Why Trump is not a buy-on- the-dips opportunity but a change in world order that destroys globalisation and the liberal world order in ways that will profoundly change what you invest in. Read More

It is the dual targeting of US alliances politically and globalisation economically which makes the Trump 2.0 administration so lethal. Read More

RTHK: The Close: Trump Policy …………….. Trump What? Did i hear you right? Read More

The markets make no allowance for the diruption of economic nationalism, the destruction of global alliances and the the preparation of inevitable war. This report rips the veil of denial with 5 bullet points on one page. Read More

Trump’s damage to alliances confirms democracy as decaying and creates opportunities for both Chins and Russia. PLUS……all about this week’s twin meetings Read More

Iran's rising stockpile of weapons' grade uranium is proof Tehran is looking to nuclear weapons to replace its shattered proxies, Israel will not tolerate this. The timing of war and its scope is still towards end of this year or early 2026. But this is a guess, A lot depend... Read More

Here are 13 things that may happen as the Liberal World Order is replaced by the Unmentionable......... and how to protect yourself from the fallout! Read More

Divorce a l'Americain The Liberal World Order and NATO are dead ducks. That opens the way for the Trump 2 Administration to hit Europe with very high (remedial/reciprocal) tariffs in April. Trump has no need for Europeans to help him with Ukraine. The EM... Read More

The Micro Podcast on Macro Matter. Trump's tariffs and China's measured but lethal response. Netanyahu manipulated Trump into cementing him in office as Israel's PM. That makes more war in Gaza more likely. And does it mean that Netanyahu will be able to manipulate Tr... Read More

CNBC Market Alert: - Why US "exceptionalism" will fail this year and how tariffs will be a major cause. Read More