Independent Strategy

View Reports by Region

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.

Report Regions
Viewing 1 - 50 of 744
UK

27th September, 2022 » In Truss no trust  NEW

Our short sterling position is now closed. GBP has hit our USD1.05 target. Now it is about 3c above that…

Italy

26th September, 2022 » Buongiorno Giorgia!  NEW

Giorgia Meloni scored a spectacular electoral victory in Italy. Italians have the first directly elected government in a decade with…

Global

7th September, 2022 » The deciders  NEW

This report is about reconciling the historical predictors of doom with the concept of what could go right. It introduces…

China

25th August, 2022 » The China conundrum

China’s debt problems persist and are increasingly evident in the housing market. While this is unlikely to lead to immediate…

Italy

20th July, 2022 » Farewell Draghi

Italy’s PM Mario Draghi is resigning after losing the support of parties in the governing coalition. This will hit Italian…

Political positioning has already begun ahead of Italy’s parliamentary elections next Spring. After a long-running feud within Italy’s Five Star…

Global

8th June, 2022 » The broken plate

The world will continue to split along Cold War lines – economically, culturally, technologically and scientifically. Inflation and recession risks…

Global

19th April, 2022 » Kinder egg

This report discusses the four key variables that lead us to be: 1.Long agricultural commodities, gold and strategic metals; 2.Long…

Global

15th March, 2022 » New world (dis)order

What will the post-conflict world look like? What lies beyond the immediate “Warcession” discussed yesterday? This short piece describes the…

Global

7th March, 2022 » The war logic

Equity markets are likely to continue to go lower. The US dollar will be stronger. Commodity prices will stay high.…

China

3rd March, 2022 » Behind the arras

China’s “twin sessions” of the National People’s Congress (NPC) and the National Committee of the Chinese People’s Political Consultative Conference…

In the Media