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Geopolitical Nightmare

My mother died at 99. She had her wits about her til the end. Not everyone loses their mind. Henry Kissinger, I regard as the finest geopolitical analyst in history. That person in the Biden Administration who is the real president writing the scripts is only interested in climate change and the Great Reset. They […]

Market Talk – August 3, 2022

ASIA: China announced on Tuesday that its People’s Liberation Army (PLA) would launch a series of targeted military operations on the island in response to House Speaker Nancy Pelosi’s visit to Taiwan and its resolute defense of national sovereignty and territorial integrity. The announcement came shortly after Pelosi landed in Taiwan, the first time in […]

Pelosi Visits Taiwan

Speaker Nancy Pelosi landed in Taiwan on Tuesday night despite warnings from both Washing and Beijing. The nature of her trip was so secretive that it was not on her official itinerary. Now, the true nature of her visit is coming to light. “We take this trip at a time when the world faces a […]

US National Debt to Surpass 185% of GDP

The Congressional Budget Office warned that US federal debt is expected to rise 185% within the next 30 years. Total debt holdings could double the size of US GDP by 2051. No politician or spender of this debt cares as they have no intention of paying it off. The Congressional Budget Office is calling this […]

Market Talk – August 1, 2022

ASIA: China’s manufacturing PMI fell to 50.4 in July from 51.7 the previous month, according to media reports on August 1. That was below market analysts’ expectations of 51.5 for July, but above the 50-point index that separates growth from decline, they added. . Market analysts said the decline was a result of weakening economic […]

Market Talk – July 29, 2022

ASIA: Japan’s central bank forecast inflation would exceed its target this year in new forecasts on Thursday but kept interest rates ultra-low, signaling its determination to remain an outlier in a wave of global central bank policy tightening. BOJ Governor Haruhiko Kuroda brushed off the chance of policy tightening in the near future, saying he […]

The Power of Siberia

Sanctions strengthened Putin and caused “unfriendly nations” to form a closer alliance against the West. As the West suffers from an energy crisis with no solution in sight, Russia is benefitting from this in more ways than one. You may have heard of the China–Russia East-Route Natural Gas pipeline or the Yakutia–Khabarovsk–Vladivostok pipeline. Construction was […]

Market Talk – July 27, 2022

ASIA: Singapore’s sovereign wealth fund GIC reported steady returns for the year but warned of “deep uncertainties” as investors face concerns over inflation, pandemic risks and geopolitical challenges. The fund’s portfolio posted an annualized nominal dollar return of 7% over the 20-year period ending March 31, 2022, GIC said in its annual report released on […]

Chinese on US Real Estate Spending Spree

The Chinese are keen on investing in tangible assets, namely real estate. Canada implemented restrictions on foreign buyers after accusing them of the real estate shortage and sky-high prices. Chinese buyers are now targeting the American housing market. In fact, Chinese buyers outnumbered buyers from any other foreign country and spent over $6 billion on […]

Market Talk – July 26, 2022

ASIA: Ant Group executives are no longer part of Alibaba Partnership, a body that can nominate the majority of the e-commerce giant’s board, Alibaba’s annual report released on Tuesday showed. as both companies parted ways after China’s sweeping regulatory crackdown. The terms now allow only Alibaba employees to be part of the partnership. Seven Ant […]