Darren Winters


On The Cusp Of WW3

On The Cusp Of WW3


Posted By on Apr 22, 2024

Are we on the cusp of WW3? The data points and sequences of events do not illustrate a harmonious landscape, as the unilateral world order is being challenged by existing and emerging great powers in armed wars on multi-fronts on several continents in the Middle East and Africa.  “Ukraine could be just round one of a wider escalating war in Europe,” written in a piece entitled,  Escalating War In Europe, dated March 2024....

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Phase Two Of WW3

Phase Two Of WW3


Posted By on Apr 8, 2024

Perhaps historians will define the current period as phase two of WW3.  “Ukraine could be just round one of a wider escalating war in Europe, leading to WW3,” I wrote in a piece entitled, Escalating War In Europe, dated March 2024. The anticipated fall of Ukraine might not be the end of the war, but the beginning of WW3, officially declared. April 2024, Ukraine’s defence lines are collapsing, and the final mass...

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Investment Funds

Investment Funds


Posted By on Mar 25, 2024

Not all assets perform equally, and the same can be said about investment funds, which are becoming popular amongst retail and professional investors. The advantage of investment funds is that they enable investors to gain sector exposure and mitigate the risk of investing in an underperformer in that category. The probability of investing in a stock investment fund that achieves alpha, beating the index, is more likely than an...

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Banks’ Unrealized Losses

Banks’ Unrealized Losses


Posted By on Mar 11, 2024

Banks’ unrealized losses in 2023 triggered some bank failures, with five banks curcuming to bankruptcy.  However, the banks’ unrealized losses in 2024 could trigger hundreds of bank failures  The 10-year treasury bond yield remains stuck above 4%, which signifies that bond investors are betting that the Fed’s 2% inflation target could be another fairytale.  Inflation for anything of value is likely in the double...

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Shrinking Manufacturing

Shrinking Manufacturing


Posted By on Feb 26, 2024

Shrinking manufacturing is underway in the eurozone’s largest economy, Germany where the sector is deep in a recession or a depression.  German Manufacturing PMI collapsed to 42.3 (Jan 45.5), 4 month low, which is depression territory. Anything under 50 is a contraction so with a worrying PMI of 42.3. Data tells a story. German manufacturing is de-industrialising, and that should not surprise anyone. An engine starved of fuel...

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USD Appreciation

USD Appreciation


Posted By on Feb 12, 2024

USD appreciation has been the theme since the last financial crisis in 2008. The EURO, the single bloc currency of a trading bloc valued at 16 trillion dollars (2022) and the second most globally traded currency, lost nearly 50% of its value against the USD since January 2008. USD appreciation against the pound sterling GBP is even more marked In January 2008, the GBP-USD exchange rate was 2.005, in January 2024, it is 1.26, and even...

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