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Time Past & Time Future
Time Past & Time Future. What this piece discusses: Why markets are where they are - across all categories? Six drivers are isolated. Can what got us here take us further? What would have to happen for that be our fate? What do consensus forecast expect for 2025?…
Navigator.
Navigator. The publication of the US National Security Strategy last week might be written off as a Trump rant (on the lines of his UN speech) if it did not name the EU as an enemy to be undermined by US support for extremists. It is hard to see how the US and Europe can…
The New Cold War – How China Wins It! (The New Cold War - Part III: An investor’s Guide)
The New Cold War – How China Wins It! ( The New Cold War - Part III: An investor’s Guide) China may not always have intended to replace the US at the top of the global pecking order: geopolitically, militarily and economically. But it does now. This piece looks …
Navigator (The Replacement of Oddbins)
Navigator. The QS team tells me that “Odd bins” is a bad name because investors don’t want to look for research in a bin & my writings are garbage enough without associating them with a bin. So the new name is “Navigator”. Investment themes: Markets could be…
Ukraine: US 28 Point Plan is a Yalta moment for Europe.
President Trump's 28-Point Peace Plan. President Trump's 28-Point Peace Plan is the often repeated but now irrefutably defined proof that the US in on the same page as Putin about the causes and resolutions of Russia's war in Ukraine. But this time is different…
Gold – The International Reserve! - New Cold War Part 2.
Gold – The International Reserve! - New Cold War Part 2. This is the second part of the New Cold War. The first part: "Delineating the New Cold War: China’s Boa Constrictor Strategy" appeared last week. The New Cold War works like a train. FIRST, is the Nuclear A…
Delineating the New Cold War: China’s Boa Constrictor Strategy
Delineating the New Cold War: China’s Boa Constrictor Strategy The world is a split stage. The comedy of trade is playing on the right. On the left the New Cold War has begun between the Alliance of Autocracies and the fading ranks of the liberal, and not so liberal, demo…