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RTHK: The Close: Trump Policy …………….. Trump What? Did i hear you right?
RTHK: The Close: Trump Policy …………….. Trump What? Did i hear you right?
War Dividend
War Dividend A tectonic plateshift has started. There will be a War Dividend to recoup the Peace Dividend since the Fall of the Berlin Wall. Events in Europe will cause a global arms race as Alliances break down and nations and blocs “go it alone”. Defence demand will far exc…
Taiwan- Canary in the Coal Mine
Taiwan- Canary in the Coal Mine The disruption of the North Atlantic Alliance and the Liberal World Order are being acted upon by Beijing. Beijing beleives that these events reinforce its conviction that democracy is too decadent to defend itself and that the US will not…
The ECB - Seascapes, Poetry & more rate cuts to come.
ECB Policy Meeting. Conclusion: ECB will continue to cut rates by 25bp in each of the next two meetings. The ECB did as expected: 25bp off all three policy rates and changed to language on monetary stance from being restrictive to a more neutral stance. The…
Alarming for War
Financial market make no provision for the cost of economic nationalism, the destruction of alliances and the alignment of Russia and the US in an "obsedo-alliance". This will change. When it does expect recession or worse. The Confidence, Credit and Wealth loops from financi…
Arming For War
The markets make no allowance for the diruption of economic nationalism, the destruction of global alliances and the the preparation of inevitable war. This report rips the veil of denial with 5 bullet points on one page.
RTHK The Close with Carolyn Wright: Trump’s Ukraine Fiasco is China’s Opportunity
Trump’s damage to alliances confirms democracy as decaying and creates opportunities for both Chins and Russia. PLUS……all about this week’s twin meetings
CNBC SQUAWK BOX: what does Trump’s Obsesso-Alliance with Putin means for Europe & the World
Cnbc Squawk Box: what Trump’s obsesso-alliance with Russia means for Europe, NATO & the Trans-Atlantic Alliance.
The War of the End of the (NATO) World.
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.
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…