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CNBC Squawk Box Asia: The Internationalistion of the Chinese Remnimbi - Why, When & what it means.
CNBC Squawk Box Asia: The Internationalistion of the Chinese Remnimbi - Why, When & what it means for the US$
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 …
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…
President Trump’s Asia Trip – Not Trade but the New Cold War
President Trump’s Asia Trip – Not Trade but the New Cold War Investment Conclusion The trade result of President Trump’s Asian trip is to dial us back to where we were in February of this year as measured by tariffs. Some of the US “wins” need further evidence. For exam…
Peter Lewis Money Talk
An in-depth discussion of Trump policies on Tariffs and Alliances. Mark Nicholsen, Barry Woods, Peter Lewis and David Roche discuss: has uncertainty peaked? Why no damage yet to US economy? The delay factor inherent in disruption to supply chains. The future of the US$ safe have…
China: No Pushover!
China: No Pushover! Investment Conclusion I would not be in any hurry to participate in the current market rally in equities, bonds or the US$. The US equity market today tells us the world is only 9% worse off than when President Trump took office and as…
Peter Lewis Money Talk: a lively discussion on the Trade War theme of who will suffer most and blink first: the US or China
This is a good debate on the workings of a trade war, who pays and why the US suffers most. We spend time analysing why the US concept that it holds the cards is just plain wrong and is a miconception of escalatory dominance in a trade war. We look at who will suffer most and w…
Anatomy of Exceptionalism
US Exceptionalism is the investor conviction that “things can’t go wrong in the US of America” for you or your money. Like Frankenstein, “Exceptionalism” is half man, and half beast, half economic reality and half perception - laced with large dollops of hope. The markets ca…