This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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09 Jan 22
Russia - Putin's Modest Proposal
#US#Security#Energy#Gas#Politics#Russia#Ukraine#Markets#Putin#Biden#Strategy Archive#Europe#Commodities#USD#NATO#War#Coal
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
01 Nov 21
Japan - The Sun Can Also Do Nothing
#Finance#Trade#China#Yen#Japan#Strategy Archive#Climate Change#Risk Management#Commodities#USD (US Dollar)#SGD (Singapore Dollar)#AUD (Australian Dollar)#RMB (Renminbi)
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
11 Oct 21
The Door To Where
#Finance#Agricultural Commodities#Strategy Archive#Economy#Equities#Gold#Interest Rates#Commodities#Bonds#Digital Currency#Supply Chain#Ethereum
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
10 Jun 21
Agro Boom - A Little Further To Go
#Strategy Archive#Supply and Demand#Commodities#Agriculture#Corn#Wheat#Balance Market Movements#Project Supply
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
05 May 21
The Bare Bones Of It
#Strategy Archive#Equities#Inflation#Currencies#Commodities#Bonds#Labour#Productivity#Government#Budgets#Regulation#Retailing
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
16 Feb 21
Herding Cats
#Finance#UK#Monetary Policy#Markets#Strategy Archive#Economy#Australia#Europe#Fiscal Policy#COVID-19#Currencies#Commodities#Bonds#Norway#USA#Cryptocurrencies#Asset Allocation
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
18 Jan 21
Buying Food
#China#Strategy Archive#Economy#Supply and Demand#Commodities#Agriculture#Food Prices#Global Stock Markets
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
13 Nov 20
Covid - Deus Ex Laboratorium
#US#Strategy Archive#COVID-19#Commodities#Stock Market#Vaccine Development#Cyclicals#Life Expectancy#Poor Countries#Safety#Efficacy#Macroe Events#Global GDP#Macro Policy#Economic Consequences#Independent Strategy
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
22 May 19
Bad Things Do Happen To Lucky People
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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