Quantum Physics has changed our knowledge of reality. This book applies this (just) to economics. It describes how and why traditional economics is structurally flawed, cannot predict, and provides comfort zones for mediocre thinking.
David Roche discusses the Common Prosperity policy shift in China.
David Roche discusses globalisation, supply chains and what their evolution means for investors.
David Roche discusses how China is dealing with the rising threat from private data and the power this generates.
China, Didi and the tech probe – what it means for investors and how to make sense of it from the perspective of a Lenninist party.
Covid-19 Database Weekly Update: Vaccinations, Daily Infections, Fatalities and Active Cases for regions and countries covering the last 7 days, up to 30 June 2021. Key investor relevance:
David Roche discusses the June 2021 Fed meeting and markets.
Total global vaccinations rose 11.8% or by 260mn – roughly stable on the week. Vaccinations per 100 of the population is now above the critical 30 level in all regions except South Asia (India 20), Russia (24) and Africa (3). Share of population fully vaccinated: world 10%, EU 24%, US 45%, UK 46%, South America 11%, Asia (ex China, which does not report) 7.9%.
Carolyn Wright, David Roche and Richard Harris discuss European investment plans (Next Generation EU), reform and the environment. See our report The dark horse gallops (https://www.instrategy.com/reports/the-dark-horse-gallops/).
RedLine Money takes the expertise of David Roche and Richard Harris as they talk markets, prices, bubbles, and busts — and some even more interesting topics!
Where is your Red Line? No losses? Make as much as inflation? Or make as much money as you can? How much pain can you take? Investors need to find out what their red line is — and how it moves. The RedLine Money podcast can help you find it.
David and Richard have nearly a century between them of searching for the Red Line in bull markets and bear. Hear what the crowd isn’t saying about current markets and price moves. In the long term, and even longer — back to the Egyptians. See markets as an engineering system, a biological organism, or as the behaviour of sub-atomic particles. You don’t get this from anywhere else. You know it makes sense.
David Roche, Independent Strategy Ltd
Richard Harris, Port Shelter Investment Management
Carolyn Wright (moderator)
RedLine Money is produced weekly in Hong Kong.
