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
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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
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
19 Mar 25
The Call - Dial "M" for Moscow.
The Call - Dial "M" for Moscow “ The absence of war is not peace and can be the prelude to war” Putin offered Trump just enough to prevent a breakdown in negotiations. The sectorial “Truce” is meaningless. Putin will use upcoming talks to pursue Russia’s maxim... Read More
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