President Trump – Love Him or Hate Him – Don’t Underestimate Him! Investment Conclusion: When a big ship goes full circle in a stormy sea, it creates what is known as a 'Duck Pool' of calm water (once use to land naval sea planes). That lasts a while before the big... Read More
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13 Jun 25
Middle East: Good Cop, Bad Cop & The Bactrian Camel
#Middle East#Israel#Iran#Trump Policy#Iranian Confrontation#Trump Administration#Donald Trump#Netanyahu#President Trump#Israel-Iran War
Middle East: Good Cop, Bad Cop & The Bactrian Camel Investment Conclusion The Israeli attack on Iran was coordinated with the US. The strategy is intended to force Iran to denuclearise on President Trump’s terms. Thus escalation will be limited for now as Ira... Read More
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
03 Mar 25
The War of the End of the (NATO) World.
#Ukraine#US Administration#NATO#Trump Administration#Ukraine Invasion#Euro Summit#Ukraine War#Zelensky#Defense Spending#Trans-Atlatntic Relations#President Zelensky#Vance#Thugs
This report charts the effects of the breakdown of the Trans-Atlantic Alliance on geo-economics and what to do about in portfolios. The Wealth Preservation Portfolio is at the end. Read More
27 Feb 25
Middle East – Iran – Update – Nukes
Iran's rising stockpile of weapons' grade uranium is proof Tehran is looking to nuclear weapons to replace its shattered proxies, Israel will not tolerate this. The timing of war and its scope is still towards end of this year or early 2026. But this is a guess, A lot depend... Read More
18 Feb 25
Divorce a l'Americain
#EU#Trump#Russia#Ukraine#Putin#Xi#Trump Policy#Grayzone Warfare#NATO#Trump Administration#Ukraine War#Europeans#President Putin#Liberal World Order#Lavrov#Ushakov#President Xi
Divorce a l'Americain The Liberal World Order and NATO are dead ducks. That opens the way for the Trump 2 Administration to hit Europe with very high (remedial/reciprocal) tariffs in April. Trump has no need for Europeans to help him with Ukraine. The EM... Read More
13 Feb 25
Ukraine: Worse than Minsk
#Russia#Ukraine#EU Commission#Trump Policy#Trump Administration#Donald Trump#EU (European Union)#Ukraine War#Russia's Economy#Global Alliances#Currency (US Dollar)#Russian Influence#Deglobalisation#Deglobalization#Alliance of Autocracies#Alliance of Democracies#Trump Tariffs.
The liberal world order, if not dead, is very ill in bed. What replaces it will not be orderly or come cheap. States, previously part a network of alliances, will go it alone to ensure their own defense and strategic interests. There will be a massive increase in defence... Read More
06 Mar 19
Capital Punishment
#US#Asia#China#Germany#Strategy Archive#Economy#Europe#Auto Sector#Global Trade#Debt Crises#Tax Cuts Package#Trump Administration#Risk Assets
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
30 May 17
Donald's Dying Dollar
#Politics#Strategy Archive#Dollar#Inflation#Federal Reserve#Currency Markets#Trump Administration#Growth Rates#European Equities#US Elections#Welfare Programs
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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