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
News LibraryShowing All Results
29 Apr 25
RTHK: The Close with Carolyn Wright and Richard Harris
A great discussion on the power struggle between the US & China. Why China has escalation dominance. What it means for US assets, The European angle in new alliances with China? Read More
28 Apr 25
Great Waves Look Over Others Coming In.
Great Waves Look Over Others Coming In. Investment Conclusion Stick to the conservative asset allocation in the Wealth Preservation Portfolio at the end of this note. President Trump’s postponement of reciprocal tariffs and conciliatory texts about China do not indic... Read More
26 Apr 25
Russia - Ukraine War - Update 3 - The European & UKrainian Agreed Ceasefire Proposal
Below is the content of joint European & Ukrainian Ceasefire Proposal finalised in London this week. It was given to the US side before Witkoff's visit to Putin. We shall see what comes out of that. The relevance to investors is this. US objectives diverge inceasi... Read More
23 Apr 25
Ukraine - Russia: ceasefire deal update 2
Ukraine. Rubio and Witkoff will not attend talks in London after Ukraine rejects parts of the Ceasefire Proposal (giving Crimea to Russia). Ex General Kellog will go instead. Putin will be delighted. Zelensky can now be framed as the reason why the Cease Fire P... Read More
23 Apr 25
Update to The Truce Proposal Report (Tuesday, April 22, 2025)
#Putin#Putin Strategy#Vladimir Putin#President Putin#Truce Propsal & Negotiations#Russia’s Illegal War in Ukraine
The Truce Proposal Update. British newspaper (FT) article claims Putin ready to agree a ceasefire based on actual front lines and abandon precondition that the unoccupied remainder of the so-called (Witkoff) five Ukrainian provinces be handed over to Russia in advance o... Read More
23 Apr 25
Peter Lewis Money Talk: a lively discussion on the Trade War theme of who will suffer most and blink first: the US or China
#US-China Cold War#US-China Relations#US-China Trade War#China.#Trade War#US-China#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs#Fentanyl tariffs#Escalation Dominance
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
22 Apr 25
The Truce Proposal
The Truce Proposal Investment Conclusion The joint US, EU & Ukrainian Ceasefire Proposal – outlined below - to be finalised in London this week, will be rejected by Moscow. This inevitably leads to escalation. Scenarios: President Trump withdraws from Europe ... Read More
20 Apr 25
On a Train in China
#Tariffs#China Stimulus#US-China Trade War#People's Bank of China (PBoC)#US-China Trade Relations#PBoC (People's Bank of China)#China Renminbi#Economy (China)#US-China#Trump's 100 Policy Blitz.China GDP#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs
On a Train in China Investment Conclusion The US confrontation with China will escalate further. China has escalatory dominance. And the confrontation is an opportunity for Beijing to pursue other goals left by the vacuum of US soft power withdrawal and the injury cause... Read More
15 Apr 25
The Weaponisation of Economics (Part 2: Economic Weapons of Mass Destruction)
#Trump Policy#Trade Wars#US-China Trade War#Trump Administration#Donald Trump#Trade War#Trump Tariffs.#EU-US Trade War#Trump - Putin Call#President Trump#Trump Tariffs and Treaty Destruction
The Weaponisation of Economics (Part 2: Economic Weapons of Mass Destruction) Investment Conclusion The weaponisation of the global economy has a life cycle of its own. Economic Weaponisation is growing in lethality and sophistication. Weaponisation is shaping t... Read More
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us