The short term critical market issue is the US Supreme Court - not the end of the Shutdown. We look at potential outcomes. and their market consequences.
There are a lot of investment themes here that are matched with idea of how to match them with your money. Let's get to the themes:
- The New Cold War & Nuclear Arms Race: how to invest and protect yourself from proliferation and China emerging as the Big Winner in Asia.
- Gold this is a correction but not a change in trend. The driver of Gold prices will be its role as partial replacement of the US$ as a global reserve asset. We are only at th beginning. US$6,000 is the target price in 2 years.
- Financial exhaustion is emerging in Europe and Russia which may temper Putins' ambitions and the EU's willingness to pay. It might just lead to ceasfire in a year,
- France is teetering towards an emergency budget passed by decree and yet another new government and PM around Dec 12.
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