The year behind was one for the history books but if 2020 was merely the opening chapter of these extraordinary times, then buckle up because there could be volatility ahead in 2021. The two political events staring right at us, the US presidential inauguration 2021, and Brexit have the potential to trigger extreme volatility in 2021 Polarized politics, driven by passionate ideologues, whether it be Trumpism or Brexit, could be the...
Read More
So, the UK-EU leader’s dinner ends without a climax, and GBP goes down with gusto, a week later, as the market adjusts to a no-deal Brexit reality. A no-deal Brexit reality should come as no surprise Bearing in mind the UK government has been building up to 29 lorry parks across England to deal with border trading chaos after Brexit for the past year. What I found strange was how long it took the heavy volume algorithmic robot...
Read More
We are in the midst of the Great Reset, according to influential CEO Klaus Schwab Chairman from the World Economic Forum. Be prepared for what is about to come. George Orwell’s Dystopian fiction classic “1984” provides us with a hellish road map of where next in the “build back better” Great Reset of the post-pandemic 2020. Orwell’s 1984 depicts a dark future where technology exists in the public realm only as...
Read More
The deflationary, reflationary bet is currently playing out as speculative capital flows seek to capitalize on either falling or rising prices. The deflationary, reflationary bet, or trade, could both end-up being winning trades at different investment time intervals In the short term, the likely winner of the deflationary, reflationary bet is likely to be those trades geared towards falling prices, known as the deflationary trade....
Read More
What would a Biden leadership bring to the international stage, moreover, how is it likely to impact future capital flows and portfolios moving forward? A Biden leadership is likely to favor multilateral trade agreements, which implies the return of globalization, and the rolling back of the outgoing Trump administration’s nationalistic agenda of bilateral trade agreements So, a Biden leadership will strengthen multilateral...
Read More
Could we see post lockdown macrotrends emerging from covid? The psychological impact of the pandemic could result in changes to behavioral consumption patterns, which could last longer than the virus itself. Throughout history every major event has had a psychological fallout, it took an entire generation to get over the frugality that was brought about by the Great Depression. So, the 2020 pandemic Great Depression II is likely to...
Read More
Recent Comments