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Tariffs: President Trump’s Greenland Can of Worms.
Tariffs: President Trump’s Greenland Can of Worms. Investment Conclusion President Trump has opened a can of tariff worms about Greenland. There are a lot of moving parts here, some of them very disruptive. But here are the key issues: The Current EU – US Tr…
Japan- Takaichi’s High Stakes Gamble
Japan- Takaichi’s High Stakes Gamble Investment Strategy. Ms Takaichi informed the leadership of the LDP and Ishin no Kai on Jan 14 that she will dissolve parliament on January 23. The election will then take place in early February – 8 or 9 th . The outcome…
Navigator.
Navigator. Investment Conclusion Maverick policies by the US will increasingly strain market optimism. The Wealth Preservation Portfolio (at the back) is 50% invested in safe haven assets. It is negative on US$, US long term Treasuries and US equites. It is ne…
NDTV Market Open: When will Macro Matter to Markets?
In 2025 Geopoltical Crises and Macro Economic Uncertainty did not matter to equity markets, this year ir will, This interview tells you why…….in very brief format
Iran – the Beginning of the End!
Iran – the Beginning of the End! It may take time. But all roads lead to the same outcome. Some are smooth. Others are bloody. But the Iranian regime is doomed. Compared to Venezuela re-integrating Iran into the comity of civilised nations will be a cinch. Econo…
Tariffying Moment
Tariffying Moment. The US Supreme Court is set to publish, on Friday, January 9, its opinions & and probably its verdict on the use of IEEPA tariffs. N egative for US Treasuries and the US$. No bonanza for EM equities, This report looks at the consequences …
David Roche on NDTV - The Big Question! Jan 8 Why Trump Wants Greenland: Power,Poltics, Oil and What Else?
David Roche on NDTV - The Big Question! Jan 8 Why Trump Wants Greenland: Power, Poltics, Oil, Minerals and More……but what more? This is discussed and the key issue of whether this is a permanent or a termporaty shift is addressed.
Peter Lewis Money Talk - the meaning of Trump’s new aggressive foreign policy- from countries to tankers & from rare earths to oil, the US is on a grab binge.
Peter Lewis Money Talk - the meaning of Trump’s new aggressive foreign policy- from countries to tankers & from rare earths to oil, the US is on a grab binge with scant reference to law!
Venezuela: Now Comes the Hard Part!
Venezuela: Now Comes the Hard Part! This analysis focuses on the reasons why there is no bonanza in waiting for the US in terms of Venezuelan oil capture. In brief: It's the wrong sort of oil and there is little global demand for it. Costs of getting it out of the gr…
Venezuela: will oil majors rush in ?
Will US Oil Majors rush into Venezuela where others fear to tread?