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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23 Feb 25
German Election Update: An Economy Class Seat Instead of 1st Class to the Right Destination
#Germany#CDU#SPD#FDP#NATO#German Politics#Chancellor of Germany#German Bundestag#EU NATO#German Constitution#German Parliament#German Election Results#AfD (Alternative for Germany)#German Elections#Free Democrats (FDP)#German Equities#CDU/CSU#Social Democratic Party (SPD)#Christian Democratic Union (CDU)##Bundestag Wahl
A Midnight Update on the German Elections. ( sorry for typos etc. they will be righted in the report version) On balance this was an ok result. Not a dream ticket, But one that will begin to move Germany towards econimic revival. Among European equities Germany is... Read More
20 Feb 25
Germany - The Winds of Change?
#Germany#SPD#Opinion Polls#Armament Supply#Europe (Germany)#Chancellor of Germany#AfD (Alternative for Germany)#German Elections#Free Democrats (FDP)#CDU/CSU#Die Linke#Social Democratic Party (SPD)##German Grand Coalition#BSW
Germany Bundestag Elections. A victory for a Grand Coalition led by the CDU’s Friedrich Merz, made up of the major parties (CDU/CSU + SPD plus possibly FDP or Greens), which controls two thirds of the seats in Bundestag & Bundesrat, would open the door to dramatic reform in... Read More
22 Nov 24
Is Germany a Casket Case?
Investment Conclusion. Germany is on the cusp of a major opportunity to reform its economy and galvanise that of the EU as well. The process is within its political grasp. If it lets it slip it could well be the EU that shatters on the floor. This piece is the storyline of how t... Read More
23 Jun 24
IS Le Dounut Francais (1)
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
02 May 24
Central Bank Update
#Yen#Germany#US Federal Reserve#Strategy Archive#Inflation#USD#European Central Bank#EUR#Renminbi#Treasury Securities
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
06 Mar 24
The ECB - Has It Killed The Golden Goose
#Central Banks#ECB#Germany#Strategy Archive#Economy#Europe#Inflation#Rates#Growth Rate#Federal Reserve#Currency (Euro)
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 Feb 24
The Fed - A Trinity Of Thoughts
#US#China#Japan#Germany#FOMC#Strategy Archive#Dollar#Inflation#Interest Rates#Federal Reserve#Eurozone Economy#Equity Earnings
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 Jan 23
Panacea Or Plaster
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
12 Oct 22
EU Energy - The Art Of The Possible
#Germany#Strategy Archive#European Union#Budget Deficit#Energy Crisis#Third Relief Package#GDP Impact#Headline CPI#Supply and Demand Dislocation#Demand Compression#Energy Efficiency#EU Commission Proposal#Price Caps
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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