Darren Winters

Commodity Returns

Posted By Darren Winters on Jan 20, 2021

Commodity returns over the last decade (2011-2020) tell a story of currency debasement, or monetary inflation, the rise of ESG investing with particular emphasis on reducing the human carbon footprint, and climate change or erratic weather patterns, which also have an impact on food commodity returns. Macro trends, defined as long-term directional shifts, have impacted commodity returns since 2011. Moreover, they are likely to impact...

Volatility Ahead In 2021

Posted By Darren Winters on Jan 6, 2021

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...

No-Deal Brexit Reality

Posted By Darren Winters on Dec 24, 2020

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...

Great Reset

Posted By Darren Winters on Dec 8, 2020

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...

Deflationary, Reflationary Bet

Posted By Darren Winters on Nov 26, 2020

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....