Posts Tagged ‘Tariffs’
It’s Been Another Great Year, But Can It Really Continue?
It’s the season to be jolly, and let’s face it, whilst it’s been a very challenging year for yours truly from a personal perspective, as far as the markets go, opportunities have been abundant, especially with equity markets holding on far better than most people’s expectations.
Read MoreMarkets Rally on Rate Cut Hopes Despite Political Uncertainty
This has been one of those weeks where capital markets seem to have their blinders on – focusing squarely on the good news while largely ignoring the chaos swirling around them.
Read MoreWhen Politics Meet Portfolios: Navigating the New Market Reality
If you’ve been watching your portfolio lately and wondering why it feels like riding a roller coaster blindfolded, welcome to the club.
Read MoreFear and Loathing in the UK
Here I am, in a country where there are more pricks in its government than you would find on the average rose bush, a country where the main topic of conversation outside of politics revolves around…
Read MoreWhere Will We Be by the End of Summer?
The sun is shining, the beaches are crowded, and lean, Ozempic-sculpted bodies are strutting in ever-smaller swimsuits – even if the sagging skin tells a different story.
Read MoreWhat Price Peace?
Make no mistake – peace is a result in itself. But what might that mean for the markets and the global economy in general? Oil below $50? Gold correcting toward $3,000? Bitcoin breaking to new highs?
If this peace is real and durable, these are the kinds of numbers I’d expect markets to start gravitating toward.
Navigating Turbulent Markets: A Cautious Approach in Uncertain Times
Earlier this month, we discussed the upside potential of Bitcoin, gold, and energy – particularly oil – based on the possibility of escalating tensions between warring nations.
Read MoreThis Week – Seen From The UK
I’ll begin with observations on the UK, where my time here has been dominated by nothing but doom and gloom from the mainstream media.
Read MoreAfter the storms of April & May, what’s in store for June?
The turbulence of early April – those chaotic days around the 9th – now feels like a distant memory. So, what lies ahead?
Read MoreTrump’s Dollar Gambit?
I don’t know if people believe Trump’s plans for the USA are misguided, or if they hate him so much, they’re willing to spend billions – or even trillions – to undermine him. Whatever it is, things aren’t going to plan. Or perhaps they are.
Read MoreBack to Pre-Tariff Levels – So, What Now?
I’ve just spent a few weeks in the UK, and no matter how you slice it, the place feels like it’s in decline. I left in 1990, and the downward slide since then has only picked up speed. Under the current left-leaning government led by Keir Starmer – or as I’ve dubbed him, “Stoma” – things are deteriorating even faster.
Read MoreIt’s Weird and Wonderful being back in the UK
I’m currently travelling in the UK, so I’m not glued to a screen 24/7. Although I’m busy, I’m also using this time to take a breather from the markets.
Read MoreWe Know the Goal, but Tomorrow’s Chaos? Anyone’s Guess!
In recent years, I’ve emphasized that significant geopolitical shifts are increasingly shaping capital markets. While some might question why we’re mixing politics with finance (like mixing cheap tequila with poorly thought through speculative decisions…
Read MoreOf all the weeks to get crucified by the markets, Easter might be the most ironic
After all the times I’ve preached about staying unemotional in trades – cutting losses, avoiding the trap of “marrying” a position – I did exactly what I always warn against. I held on too long, didn’t follow my plan, and ended up with losses worse than I had expected.
Read MoreUnless You’re Day Trading, Now Might Be the Time to Sit Tight
This past week, I did something radical – and surprisingly unwise: I held my positions and stayed put while the chaos unfolded. No wild moves, no panic trades. Just patience. Sometimes, doing nothing is doing something.
Read MoreF* the Narrative – Trump Is the Genius the World Needs**
For far too long, globalist politicians and multinational corporations – the elites flying into Davos on private jets to decide the economic future of us mere mortals – have held unchecked power. But that era is ending.
Read MoreHow Tariffs, Currencies and Commodities Are Shaping the Market
With the Trump administration’s reciprocal tariffs now in effect, many are questioning their economic impact. But what’s really happening behind the scenes? Let’s take an objective look at the economic landscape and what it means for investors.
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