President Trump’s Asia Trip – Not Trade but the New Cold War Investment Conclusion The trade result of President Trump’s Asian trip is to dial us back to where we were in February of this year as measured by tariffs. Some of the US “wins” need further evidence. For exam... Read More
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22 Oct 25
Global Shipping: US Titan or Titanic?
#Tariffs#Shipping Lanes#Shipping#Trump Tariffs.#US Tariffs#China Tariffs#Container Shipping#US & China Port Tariffs
Global Shipping - The US: Titan or Titanic Summary Shipping is like dark matter in the Universe. It keeps things expanding smoothly. It runs hypothetically in the background of world affairs like dark matter and energy in the universe. It prevents (stellar or earthly)... Read More
19 Oct 25
Odd bins
#China Plenum#France#China Stimulus#Trump Policy#US-China Trade War#US-China Trade Relations#Shipping#Ukraine War#China Communist Party#Trump - Putin Call#China Tariffs#Ukraine Russian Ceasefire#China Trade War#Container Shipping#Ukraine. President Zelensky#France Sovereign Debt Crisis#Trump Ukraine Rhetoric#France-Lecornu#Asset Bubbles Burst-Corrrection or Catastrophe?#CCP China Party Plenum
Odd bins. Investment Conclusion When the bubble bursts, will it be a correction or a catastrophe? Preview and thoughts next. Increase exposure to safe haven assets (see Wealth Preservation Portfolio (WPP) at the end). AUD and SGD longs are being added to the WPF. Read More
15 Jul 25
President Trump’s Putin Pivot
#Tariffs#Trade Wars#US-China Trade War#Trade War#Ukraine War#Trump Tariffs.#US Tariffs#Remedial Tariffs#EU-US Trade War#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs#Russia’s Illegal War in Ukraine
President Trump’s Putin Pivot Investment Conclusion Trump’s Pivot on Putin is probably due to a sense of personnel betrayal. This is likely to make it more durable than if it was based on a moral policy vision. The pivot has the potential to change the battlefield in ... Read More
11 Jul 25
Peter Lewis, Money Talk:
#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs
Peter Lewis: Money Talk.with David Roche. What is the significance to markets of Trump’s week of Pronouncements on tariffs. Here we discuss the economic significance of tariffs and for how long markets can ignore them. Read More
11 Jul 25
RTHK: The Close - Business and Market Discussion with Carolyn Wright, David Roche and Richard Harris
#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs
RTHK The Close: Carolyn Wyat, Richard Harris, and David Roche talk about what China data is telling us about the effect of tariffs. Then we explain why markets will ignore the latest Trump pronouncements for a short whike but not forever, Read More
03 Jun 25
RTHK: The Close: are tariffs old news?
Markets getting used to tariffs - The case for and agaist. What FOMC ‘s Waller says. Read More
02 Jun 25
NDTV India: Tariffs & Why Trump will escalate & Potential Russian Escalation which would matter to markets
#Tariffs#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs#Fentanyl tariffs#Movie Tariffs.
Three ideas: Trump is more likely to escalate than de-escalate after the International Trade Court ruling. What does this mean for markets. And the escaltion of Russian hostilities in Europe - one to watch and which markets are ignoring Read More
13 May 25
The Phoney Peace?
#Tariffs#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#China Tariffs#Fentanyl tariffs
The Phoney Peace? Investment Conclusion The market reaction to reduced US-China tariffs is unwarranted. The S&P 500 has clawed back all of its post Liberation Day losses and is only 5% below its peak. The existing tariffs and uncertainty will do a lot more... Read More
06 May 25
Peter Lewis Money Talk
#US-China Cold War#US-China Relations#China.#US-China Trade Relations#US-China#Trump Tariffs.#US Tariffs#Remedial Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#China Tariffs
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
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