Independent Strategy

Posts by Independent Strategy

Global

REPORT » 9th June, 2020 » The hand of god

The financial crisis, subsequent Eurozone debt crisis and Japanese reflation (in name only) transformed the role of power money. Central…

Global

REPORT » 19th May, 2020 » The bore

In January, during Chinese New Year, I had started writing about Covid-19 — warning clients of its potential to destroy.…

Special Post: Commodities

REPORT » 22nd April, 2020 » Special Post: CommoditiesFighting the wrong fight

Even in times of great uncertainty, obvious things still happen. Shuttering much of the global economy crushed demand. That was…

Global

REPORT » 30th March, 2020 » War horse

Fighting them on the beaches is different when the invisible enemy is little purple and red Covid blobs with spiky…

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