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Navigator
Navigator I am biting the bullet and cutting Japanese equity and yen positions. Keeping the short yen on. The reason is twofold: disastrous budget that will push 10yr Japanese JGB yields above Bund's at 2.7% ; and China putting Japan in the crosshairs to make an ex…
The New Cold War – How China Wins It! (The New Cold War - Part III: An investor’s Guide)
The New Cold War – How China Wins It! ( The New Cold War - Part III: An investor’s Guide) China may not always have intended to replace the US at the top of the global pecking order: geopolitically, militarily and economically. But it does now. This piece looks …
Navigator (The Replacement of Oddbins)
Navigator. The QS team tells me that “Odd bins” is a bad name because investors don’t want to look for research in a bin & my writings are garbage enough without associating them with a bin. So the new name is “Navigator”. Investment themes: Markets could be…
Ukraine: US 28 Point Plan is a Yalta moment for Europe.
President Trump's 28-Point Peace Plan. President Trump's 28-Point Peace Plan is the often repeated but now irrefutably defined proof that the US in on the same page as Putin about the causes and resolutions of Russia's war in Ukraine. But this time is different…
Ukraine: US 28 Point Plan backing Russian Demands is a Yalta moment for Europe
Ukraine: US 28 Point Plan backing Russian Demands: a Yalta moment for Europe. *Ukraine- US backs Russian demands.* Below is the full 28 point US plan drawn up without consultation with any allies. It is tantamount to a full capitulation of Ukraine and satisfacti…
CNBC: Squawk Box Asia : Market bubbles cracking! Gold & defence stocks are where to be , says David Roche
How to judge the potential economic fallout of bubble bursts and what to do about protecting your wealth.
Peter Lewis' Money Talk with David Roche & Richard Harris: the Bubble Dilemma.
Anatomy of bubbles, Which sorts do most damage. What is the hard evidence for bubbles now and what kind are they.? If bubbles burst is Asia,immune?. What to own?
Odd bins
Odd bins Investment Conclusion A renminbi based international payment and reserve system will take off within a year causing a leg down in the US$’s role as global reserve currency. Gold, not the RMB, will be the reserve asset of choice. Gold will go to US$6000 per t…
Gold – The International Reserve! - New Cold War Part 2.
Gold – The International Reserve! - New Cold War Part 2. This is the second part of the New Cold War. The first part: "Delineating the New Cold War: China’s Boa Constrictor Strategy" appeared last week. The New Cold War works like a train. FIRST, is the Nuclear A…