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The following pages contain chronological lists of articles that have been written by Independent Strategy. Independent Strategy’s research is available by annual subscription. For details of subscription rates and soft dollar payments, please contact Independent Strategy by using the contact form.

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30th January, 2024 » Four calls

We are staying out of Chinese equities; switching from agro to industrial metals; long oil and gas; and holding defence…


2nd January, 2024 » The cracked disk

President Xi is ruthlessly continuing to consolidate power in China with increasingly brittle acts of supremacy.


28th November, 2023 » Dearly beloved …

The new doctrine of self-exoneration and supply-side inflation guilt means that central bankers will not raise rates any more and…


24th November, 2023 » Double Dutch

The victory of Geert Wilders’ Freedom Party (PVV) in this week’s Netherlands election follows a familiar pattern. Electorates across Europe…


27th October, 2023 » Dark clouds

Our forecast has been for a long war of attrition with Ukraine holding its own and wearing down the Russians.…


15th August, 2023 » Debt inflation

China’s property sector implosion is worsening and credit growth is falling. The economy is entering a debt deflation trap. We…


25th July, 2023 » It’s not Goldilocks

Are the developed economies entering a ‘sweet spot’, a Goldilocks economy where ‘normal’ inflation resumes, interest rates fall, economic growth…


24th July, 2023 » Spanish fandango

Spain’s snap election over the weekend proved inconclusive. While the centre-right Partido Popular came out on top they failed to…


17th July, 2023 » Weighing wheat

It looks like this time Putin may be serious about pulling out of the grain deal. Together with El Nino/global…


29th June, 2023 » From populism to power

There’s an important change in political trajectory in Europe. So-called extremist parties are gaining power and office in Europe’s governments.…


24th June, 2023 » Russian coup

This is definitely an attempted Prigozhin/Wagner coup against Shoigu and Gerasimov and indirectly Putin. Our view is that this coup…

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