He is a trend watcher, Global Macro investor and Blogger at worldoutofwhack.com. He has over 20 years of experience in financial markets, bonds, equities, gold, and derivatives. He muses about global macro investment opportunities, economics, business, and financial issues.
The statistical lie
Median wealth in US is less than that of Italy and Spain and almost half of Canada
Chinese know how to play a long game
Few more years and China might not be dependent on US anymore
Macro trade of the decade
Safety trade is over
We might be on a bumpy ride
The big disconnect
Main street has never been more divorced from wall street
Every chart is showing immense cyclical strength
Either we are going to have a V shaped recovery or inflation is going to make a sudden comeback
Tale of two halves
2000-2010 Money moves from DM to EM 2010-2020- Money moves from EM to DM 2020-2030 ?
3 Comments on this Story
Anuj Gaur36 days ago
This article is paid or what???
Usa is not alone like chine and russia like communist country.. Chine messing up with every develop country.... And what happen in 1965 when chine attacked india that time india was not with america or europe.... Chine is dictator communist country no one like it chine is sellsman not a boss but their behavoir is not good..
.. India need to work with all big chinese customer...all top buyer of chine is not happy with chine.... India need to work with them
United States: US$418.6 billion (16.8% of Chinaâ s total exports)
Hong Kong: $279.6 billion (11.2%)
Japan: $143.2 billion (5.7%)
South Korea: $111 billion (4.4%)
Vietnam: $98 billion (3.9%)
Germany: $79.7 billion (3.2%)
India: $74.9 billion (3%)
Netherlands: $73.9 billion (3%)
United Kingdom: $62.3 billion (2.5%)
Taiwan: $55.1 billion (2.2%)
Singapore: $55 billion (2.2%)
Malaysia: $52.5 billion (2.1%)
Russia: $49.5 billion (2%)
Australia: $48.1 billion (1.9%)
Mexico: $46.4 billion (1.9%)
Guest36 days ago
US is doomed and foolish Indians are believing in Dolan trump empty voice. 2 Rupees slaves are happy hunting pappu. China is slowly winning the world by slow poison
AWINFRA PROJECTS37 days ago
Don't.forget.China is not a Democratic nation.
Time will have the answer!