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Navigator
This week's Navigator takes the plunge: What is causing the Precious Metal and Hard Asset Meltdown? How far will it go? Is the long term story still intact, When to buy again? Middle East will the whole thing turn TACO? Why not? Why every outcome of a war is not be…
NDTV Profit: David Roche: What does Kevin Warsh mean for the US economy and markets?. India -The Budget: What does the economy need ?
NDTV - The Warsh appointment- what’s good & what’s bad about it? India - what needs to be done for the economy to boom sustainably and what can the budget address to make it happen?
The Warsh Identity
The Warsh Identity Investment Conclusion The appointment of Kevin Warsh to be the next Fed Chair is not at all bad. But it will not change the path of global de-dollarisation or the dilution of Fed independence. However it might slow the pace a little. Warsh is unli…
Iran War-ning
Iran War-ning. Investment Conclusion. The arms build-up in the Middle East (ME) is consistent with war, not blockade, in coming days. The war aim will probably be to overthrow of the regime. Lesser war aims are possible, such as obliterating more Iranian ballistic mi…
Gold, the Gap and the Clotty Sheep!
Gold, The Gap and the Clotty Sheep! Investment Conclusion The Wealth Preservation Portfolio is reducing gold by one fifth from its current weighting in the portfolio of 17% (after price run up). The proceeds are being added to safe haven currencies. These are AUD, SG…
NDTV The Big Question: India - EU More Than Just Trade Deal - Vikram Oza & David Roche:
NDTV The Big Question: India- EU More Than Just Trade Deal - Vikram Oza & David Roche:
Money Talk: Peter Lewis, Mark Michelson, Tim Huxley debate the shape of things to come- the long view.
Money Talk: Peter Lewis, Mark Michelson, Tim Huxley debate the shape of things to come- the long view.
Navigator
Navigator. Investment Conclusion. This is the year capital will leave the US. The US will be increasingly isolated. The US$ will have a serious leg down as a reserve and trade currency. The cost of this will be borne by the US economy and financial markets. The ane…
Iran: The whole Hog?
I ran - The Whole Hog Investment Conclusion. War to achieve regime change in Iran is looking imminent. The initial result will be risk off and rising oil prices. But longer term a renascent Iran will reduce global oil prices by US$10-12/bbl. This is all set out in…
NDTV The. Big Question - comparing the economic arsenals of Europe Vs US….guess who holds all the cards?
NDTV The. Big Question - comparing the economic arsenals of Europe Vs US….guess who holds all the cards? The EU’s Anti Coercion Instrument confers almost limitless powers on the EU disrupt the US’s vast businesses. The US defines its economic power as its ability to hu…