The Landscape is Shifting for Chinese Fintech Christopher Wood·November 16, 2020The delayed Ant Group IPO demonstrated the Chinese government will allow innovation, but on its own terms....Global Strategy·2 Comments·
How the Fed Reacts to a Vaccine Driven Recovery Will Determine the Market’s Fate Christopher Wood·November 9, 2020An economic recovery almost always leads to higher interest rates. This time is different....Global Strategy·4 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·
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·
Election 2020: Are Trump’s Anti-China Theatrics Setting Up for an Inevitable U-Turn? Christopher Wood·September 8, 2020Grizzle's Strategist Chris Wood examines the recent flurry of executive orders against China by Donald Trump....Global Strategy·2 Comments·
COVID Cases Contained In America and Economic Data Remains Resilient Christopher Wood·August 31, 2020Grizzle Strategist Chris Wood highlights the containment of COVID-19 in America (cases & deaths) and the robust US...Global Strategy·5 Comments·
