Investment Newsletter – October 2022

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The Nord Stream (NS) pipelines have been flashpoints in an escalating energy war between capitals in Europe and Moscow that has damaged major Western economies and sent gas prices soaring. Every crime implies motive. The Russian government wanted, at least up to the sabotage, to sell oil and natural gas to the EU. The notion […]

Investment Newsletter – September 2022

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Globalization was deflationary, Deglobalization is inflationary. The entire point of globalization is to 1) lower costs as a means of maximizing profits and 2) find markets for surplus domestic production. Both serve to export deflation as offshoring production keeps prices stable (and profits high) and dumping surplus production in high-cost developed-nations suppresses their domestic producers’ […]

Investment Newsletter – August 2022

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China’s military exercises highlight the risk that Taiwan tensions could exacerbate existing supply chain woes. The Taiwan Strait is the primary route for ships passing from China, Japan, South Korea and Taiwan to points west. According to data compiled by Bloomberg, almost half of the global container fleet and 88% of the world’s largest ships […]

Investment Newsletter – July 2022

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WHO’s chief warned that the ability to track the virus is under threat as reporting and genomic sequences are declining. The optimistic mid-year deadline for all countries to vaccinate at least 70% of their populations is looking unlikely, with the average rate in low-income countries, standing at 13%. According to NUS East Asian Institute’s Dr Chen […]

Investment Newsletter – June 2022

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According to WHO organization, reported cases and deaths from COVID-19 continue to decline globally, although the trend should be interpreted with caution as many countries haves reduced the number of COVID-19 tests which reduces the number of cases find. Particularly, China is marching toward the second half of 2022 with a hard-won victory against the […]

Investment Newsletter – May 2022

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Experts warned there are three things in particular that, alone or together, could reverse all the progress of recent months and send COVID cases and deaths skyrocketing, potentially prolonging the pandemic into its third year or longer: China, Africa and mutations. These three things that might stand in the way of global endemicity. China is […]

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