America first trade could be a long term win. The Trump administration’s America first policy is not just political rhetoric. US president Trump’s willingness to escalate tariffs on China is a clear sign of a foreign policy shift in Washington. America first policy comes from the interwar period and was advocated by the America First Committee, a non-interventionist pressure group against the American entry into World War...
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Let’s zero in on the global unicorn club. Investing in start-up unicorns is dicey, but if you have the means and are lucky or skillful enough to invest in a winner, then you’ll be reward with sizeable capital gains. Investing in the global unicorn club could be a fast track to wealth creation, bearing in mind those on the rich list are either owners or investors in start-ups So the route to serious wealth is not all about...
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The recent escalation of US trade tensions with China, through an international optic, is about defending Atlanticism. Atlanticism is a belief that the world’s stability and prosperity come between a close-knit relationship between Western Europe and the US through economic and military cooperation, hence NATO. Atlanticism is also about defending USD hegemony and keeping the seat of the Empire in Washington US President...
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Spotting the next great investment wave by using macro trends is often how alpha investors, those with a track record of performance, pick winners. What are the macro trends? Macro trends are long-term directional shift which has an impact on a large population, often on a global scale. Some current examples of macro trends include urbanization, automation, changing demographics and climate change. Macro trends can be distinguished...
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Housing bust version II is now in play with a few notable differences, interest rates are near a record low, and the big falls are being registered in high-end properties, typically expensive metrópolis. Housing bust version II is already global The last housing bust was characterized by a period of high-interest rates which led to defaults of sub-prime mortgages in the US home market. This latest housing bust could have its origins...
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