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Trump Blinked First – Here’s Why

Trump Blinked First – Here’s Why

China has more ammunition than Trump realises … And how investors should play this .. Trump is playing a dangerous game.  Even worse, he appears to have no idea what he’s doing. On Wednesday Trump blinked first and backtracked, announcing a 90-day pause in...
Trump’s Tariffs and Markets

Trump’s Tariffs and Markets

Here’s What I’m Doing (and Not Doing) …. Plus – Listen to our views on new podcast episode The recent market volatility from Trump’s nonsensical measures have, of course, been felt in my own portfolio. Stocks are still higher since the...
Own the World, Not just the S&P 500

Own the World, Not just the S&P 500

The Growing Risk of Not Being Global … When Chinese startup DeepSeek claimed to have built a ChatGPT-like app for only $6m it sent shockwaves through the US market. Until then, the market believed such Ai technology wasn’t possible without needing Nvidia...