Wealth Protection Portfolio - What's Going On This is what has been going on in the Wealth Protection Portfolio (“WPP"). C hanges are updated since March 1 in the text and the comes the WPP with recent and ongoing changes in red. Overarching theme : removal of expos... Read More

It is all about Trump. Read More

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

War Dividend A tectonic plateshift has started. There will be a War Dividend to recoup the Peace Dividend since the Fall of the Berlin Wall. Events in Europe will cause a global arms race as Alliances break down and nations and blocs “go it alone”. Defence demand will far exc... Read More

Taiwan- Canary in the Coal Mine The disruption of the North Atlantic Alliance and the Liberal World Order are being acted upon by Beijing. Beijing beleives that these events reinforce its conviction that democracy is too decadent to defend itself and that the US will not... Read More

ECB Policy Meeting. Conclusion: ECB will continue to cut rates by 25bp in each of the next two meetings. The ECB did as expected: 25bp off all three policy rates and changed to language on monetary stance from being restrictive to a more neutral stance. The... Read More

Financial market make no provision for the cost of economic nationalism, the destruction of alliances and the alignment of Russia and the US in an "obsedo-alliance". This will change. When it does expect recession or worse. The Confidence, Credit and Wealth loops from financi... 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

Cnbc Squawk Box: what Trump’s obsesso-alliance with Russia means for Europe, NATO & the Trans-Atlantic Alliance. Read More