Government’s are Coming for Big Tech, Should you be Worried? Christopher Wood·September 27, 2021Investors have always shrugged off regulation news, but with lawsuits piling up, is big tech finally in trouble?...GeneralGlobal Strategy·1 Comment·
$4.5 Trillion of Stimulus is What Matters, Not the Fed Taper Christopher Wood·September 20, 2021The timing of interest rate action by the Fed is old news. $4.5 trillion of potential stimulus is...Global Strategy·1 Comment·
China Thinks the US Will Blink First in the Trade War Christopher Wood·September 17, 2021China believes US inflation will remain elevated. This has big implications for China-US Trade relations....Global Strategy·3 Comments·
The US Listed Chinese ADR is Dead, Invest in the Mainland Instead Christopher Wood·September 2, 2021The Chinese ADR may be dead, but that doesn't mean China doesn't offer a nice future cyclical recovery...Global Strategy·2 Comments·
To Survive China’s Market Crackdown: Pick Your Sectors Wisely Christopher Wood·August 24, 2021If you want your portfolio to survive China's market crackdown, focus on the sectors that are in, not...Global Strategy·4 Comments·
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·
