Asia Will Outperform in a World of Weak Dollars and Accelerating Inflation Christopher Wood·February 1, 2021A cyclical recovery in Asia will likely drive stock outperformance vs the western world in coming years....Global Strategy·0 Comments·
India is Starting a Cyclical Recovery – Buy Indian Stocks Christopher Wood·January 27, 2021With the COVID-19 vaccine now rolling out across India, a cyclical recovery is just getting started. Buy Indian...Global Strategy·1 Comment·
The “Passive Put” and Tesla’s Bitcoin Wildcard Christopher Wood·January 11, 2021Tesla is serving as a prototype for how the rise of passive investing can distort market valuations. Short...Global Strategy·2 Comments·
China Still a Manufacturing Powerhouse. Buy the RMB, Sell the Dollar. Christopher Wood·December 24, 2020China will remain a global manufacturing and economic powerhouse. Investors should be buying the RMB and selling the...Global Strategy·1 Comment·
Southern European Stocks Looking Juicy Driven by Gov’t Bond Buying Christopher Wood·December 16, 2020The EU is firmly in the dovish camp meaning large scale buying of gov't bonds will continue. Buy...Global Strategy·1 Comment·
Post-COVID Liftoff: Cyclicals, Gold & Bitcoin Christopher Wood·December 9, 2020What investors should continue to own as we transition into a post-COVID world....Global Strategy·3 Comments·
With a Blue Wave Likely, is Big Tech in Trouble? Christopher Wood·November 2, 2020With a Democratic vistory as the base case, should big tech be worried?...Global Strategy·0 Comments·
We Are Witnessing the Beginning of the End of the Deflationary Era Christopher Wood·October 26, 2020The deflationary era will die off with the virus. Owning cycical stocks is the way to play the...Global Strategy·0 Comments·
Expensive Green New Deal will Drive Energy Prices Higher not Lower Christopher Wood·October 19, 2020The renewable energy sector is setting up for an epic cycle of overinvestment and boom/bust. Higher oil prices...Global Strategy·1 Comment·
