Investors are Flocking to China as Governments Print Money Christopher Wood·May 26, 2021Investors will keep moving money into Chinese Stocks and Bonds for the following reasons....Global Strategy·2 Comments·
Are US Regulators Coming for Bitcoin? Christopher Wood·May 17, 2021How do the people in power feel about Bitcoin? A look into the halls of power and what...Global Strategy·1 Comment·
Inflation Could Drive a Massive Rotation from Bonds to Stocks Christopher Wood·May 13, 2021Since 2006 investors have been pouring money into stocks, not bonds. An inflation led reversal could be powerful...Global Strategy·0 Comments·
The Biggest Inflation Scare Since the 1980’s is Coming Christopher Wood·May 3, 2021An inflation scare not seen since the 1980's is coming. Is it temporary or is higher inflation here...Global Strategy·0 Comments·
The Energy and Bank Stock Rebound Will Continue, Buy the Dip Christopher Wood·April 26, 2021Energy and bank stocks have pulled back but remain a buying opportunity....Global Strategy·1 Comment·
China is the One Safe Haven for Bond Investors Christopher Wood·April 15, 2021For bond market investors, its doesn't get much better than shorting the US treasury and buying Chinese Bonds....Global Strategy·0 Comments·
Inflation Expectations Approaching the Point of No Return Christopher Wood·April 5, 2021Market inflation expectations are rapidly approaching the 2.5% point of no return. Cyclicals and commodities will outperform until...Global Strategy·8 Comments·
Inflation About to Run Hot, Will Government’s Panic? Christopher Wood·March 11, 2021Inflation will likely run hotter than expected as economies reopen. Will governments react or sit and wait?...Global Strategy·1 Comment·
The Cyclical Rebound Hinges on the Success of COVID Vaccines Christopher Wood·March 1, 2021The world may have to get used to the COVID virus and reopen hard hit businesses....Global Strategy·0 Comments·
