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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10 Jun 25
The Gormless Eejit!
#Global Equities#Treasury Bonds#US Politics#US Equities#Sovereign Bonds.#Bonds (Treasuries)#US Presidency#US Policy#US$ Safe Haven Flows#US$ as Global Reserve Currency#US$ Portfolio Investment by Foreigners.#Equities Vs Bonds & the US$
The Gormless Eejit! Investment Conclusion Can equities continue to rise while US bonds and the US$ to fall? I got this wrong so far. This note looks at the economic logic of this divorce. It could continue if disruption is over. But that’s unlikely. The wider economi... Read More
16 Apr 18
Death Of Democracy (1)
#Politics#China#Russia#Strategy Archive#Economy#Democracy#Techno-Autocracy#Western World#Economic Development#US Politics
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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