Independent Strategy

Posts by Independent Strategy

Global

REPORT » 16th February, 2021 » Herding cats

Putting all my asset allocation ideas together is just that: herding cats. They do not hang together with the seamless…

Global

REPORT » 29th January, 2021 » Vaccine wars

Equities are the most vulnerable asset class to vaccine wars. The euro is perhaps the most vulnerable rich-country currency. All…

Special Post: Commodities

REPORT » 18th January, 2021 » Special Post: CommoditiesBuying food

The latest WASDE report by the US Department of Agriculture supports our long position in wheat. There is further upside…

Germany

REPORT » 12th January, 2021 » The end is nigh

This week kicks off a momentous political year in Germany, culminating in the federal election in September and subsequent retirement…

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