With “significant progress” being made in US-China trade talks, including the announcement of a temporary 90-day “haircut” on tariffs, exceeding even the most optimistic expectations (with each country reducing its tariffs by 115%, i.e. the US reducing from 145% to 30% and China from 125% to 10%), US Treasury Secretary Bessent said that neither side …
Category: Investment Destinations
investment analysis
The bursting of the tech bubble will lead to new investment horizons
For 49% of fund managers, gold is the most crowded investment (i.e. when many investors adopt a particular strategy). This is the first time in 2 years that the Magnificent 7 technology stocks have lagged in the research on investment strategies. However, there is a problem. These fund managers clearly do not know much about …
The “Secrets” of investing in Gold
Gold remains the perennial safe haven. The price of gold has risen about 10% since the beginning of the year, compared to a return of about 4% for Bitcoin. Recent developments, such as the US-China trade war and threats of new tariffs, have further strengthened its position as a safe haven, driving the price of …
Demand for gold at historic highs – China’s role
The current bull market in gold began in the spring of 2024, fueled largely by aggressive Chinese traders who invested in futures contracts on the Shanghai Futures Exchange (SHFE), while Western investors remained on the sidelines. In just six weeks, from March to April, these traders drove gold prices up by $400, or 23% – …
Cryptocurrencies, the dollar, the tariff war and the huge US debt
The adoption of cryptos continues in the US, gradually changing the country’s monetary regime in a revolutionary way. A growing number of US states are planning to create strategic Bitcoin reserves or allow investments in crypto assets, causing a change in fiscal policy at the state level. Of the 50 US states, 16 are in …
The Japanese sold off 41 billion of Eurozone debt in 6 months, leading to a generalized sell-off in bonds
Japanese investors have sold off eurozone government debt at the fastest pace in a decade, suggesting that the move by one of the major holders of European debt could lead to a sharp sell-off in the market. Gross online sales by Japanese buyers rose to 41 billion euros in the six months to November, the …
How is the financial engineering tool -synthetic risk transfer (SRT) disintegrating the Global Financial System?
New products reminiscent of the subprime era and which may create negative vicious cycles and crises are being launched by global bankers, reaping temporary benefits but at the same time questioning the stability of the international financial system. SRT – synthetic risk transfer is one of the hottest financial engineering tools today. The SRT tool …
The return to the gold standard and blockchain are killing the dollar
The changing dynamics of global trade and the economy have intensified the search for a stable, universally accepted unit of account for international settlements. Recent geopolitical tensions, such as Russia’s exclusion from the SWIFT payment system, have accelerated efforts to find alternatives to the dollar. In response, the BRICS nations – which include Brazil, Russia, …
Trust Economics: The “forecasts” for 2025 – Where should investors focus?
According to Trust Economics, there is a shift to a multipolar world, with prudent fiscal policies and higher interest rates than in the previous decade. The post-Global Financial Crisis environment of tight fiscal policy, zero interest rates and free global trade did not work to the benefit of the average citizen in the West, leading …
2025 will be a year of shock and awe because of Ukraine – Stocks, bonds and real estate
The geopolitical situation is more precarious than ever in world history due to the crises in Ukraine and the Middle East. The “deep state” in the US, the neocons led by Biden, are doing everything they can to provoke World War III, provoking Russia with missiles from the US and the UK launched deep into …