JohnDec 6, 20222 minChinese data suggests Covid testing is being reducedAsymptomatic cases in China have begun to diverge from symptomatic cases.
DavidOct 10, 20222 minTrump Blames U.S. for 'Almost Forcing' Putin to Invade UkraineTrump's new line of attack on Biden's foreign policy increases further what is at stake in the coming midterm elections
DavidAug 31, 20224 minGetting ready for a nasty showdownThe upcoming US mid-term elections are the most pivotal since 2010. I give you my predictions and go over the why and how. Buy gold in Oct.
DavidJul 28, 20223 minNow you see it, now you don'tI explain why the recession the market is getting so worked up about has actually already ended. I close out my long IEF position.
DavidJul 5, 20223 minPremature celebrationThe west has once again lost its moral high ground but with nothing to show for it. The war against Russia turns ever more surreal.
DavidJun 17, 20223 minUK most vulnerable to stagflationStagflation is coming. Which countries are most vulnerable? I came up with a simple ranking. GBP rally should be sold into.
DavidMay 31, 20221 minU.S. agrees to send advanced rockets to UkraineI explain why this piece of news guarantees a new year-low for global stocks
DavidMay 12, 20222 minNature Medicine: Modeling transmission of SARS-CoV-2 Omicron in ChinaA new research paper suggests doing away with Zero Tolerance would means 1.6 million deaths in China. I discuss what it means for all of us.
DavidMay 5, 20222 minUpside to US bond yields capped for nowThe Fed meeting reinforces my view that US bonds are now fairly valued. I will add to my IEF holding if yields run up again
DavidApr 22, 20223 minImplications of Macron's second term Macron is set to win the run-off election on Sunday. Does he deserve to win and what does it mean for the Euro?
DavidApr 8, 20222 minThe Mainichi: US House Speaker Pelosi postpones Asia trip after positive COVID testDoes Pelosi really have COVID? If you are long the stock market, you should hope that it is fake news.
DavidMar 30, 20222 minUS trade chief: need to "turn the page on the old playbook with China"The odds of US sanctions against China are going up. Bad news for risky and cyclical assets and the RMB
DavidMar 25, 20222 minWhy is the Ruble so Strong? The currency of a country can tell us a lot about the economy of that country. The Russian ruble (RUB), after having fallen 40% against...
DavidMar 3, 20221 minHKFP: China could move away from zero-Covid strategy ‘in the near future,’ top scientist My quick take: I didn't come across this piece of news until today. On Monday, the former chief scientist of China’s Center for Disease...
DavidFeb 28, 20221 minReuters: Putin says Ukrainian neutrality key to any settlementMaybe Putin watched my podcast yesterday :-) Link to article on Reuters.com
DavidFeb 22, 20222 minReuters: Russian troops in Ukraine's Donbas won't trigger broader sanctions - U.S. officialDevelopments over the past 24 hours reinforce my view that the conflict is more likely to de-escalate than escalate from here.
DavidFeb 17, 20222 minChina takes first place in COVID's second derivativeI am sad that Eileen Gu will soon be eclipsed by COVID. I am rooting for her so that I may get better levels to short the renminbi :-)
DavidFeb 16, 20222 minDW: 'We don't want war in Europe' Putin says in talks with ScholzIf Olaf Scholz pulls off a diplomatic feat this week, it would mean the further loss of American influence in Europe. Not a bad thing...
DavidFeb 3, 20221 minChina's consecutive days of 90+ COVID cases at record highWhether and when to abandon the zero tolerance policy is the biggest decision Xi has ever had to make...