You can feel it in the air. We are heading into the collapse of government and a violent civil war because hatred is rising dramatically. The government is no longer capable of even functioning. The State of the Union was just an example. It did not matter what Trump said. The Democrats will not break […]

  Asia: The topic for 2019 has certainly been the US-China trade negotiations. Today indicated the matter is far from solved. Negotiations are still ongoing with 21 days until the deadline. Also, like Germany, Trump wishes to ban all Chinese Telecommunications within the US as geopolitics are certainly heating up. China will reopen on Monday. […]

The Yellow Vest anti-government movement (#YellowVests, #GiletsJaunes) began in France on November 17, 2018, when over 300,000 people across France protested a carbon tax on fuel. President Emmanuel Macron claimed the French were leading the world in the battle against climate change. The Yellow Vest protests evolved rapidly into an all-out general anti-government movement that was […]

  Asia: As the majority of the major markets are closed, the Nikkei yet again took central focus. The Nikkei moved up 60 bps as we saw capital flows move into Japan. The USD/JPY also weakened by 20 bps to 109.73. The Kospi reopened with negligible effect rising 7 bps. The Indian Sensex performed reasonably well […]

QUESTION: Mr. Armstrong; Standard Chartered has forecast that Russia will overtake Germany as the world’s fifth largest economy, possibly as early as next year in 2020. Would you care to comment if that is possible? GP ANSWER: It is clear that Russia’s economy is not impacted by the stupid US sanctions for going into Ukraine. Historically, […]

  Asia: The following country’s markets are closed for the national holiday: China, Hong Kong, South Korea, and Singapore. The Chinese Yuan increased 16 bps against the dollar despite the market being closed. The Japanese stock market increased +0.14%. The YoY for the Nikkei is still negative, slipping -3.56%. The same cannot be said for […]

Trump should reverse what the Clintons did to student loans. He should RESTORE the right to go bankrupt. This huge problem was created by the Democrats who exempted student loans from normal protection for consumers. In addition, the bankers then exploited the entire issue by getting parents to co-sign. The entire argument for eliminating the […]

  Asia: With most of Asia closed due to the Chinese New Year (many wishes again!), Japanese was subject to represent the region. The Nikkei 225, dropped 19bps today. German Chancellor Angela Merkel recent trip to Japan highlighted a concern with Huawei that data emanating from the EU must not be handed over to the […]

  Corporate America will suddenly discover that the Democrats are moving substantially to the left and will do whatever they can to further that goal. The Democrats are becoming the new party of anti-corporation/business. They embrace the misguided ideas of Alexandria Ocasio-Cortez who has been joined by Bernie Sanders and Elizabeth Warren. This new agenda is […]

  Asia: Firstly, we would like to wish our Chinese and Korean readers a happy new year and have a wonderful holiday. Asian stocks posted positive returns as optimism grew regarding a possible US and China trade deal. Donald Trump and Xi Jinping are due to meet on the 27th and 28th of February in […]