Global Macroeconomic and Geopolitical Trends
Market Summary: The long and the short of it. Stocks got hammered at the opening of Asian markets after a weekend of nervous headlines surrounding the Wuhan coronavirus. All eyes and ears await the meeting between the World Health Organization and the Chinese officials. Meanwhile, the Shanghai Composite is down -2.75%, the Japanese Nikkei down […]
All Positions Liquidated. + 29.68% We will keep positions in Gold and Silver and anything essential in times of crisis. In 2013 we wrote; “This is the largest peacetime accumulation of debt in world history and our contention is that this ends through war, economic wars, currency wars, trade wars and finally physical war. War
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Market Summary: The long and the short of it. U.S. Markets: The equity markets stalled again yesterday following Chinese media comments on President Trump’s speech to the Economic Club of New York. China Global Times said, “Quite a lot of criticisms and complaints about China from President Trump in his latest speech, but hardly anything
The Impartial Lens Portfolio: We believe in a free market. We would rather have no war, no stupidity, no crony-capitalism, no nepotism, no corruption, no political circus, no fake news and we could very well do without the other seven deadly sins. Lust, gluttony, greed, sloth, wrath, envy and pride. In reality, we have
Market Summary: The long & the short of it. Most global markets rallied again yesterday on the contradictory comments from the U.S. and Chinese trade negotiators. The financial press decided to highlight the positive narrative and run with more optimistic comments. The S&P 500 nudged higher for another record finish at 3085 for a gain
Market Summary: The long & the short of it. The U.S. Markets awoke on Friday to some positive news. Firstly, a stronger than expected reading of the October jobs report enhanced bullish spirits in the markets. Secondly, the Chinese Commerce Ministry said the world’s two largest economies could reach “consensus on principles” during a “serious
Market Summary: The long & the short of it. Despite the avalanche of earnings releases being published for the third quarter, the attention of the market participants shifted to the Federal Reserve and its Chairman Jerome Powell. The Fed did indeed meet the expectations of the markets (all the action being priced in) and cut
Market Summary: The long & short of it. Stock markets opened positively in morning trading with the S&P 500 holding its head above the psychological 3000 mark, only to give up gains in afternoon trading and finish the day at 2995 or a loss of -0.36%. The New York Composite (NYA) mirrored the action of