Read More 2 minute read OOther News Could the Removal of Tariffs be a Light in the Inflationary Darkness?30 May, 20221.4K views The US / China trade war has not received a great deal of media attention in recent years…
Read More 3 minute read OOther News Inflation Holds Near 40-Year High / US Consumer Still Strong23 May, 20221.3K views In what could be considered a strong contender for understatement of the decade, Jerome Powell said that lowering…
Read More 3 minute read OOther News China’s Zero-Covid Policy is Succeeding but at a Heavy Cost – How Long Can it Last?16 May, 20221.4K views Shanghai’s draconian measures to bring the coronavirus under control seem to be paying off. New COVID cases dropped…
Read More 2 minute read OOther News Fly Me to the Moon: Opportunities in Travel Stocks10 May, 20221.3K views Consumer spending faces multiple headwinds in 2022. Even after we factor in rising interest rates, the highest inflation…
Read More 2 minute read OOther News Crouching Tiger, Hidden Dragon3 May, 20221.4K views In an effort to curb the most recent Covid-19 outbreak in Beijing, authorities have announced that most of…
Read More 2 minute read OOther News Recession Risk: Part 2 – Positioning for Resilience25 April, 20221.4K views Last week we discussed the current situation for the global economy. We concluded that we are not seeing…
Read More 3 minute read OOther News Recession Risk: Part 1 – Murmurs Growing Louder19 April, 20221.3K views Talk of the possibility of a recession is growing louder in the financial press. We’ll be using this…
Read More 2 minute read OOther News China’s strategy damages its economy… But also creates an investment opportunity11 April, 20221.1K views Beijing’s extreme attempts to control recent Covid outbreaks is undoubtedly having a negative effect on the Chinese economy.…
Read More 2 minute read OOther News Yield Curve Inversion: What Does It Mean, And Should Investors Be Worried?4 April, 20221.4K views This week we are getting technical, but bear with us. It’s important! A cautious consensus seems to have emerged…
Read More 2 minute read OOther News Hot inflation, higher interest rates, and what it means for investors28 March, 20221.2K views Volatility declined last week, although it remains above its long-term average, as the market digested the first monetary…