In the Media : Independent Strategy

Latest|Redline Money Mixdown — Episode 15: The advantages of women

Carolyn Wright, David Roche and Richard Harris discuss the advantages of being a women in post-Covid open societies. See our report Did Covid cure the virus of man? (https://www.instrategy.com/reports/did-covid-cure-the-virus-of-man/)

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.

Music by TimMoor from Pixabay

In the Media|Archive

Viewing 1 - 50 of 73

Redline Money Mixdown — Episode 15: The advantages of women-21/06/21

The proposals from the G7 summit lacked implementation targets-David Roche-RTHK Radio 3 Money Talk-16/06/21

Redline Money Mixdown — Episode 14: European investment, reform and the environment-14/06/21

David Roche — Inflation: myth or reality?-11/06/21

Redline Money Mixdown — Episode 13: Tipping point for the dollar-04/06/21

Redline Money Mixdown — Episode 12: Bitcoin and money-28/05/21

Vaccines hold the key to recovery in international trade and travel-David Roche-RTHK Radio 3 Money Talk-18/05/21

Redline Money Mixdown — Episode 11: Outlook for global trade-12/05/21

Redline Money Mixdown — Episode 10: The new cold war with China-06/05/21

Redline Money Mixdown — Episode 9: Climate promises, all smoke?-29/04/21

David Roche: From Communist Russia To Quantum Economics-27/04/21

Redline Money Mixdown — Episode 8: The US economy-26/04/21

Mainland China’s economy is returning to normal but the trend growth rate has been permanently changed by the pandemic-David Roche-RTHK Radio 3 Money Talk-20/04/21

Redline Money Mixdown — Episode 7: The post-pandemic outlook-12/04/21

Redline Money Mixdown — Episode 6: The Rhino, the rainforest, the carrot and the stick-01/04/21

Redline Money Mixdown — Episode 5: What Happens Next (Optimism)-23/03/21

China’s lending rate, sanctions on China and President Joe Biden eyeing another economic stimulus package-David Roche-RTHK Radio 3 Money Talk-23/03/21

Redline Money Mixdown — Episode 4: Covid-19 vaccines-19/03/21

Redline Money Mixdown — Episode 3: Centrally Planned Economies-11/03/21

Quantum Economics — What’s roiling markets-10/03/21

Redline Money Mixdown — Episode 2: Digital Assets-05/03/21

Redline Money Mixdown – Episode 1: The Post-Pandemic Economy-25/02/21

Over-leveraging in the financial sector in Mainland China market is a concern to the authorities for both economic and political reasons-David Roche-RTHK Radio 3 Money Talk-22/02/21

Many Democrat senators align with the Republicans’ fiscal policy and President Joe Biden could face pressure from his own camp if he were to increase taxes-David Roche-RTHK Radio 3 Money Talk-13/01/21

Quantum Economics — Chapter 2-06/01/21

Fiscal stimulus helps alleviate a deficit in demand, without which the economic crisis could be worse-David Roche-RTHK Radio 3 Money Talk-24/12/20

Quantum economics-15/12/20

Geopolitical risk forecasts to be reduced-David Roche-RTHK Radio 3 Money Talk-02/12/20

Banks are now almost public utilities-David Roche-CNBC-02/11/20

The Covid-19 pandemic is accelerating social inequality-David Roche-RTHK Radio 3 Money Talk-21/10/20

A Biden victory would mean more cooperation between the US and Europe to counter China-David Roche-RTHK Radio 3 Money Talk-30/09/20

US export curbs on SMIC will affect China’s tech development-David Roche-CNBC-28/09/20

China pumps money into corporations which helps the PMI survey, but the PMI gauge doesn’t reflect rising wealth inequality-David Roche-RTHK Radio 3 Money Talk-02/09/20

China to be the ultimate loser in US-China Cold War-David Roche-CNBC-17/08/20

The Money Maze podcast clip ‘The Illusions of China’s power’-Full podcast available at https://moneymazepodcast.com/podcast/david-roche-thoughts-from-hong-kong-David Roche-The Money Maze Podcast-13/08/20

The Money Maze podcast clip ‘Getting inside the Chinese mind set’-Full podcast available at https://moneymazepodcast.com/podcast/david-roche-thoughts-from-hong-kong-David Roche-The Money Maze Podcast-13/08/20

Independent Strategy’s President and Global Strategist David Roche is a guest on The Money Maze – a new podcast series that features conversations with some of the world’s top financial minds.-David Roche-The Money Maze Podcast-13/08/20

The TikTok saga is another step towards a US-China cold war and expect finance to be targeted next-David Roche-RTHK Radio 3 Money Talk-05/08/20

China and the US are now in a Cold War but US sanctions to remain targeted at individuals rather than financial institutions-David Roche-RTHK Radio 3 Money Talk-13/07/20

Possible US sanctions will not have a major impact on Hong Kong’s economy but uncertainties surrounding the national security law could curtail the city’s attractiveness-David Roche-RTHK Radio 3 Money Talk-08/06/20

The number of COVID-19 coronavirus cases in the US are likely to be under-reported, as the country doesn’t have enough testing kits-David Roche-RTHK Radio 3 Money Talk-11/03/20

Don’t expect supply chains in China to return to normal for at least three quarters-David Roche-RTHK Radio 3 Money Talk-10/02/20

The relief measures announced by HK CE Carrie Lam amount to 0.3% of GDP and will make little difference to the economy-David Roche-RTHK Radio 3 Money Talk-15/01/20

The trade deal between the US and China is a minor affair and will not reduce tensions between the two countries-David Roche-RTHK Radio 3 Money Talk-18/12/19

Investment Views-David Roche-CNBC-Class-14/11/19

HK CE Carrie Lam’s new measures for housing and land supply are correct in theory, but there is no focus on the delivery and timetable-David Roche-RTHK Radio 3 Money Talk-17/10/19

Boris Johnson’s Brexit proposal is ‘unlikely to work’-David Roche-CNBC-03/10/19

There will be a global recession, and in the markets the first casualty will be equities-David Roche-RTHK Radio 3 Money Talk-25/09/19

China will win the trade war-David Roche-CNBC-09/09/19

The trade dispute and the civil unrest are connected, as questions would be raised about the US-HK Policy Act of 1992 if the mainland used repression in the SAR-David Roche-RTHK Radio 3 Money Talk-02/09/19

Pages -

MACRO MATTERS

21st June, 2021 » MacroCovid-19: Vaccination breadth increasing, infection rates steady

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%.

16th June, 2021 » MacroFast Track Data — India rebound underpinning global gains

Google mobility indices show a further and broad based improvement in the week to June 12^th. Global economic has all but recouped its post-Covid losses, but mobility is still some distance behind (a deficit of ~17% based on the data), although the trend here remains an improving one too.

15th June, 2021 » TechnicalsIS Weekly Technicals — 15th June

Chart pack and analysis attached.

In the Media

Our Latest Media Comment

Redline Money Mixdown — Episode 15: The advantages of women-21/06/21

The proposals from the G7 summit lacked implementation targets-David Roche-RTHK Radio 3 Money Talk-16/06/21

Redline Money Mixdown — Episode 14: European investment, reform and the environment-14/06/21

David Roche — Inflation: myth or reality?-11/06/21

Redline Money Mixdown — Episode 13: Tipping point for the dollar-04/06/21

Redline Money Mixdown — Episode 12: Bitcoin and money-28/05/21

Vaccines hold the key to recovery in international trade and travel-David Roche-RTHK Radio 3 Money Talk-18/05/21

Redline Money Mixdown — Episode 11: Outlook for global trade-12/05/21

Redline Money Mixdown — Episode 10: The new cold war with China-06/05/21

Redline Money Mixdown — Episode 9: Climate promises, all smoke?-29/04/21

David Roche: From Communist Russia To Quantum Economics-27/04/21

Redline Money Mixdown — Episode 8: The US economy-26/04/21

Mainland China’s economy is returning to normal but the trend growth rate has been permanently changed by the pandemic-David Roche-RTHK Radio 3 Money Talk-20/04/21

Redline Money Mixdown — Episode 7: The post-pandemic outlook-12/04/21

Redline Money Mixdown — Episode 6: The Rhino, the rainforest, the carrot and the stick-01/04/21

Redline Money Mixdown — Episode 5: What Happens Next (Optimism)-23/03/21

China’s lending rate, sanctions on China and President Joe Biden eyeing another economic stimulus package-David Roche-RTHK Radio 3 Money Talk-23/03/21

Redline Money Mixdown — Episode 4: Covid-19 vaccines-19/03/21

Redline Money Mixdown — Episode 3: Centrally Planned Economies-11/03/21

Quantum Economics — What’s roiling markets-10/03/21

Redline Money Mixdown — Episode 2: Digital Assets-05/03/21

Redline Money Mixdown – Episode 1: The Post-Pandemic Economy-25/02/21

Over-leveraging in the financial sector in Mainland China market is a concern to the authorities for both economic and political reasons-David Roche-RTHK Radio 3 Money Talk-22/02/21

Many Democrat senators align with the Republicans’ fiscal policy and President Joe Biden could face pressure from his own camp if he were to increase taxes-David Roche-RTHK Radio 3 Money Talk-13/01/21

Quantum Economics — Chapter 2-06/01/21

Fiscal stimulus helps alleviate a deficit in demand, without which the economic crisis could be worse-David Roche-RTHK Radio 3 Money Talk-24/12/20

Quantum economics-15/12/20

Geopolitical risk forecasts to be reduced-David Roche-RTHK Radio 3 Money Talk-02/12/20

Banks are now almost public utilities-David Roche-CNBC-02/11/20

The Covid-19 pandemic is accelerating social inequality-David Roche-RTHK Radio 3 Money Talk-21/10/20

A Biden victory would mean more cooperation between the US and Europe to counter China-David Roche-RTHK Radio 3 Money Talk-30/09/20

US export curbs on SMIC will affect China’s tech development-David Roche-CNBC-28/09/20

China pumps money into corporations which helps the PMI survey, but the PMI gauge doesn’t reflect rising wealth inequality-David Roche-RTHK Radio 3 Money Talk-02/09/20

China to be the ultimate loser in US-China Cold War-David Roche-CNBC-17/08/20

The Money Maze podcast clip ‘The Illusions of China’s power’-Full podcast available at https://moneymazepodcast.com/podcast/david-roche-thoughts-from-hong-kong-David Roche-The Money Maze Podcast-13/08/20

The Money Maze podcast clip ‘Getting inside the Chinese mind set’-Full podcast available at https://moneymazepodcast.com/podcast/david-roche-thoughts-from-hong-kong-David Roche-The Money Maze Podcast-13/08/20

Independent Strategy’s President and Global Strategist David Roche is a guest on The Money Maze – a new podcast series that features conversations with some of the world’s top financial minds.-David Roche-The Money Maze Podcast-13/08/20

The TikTok saga is another step towards a US-China cold war and expect finance to be targeted next-David Roche-RTHK Radio 3 Money Talk-05/08/20

China and the US are now in a Cold War but US sanctions to remain targeted at individuals rather than financial institutions-David Roche-RTHK Radio 3 Money Talk-13/07/20

Possible US sanctions will not have a major impact on Hong Kong’s economy but uncertainties surrounding the national security law could curtail the city’s attractiveness-David Roche-RTHK Radio 3 Money Talk-08/06/20

The number of COVID-19 coronavirus cases in the US are likely to be under-reported, as the country doesn’t have enough testing kits-David Roche-RTHK Radio 3 Money Talk-11/03/20

Don’t expect supply chains in China to return to normal for at least three quarters-David Roche-RTHK Radio 3 Money Talk-10/02/20

The relief measures announced by HK CE Carrie Lam amount to 0.3% of GDP and will make little difference to the economy-David Roche-RTHK Radio 3 Money Talk-15/01/20

The trade deal between the US and China is a minor affair and will not reduce tensions between the two countries-David Roche-RTHK Radio 3 Money Talk-18/12/19

Investment Views-David Roche-CNBC-Class-14/11/19

HK CE Carrie Lam’s new measures for housing and land supply are correct in theory, but there is no focus on the delivery and timetable-David Roche-RTHK Radio 3 Money Talk-17/10/19

Boris Johnson’s Brexit proposal is ‘unlikely to work’-David Roche-CNBC-03/10/19

There will be a global recession, and in the markets the first casualty will be equities-David Roche-RTHK Radio 3 Money Talk-25/09/19

China will win the trade war-David Roche-CNBC-09/09/19

The trade dispute and the civil unrest are connected, as questions would be raised about the US-HK Policy Act of 1992 if the mainland used repression in the SAR-David Roche-RTHK Radio 3 Money Talk-02/09/19

MACRO MATTERS

21st June, 2021 » MacroCovid-19: Vaccination breadth increasing, infection rates steady

16th June, 2021 » MacroFast Track Data — India rebound underpinning global gains

15th June, 2021 » TechnicalsIS Weekly Technicals — 15th June

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