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... Read More

Why the US war on trade is fatal for US$ role as reserve currency and US Exceptionalism. What does this mean for US stocks & Treasuries? Read More

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... Read More

Quantifying what Trump means for US GDP & Others' Read More

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