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... Read More
Reports LibraryShowing All Results
27 Feb 25
Middle East – Iran – Update – Nukes
#Trump#Middle East#Israel#Iran#Iranian Confrontation#Trump Administration
24 Feb 25
US Key Tariff Dates
#Tariffs#US-China Trade War#Trade War#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Remedial Tariffs#EU-US Trade War
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 ... Read More
24 Feb 25
German Election - not 1st class but may get us there
#FDP#Europe (Germany#Helmut Kohl#Chancellor of Germany#Chancellor Helmut Kohl#German Chancellor Helmut Kohl#German Bundestag#German Constitution#AfD (Alternative for Germany)#Free Democrats (FDP)#CDU/CSU#Christian Democratic Union (CDU)#Markus Söder (CSU)#AfD#German Federal Election#BSW Bundnis Sahra Wagenknect#Friedrich Mertz
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. Read More
23 Feb 25
German Election Update: An Economy Class Seat Instead of 1st Class to the Right Destination
#Germany#CDU#SPD#FDP#NATO#German Politics#Chancellor of Germany#German Bundestag#EU NATO#German Constitution#German Parliament#German Election Results#AfD (Alternative for Germany)#German Elections#Free Democrats (FDP)#German Equities#CDU/CSU#Social Democratic Party (SPD)#Christian Democratic Union (CDU)##Bundestag Wahl
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... Read More
21 Feb 25
Geo-economics: The 13 Prophesies of the Apocalypse
#Trump#Ukraine#NATO#Putin Strategy#EU NATO#Vladimir Putin#President Putin#Zelensky##Liberal World Order#EU Defence Spending & Strategy
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! Read More
20 Feb 25
Germany - The Winds of Change?
#Germany#SPD#Opinion Polls#Armament Supply#Europe (Germany)#Chancellor of Germany#AfD (Alternative for Germany)#German Elections#Free Democrats (FDP)#CDU/CSU#Die Linke#Social Democratic Party (SPD)##German Grand Coalition#BSW
Germany Bundestag Elections. A victory for a Grand Coalition led by the CDU’s Friedrich Merz, made up of the major parties (CDU/CSU + SPD plus possibly FDP or Greens), which controls two thirds of the seats in Bundestag & Bundesrat, would open the door to dramatic reform in... Read More
20 Feb 25
Update: the FOMC Minutes - January FOMC
#FOMC#US Federal Reserve#Federal Open Market Committee (FOMC)#FOMC Minutes
Minutes of the Federal Open Market Committee, January 28-29, 2025 I thought the most significant statement in the Minutes was this: “the effects of potential changes in trade and immigration policy as well as strong consumer demand. Business contacts in a number... Read More
18 Feb 25
Divorce a l'Americain
#EU#Trump#Russia#Ukraine#Putin#Xi#Trump Policy#Grayzone Warfare#NATO#Trump Administration#Ukraine War#Europeans#President Putin#Liberal World Order#Lavrov#Ushakov#President Xi
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... Read More
15 Feb 25
Rough Calculation of potential US Reciprocal - Remedial Tariffs
#Tariffs#Trade War#Trade Policy#Trump Tariffs.
Brace Yourself! Reciprocal US Tariffs. - tariffs likely to be announced April. These are not in market prices. The report sent you on Friday 15, 2025 - The Anatomy of Exceptionalism- deals with the categories of Tariffs President Trump is likely to impose see Chap... Read More
14 Feb 25
Anatomy of Exceptionalism
#US-China Cold War#USA#American Economy#US Equities#USD (US Dollar)#US-China#US Exceptionalism#US Fiscal Policy#US Sovereign Debt#DOGE
US Exceptionalism is the investor conviction that “things can’t go wrong in the US of America” for you or your money. Like Frankenstein, “Exceptionalism” is half man, and half beast, half economic reality and half perception - laced with large dollops of hope. The markets ca... Read More
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