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Pax Vobiscum – The “Peace” Deal
Pax Vobiscum – The “Peace” Deal Investment Conclusion There is no peace dividend to be bought by investors except one based on the stupidity of traders! Use any momentary euphoria to build up more exposure to defence stocks: Europe and Korea are the prime focus. I wo…
David Roche of Quantum Strategy appeared on CNBC Access Middle East today,
David Roche of Quantum Strategy appeared on CNBC Access Middle East today, saying markets are overestimating the likelihood of an Iran peace deal. He noted that oil markets aren’t accurately factoring in current energy supply constraints and warned that a global inflationary sho…
The X-Disruptions
The 8 Disruptors! This the story of why flatworld forecasts of the future being an optimistic repitition of the past are just plain wrong. Here we delve into 8 Disruptors of such serendipity, 7 investment winners and 4 major losers. All are explore as th…
CNBC Squawk Box Asia: The Internationalistion of the Chinese Remnimbi - Why, When & what it means.
CNBC Squawk Box Asia: The Internationalistion of the Chinese Remnimbi - Why, When & what it means for the US$
The Fed and the BOJ: The Manichaean War for Central Bank Independence
The Fed and the BOJ More Fed cuts to come....but not the sort that will contiue to inspire confidence in equity markets. In Japan the battle for central bnk independence will be declared when Ueda raises rate by 75BP in the BoJ December meeting. That will …
Time Past & Time Future
Time Past & Time Future. What this piece discusses: Why markets are where they are - across all categories? Six drivers are isolated. Can what got us here take us further? What would have to happen for that be our fate? What do consensus forecast expect for 2025?…
Peter Lewis Money Talk: A Lively Debate on China Trade Strategy, THe US Strategy PLan & Why Bond Markets Turn Against Fed Cuts
Peter Lewis Money Talk: A Lively Debate on China Trade Strategy, THe US Strategy PLan & Why Bond Markets Turn Against Fed Cuts
NDTV profit. - The Fed, The BoJ, the Yen & the Carry Trade.
NDTV profit. - The Fed, The BoJ, the Yen & the Carry Trade.
Navigator.
Navigator. The publication of the US National Security Strategy last week might be written off as a Trump rant (on the lines of his UN speech) if it did not name the EU as an enemy to be undermined by US support for extremists. It is hard to see how the US and Europe can…