24 June 2018 Even in comparison with the recent deterioration in diplomatic norms, the breakdown of the recent Group of 7 meeting was breath-taking. The long-planned gathering, cut short by US President Trump's early departure for his hastily planned Singapore summit with North Korea, began with Donald Trump's advocacy to include Russia in future occasions. … Continue reading USA and European Union: With Friends Like These…..
4 April 2018 Enjoy the podcast in which I review how well our 2018 strategic themes are playing out, and take a look athe the rest of the year. Inflation, populism, and protectionism were the key Q1 market drivers, even as the US tax reform boosted American corporate earnings significantly. Personnel changes at the White … Continue reading Q2 Global Strategy: Iran, Korea, China & Russia Hold the Key
23 January 2018 On 30 January, President Trump will deliver his first State of the Union speech. To be sure, the state of the US economy is healthy (I will leave it to others to assess the state of the Union). Indeed, GDP has advanced at over a 3% clip during the past nine months. … Continue reading State Of the Union: Jam Today, Cuts Tomorrow
9 January 2018 One of my New Year's resolutions was to broaden the types of content offered on this site to make life easier and more stimulating for investors and subscribers. In this spirit, you are invited to listen to our first podcast. This broadcast summarises a blog published in December outlining key investment themes … Continue reading 2018 Strategy Podcast: Aging Rally or More to Play For?