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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!
Divorce a l'Americain
Divorce a l'Americain The Liberal World Order and NATO are dead ducks. That opens the way for the Trump 2 Administration to hit Europe with very high (remedial/reciprocal) tariffs in April. Trump has no need for Europeans to help him with Ukraine. The EM…
Ukraine: Worse than Minsk
The liberal world order, if not dead, is very ill in bed. What replaces it will not be orderly or come cheap. States, previously part a network of alliances, will go it alone to ensure their own defense and strategic interests. There will be a massive increase in defence…
RTHK THe Close on Radio 3 with Carolyn Wright
RTHK The Close with Caroln Wright: - What’s the thimking behind the tariffs? - Chibna’s deep reaction - not mild but threatening. - How Netanyahu played Trump to reinforce his ghold on office. What does this mean for Gaza. Will a renewal of hotsilites involve Iran and oil an…
The Countdown Days of Trump II
What does the Gaza ceasefire accord mean? The answer is a lot. It defines the Trump II administration’s foreign policy – peace through strength with decisive personalised interventions. It makes it clear that there’ll be no immediate Israeli attack on Iran sanctioned by the US. …
Peter Lewis Money Talk
Discussion with Mark Nicholson, Barry Wood and Peter Lewis about: 1. are Tariffs the only answer to China surpluses and everyone else's deficits. 2.What are China's booming exports telling us about future export demand. 3. Is shins really refocusing stimulus on creating consum…
Astern!
We're in for a bear market in most asset classes during 2025. This piece integrates the macro and micro reasons for that conviction. The core conviction is that macro-risk is out of synch with market volatility. This will be resolved by market volatility rising as macro …
The Micro Podcast on Macro Matters.
Quantum Strategy - David Roche - The Micro Podcast on Macro! Sign on for Free Research Trial: https://www.QuantumStrategy.org Coming up his week: - The pulling forward of demand in China that will create gaps in demand later: Exports, Consumer Durables, Autos and…
CNBC: Europe: Steve & I on whether the only word we need to learn to pronounce next year is "Trump" to which we added Xi, Putin ...
A short history of 2025 - starting with how the reign of Trump could go wrong or right and then applying the same doomster methodology to reading the cards for Xi and Putin.......finishing with a modest forecast for the little old UK.
Russia Rough Update
Investment Conclusion. Since “Incidentally” was published ( Incidentally 11252024) explaining how things were going to get rough for Russia because of new sanctions on Russia’s financial system and the dark fleet, things have indeed started getting rough for Russia. This can have…