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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…
Money Talk with Peter Lewis, Barry Wood, Simon.Kavanagh & little old me.
Robust conversation on: * German Election: the next four years are critical for the german economy, defence, europe. Domestically, in order to deprive the AfD of youth and lower income groups’ support, the economy must become the rising tide to lift all boats. * US Trump …
US Key Tariff Dates
Tariffs will continue to be a source of instability in markets. The McKinley Factor, (January 26, 2025) & The Anatomy of Exceptionalism , ( February 10, 2025) analysed the key role of tariffs in President Trump’s thinking and how this influenced how they were used. No need …
RTHK The Close - Carolyn Wright & I discuss the state of the world this week!
Carolyn Wright & I discuss the state of the world. the big issue is whether there is life beyond Trump. we cover the break up of the atalntic - alliance and NATO. US data depresses the market is this a blip or a preursor of the fear of Trump policies? China AI - no doubt g…
German Election - not 1st class but may get us there
We are staying long German equities, particularly defence, on the grounds that the election result will result in economic reform and state investment in key sectors like the military and productivity boosting mechanisms laid out in the Draghi and Letta reports.
German Election Update: An Economy Class Seat Instead of 1st Class to the Right Destination
A Midnight Update on the German Elections. ( sorry for typos etc. they will be righted in the report version) On balance this was an ok result. Not a dream ticket, But one that will begin to move Germany towards econimic revival. Among European equities Germany is…
Geo-economics: The 13 Prophesies of the Apocalypse
Here are 13 things that may happen as the Liberal World Order is replaced by the Unmentionable......... and how to protect yourself from the fallout!