Time Past & Time Future. What this piece discusses: Why markets are where they are - across all categories? Six drivers are isolated. Can what got us here take us further? What would have to happen for that be our fate? What do consensus forecast expect for 2025?... Read More
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10 Dec 25
Time Past & Time Future
#European Commission#Euro Area#Trump Tariffs and Treaty Destruction#Europe-Russia the coming conflict.#Trump Ukraine Rhetoric#Japan-Takaichii#Trump's 28 Point Peace Plan#Trump's Serial Betrayalls of Ukraine#Japan-The Sustainability of Sovereign Debt#The Six Macro Risk Factors for Markets#The Cost of Trump's Spheres of Influence#The Alliance of Dictators and Dictator Wannabes.
22 Nov 25
Ukraine: US 28 Point Plan is a Yalta moment for Europe.
#Russia#Ukraine#Russian Energy#Russian Debt#Ukraine Invasion#Ukraine War#Putin Strategy#Vladimir Putin#President Putin#Russian Influence#East Ukraine#Zelensky#Trump Russian Business Deal#President Zelensky#Ukraine Ceasefire#Ukraine Truce#Russia’s Illegal War in Ukraine#Ukraine Russian Ceasefire#Ukraine. President Zelensky#Trump & Putin#Russian escalation in Europe#Russia Foreign Exchange Assets#Trump Ukraine Rhetoric#Russian Assets#Trump's 28 Point Peace Plan
President Trump's 28-Point Peace Plan. President Trump's 28-Point Peace Plan is the often repeated but now irrefutably defined proof that the US in on the same page as Putin about the causes and resolutions of Russia's war in Ukraine. But this time is different... Read More
21 Nov 25
Ukraine: US 28 Point Plan backing Russian Demands is a Yalta moment for Europe
#Ukraine Invasion#Trump Russian Business Deal#Ukraine Ceasefire#Russia’s Illegal War in Ukraine#Ukraine Russian Ceasefire#Ukraine. President Zelensky#Russian escalation in Europe#Europe-Russia the coming conflict.#Trump Ukraine Rhetoric#Russian Central Bank Assets Expropriation#US 28 Point Plan..
Ukraine: US 28 Point Plan backing Russian Demands: a Yalta moment for Europe. *Ukraine- US backs Russian demands.* Below is the full 28 point US plan drawn up without consultation with any allies. It is tantamount to a full capitulation of Ukraine and satisfacti... 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
26 Sep 25
Peter Lewis Money talk with David Roche and Fancis Lun discussing: China the green ambitions and why the EU is the over-achieving dark horse; Trump change of tone on Ukraine- blather ot substance; The Fed loss of independence. h
#US Federal Reserve#Ukraine War#Environmental Sustainability#Environmental Policies#Central Banks (US Federal Reserve)#US Federal Reserve Independence.#China - the greening of the economy#Trump Ukraine Rhetoric
Peter Lewis Money talk with David Roche and Fancis Lun discussing: : China the green ambitions and why the EU is the over-achieving dark horse; Trump change of tone on Ukraine- blather or substance; The Fed loss of independence. Read More
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