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12 Aug 25
The Trump – Putin Summit & Other Matters.
The Trump – Putin Summit & Other Matters . Investment Conclusion The risk of major market fallout from the Trump-Putin summit is about 25%. The assets to own would be Gold and the Yen. Meanwhile the shipping news points to continued slowdown on the ... Read More
12 Aug 25
RTHK: The Close - Business and Market Discussion with Carolyn Wright, David Roche and Richard Harris
#Trump Tariffs.#US Tariffs#Reciprocal Tariffs#Trump Tariffs and Treaty Destruction#Trump Emotional Tariffs#Trump Economic Tariffs#EU Tariffs#US Japan Tariffs#HK Market Boom
How the tariffs are becoming tools of hate not weapons of the economy and the irrational patchwork that this creates. Hong Kong as a safe haven from what is to come? Read More
11 Aug 25
The Mind of Miran
The Mind of Miran The Context. Stephen Miran’s appointment to the Fed is a small but significant step in what is increasingly becoming the creation of an alternative US monetary financial system based on Stable Coin Dominance, Crypto Financing and Monetisation of in... Read More
10 Aug 25
NDTV: India Stands Firm Against Trump's Tariffs with David Roche
On the day of the Trump tariffs on India for buying Russian Oil ........ A Rollicking Debate with much enraged Indian nationalism and a framework for the discussion set by David Roche in economic terms. Read More
09 Aug 25
US - Japan Trade Deal Update No 2.
Update Japan - US tariffs. This is an update of the state of play on Japanese US Tairffs which i sent to you two days ago (J apan - wosening news on execution of US trade deal) Japan's Chief Negotiator, Ryosei Akazawa, has returned to Japan. There is no joint ... Read More
07 Aug 25
Japan - wosening news on execution of US trade deal
US - Japan Trade Deal - wosening news on execution, Tokyo believed it had negotiated a promise that Japan and the EU would get the same 15% maximum tariff on virtually all items in Trump’s country-wide “reciprocal tariffs.” Tariffs below 15% would be raised to 15%. Tarif... Read More
06 Aug 25
Peter Lewis Money Talk: Peter, Gary Ng & I discuss the US Vs Chinese Economies.
#US Federal Reserve#US Economy#US Dollar (USD)#US Markets#US Treasury#US Federal Reserve Independence.
Peter Lewis Money Talk: What is the state of the US economy compared to China’s? Peter Lewis, Gary Ng and Little old me debate, discover and contrast! Read More
04 Aug 25
Odd Bins 08.04.2025 - Some significant shifts in portfolio positions
#Europe (West Germany)#German Equities#EU Implications of German Defence Spending#German Equities & Bunds#US - EU Trade Agreement#EU Tariffs#EU Equities#Portfolio Risk Assessment
Odd Bins 08.04.2025 - Some significant shifts in portfolio positions Investment Conclusion The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for global equities are rising, not falling e... Read More
04 Aug 25
Odd Bins - some portfolio chnages of consequence!
#Germany#Euro Position#Europe (Germany)#Euro Area#German Equities#German Equities & Bunds#EU Equities
Odd Bins - some portfolio chnages of consequence! Investment Conclusion. The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for equities global equities are rising, not falling even if the threat of a re... Read More
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