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

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

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

CNBC News Talk: Trump and Europe the Visceral Hate Thing Read More

CNBC News Talk: The Impact of Tariffs on China. Read More

David Roche- Quantum Strategy - The Micro Podcast on Macro Matters: Trump - Tariffs - and You! Indian Exceptionalism! The BoE and its coming 25 bp contribution to UK economic mediocrity... .....And this weeks data that may matter to markets Read More

China PMIs, Trump's first week, Deepseek Read More

Peter Lewis Money Talk - a great discussion of US policy, the break down of alliances and investment implications; Federal Reseve independence and the USD; and whether measures to shut China out of tech will result in China passing the US out. Read More