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Navigator: Divine Intervention
Navigator: Divine Intervention The Oil Supply figures that our research and the US Administration claim to be true are irreconcilable. One or the other will be proven completely wrong in September. Stay long Ice Diesel, EU TTF Gas and Brent (in that order). QS research finds that…
Yen: Why Intervention Can Work When It Shouldn’t! (And a Modest Road Map for Currency Weaponisation)
Yen: Why Intervention Can Work When It Shouldn’t! (And a Modest Road Map for Currency Weaponisation) This report analyses two things: · The US-Japanese Yen intervention. Why it can work for a while. But needs Japan to change monetary policy to make it last. This won’t happen. So …
Shifting Sands
Shifting Sands Investment Conclusion The result of the Japanese election heralds a period of weak government at a critical time. That undermines the safe haven status of the Yen. The Yen long position in the Wealth Preservation Portfolio is being sold. A short…
Death Of Demand Doesn’T Mean Death Of Japan
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