global Strategy·0 Comments·
Do Bond Investors Know Something about the Virus We Don’t? Christopher Wood·August 11, 2021Either interest rates are headed higher or the bond market knows something about COVID-19 that the market does...Global Strategy·0 Comments·
Owning Bonds is a Losers Game in a World of Unorthodox Money Policies Christopher Wood·August 4, 2021We get hyperinflation, bonds lose, we get normal inflation, bonds lose. Why bonds are the suckers game....Global Strategy·0 Comments·
The Asset Speculation Game is Far from Over Christopher Wood·July 27, 2021Whether inflation is transitory or not, bank lending signals the good times will keep on rolling!...Global Strategy·20 Comments·
Will China’s Crypto Crackdown Push Bitcoin into the Arms of the West? Christopher Wood·July 5, 2021China's Crypto crackdown may turn into a blessing when it comes time for the U.S. to decide how...Global Strategy·4 Comments·
Bitcoins Energy Problem and China’s Crypto Crackdown Christopher Wood·June 29, 2021Bitcoin mining and renewable energy both have a sustainability problem. Is China to blame for the Bitcoin selloff?...Global Strategy·0 Comments·
Investors Aren’t Worried About Inflation, Maybe They Should Be. Christopher Wood·June 22, 2021Even if the market is no longer worried about inflation, we think you should be....Global Strategy·0 Comments·
Do Banks Hold the Key to Higher Inflation? Christopher Wood·June 8, 2021An inflation scare is likely coming later this year, but bank lending will truly determine if inflation is...Global Strategy·0 Comments·
Only One Thing Can Derail the Post-COVID Stock Recovery Christopher Wood·June 2, 2021The cyclical recovery is gaining steam, but there is one thing that can cause a stock market correction....Global Strategy·2 Comments·
