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The Current State of the US Economy: Lower Rates and AI Angst
Interest rate outlook and why AI will continue to drive the US stock market in 2025
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Grizzle
Understanding Argentina's Economic Reawakening
As financial markets bet about the policies of the Trump administration, it is worth highlighting the dramatic transformation going on in Argentina. Are…
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Making Sense of Trump's Worldview - "Spheres of Influence"
Author: Chris Wood
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Grizzle
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Brazil Deep Dive: Is This Market Worth Your Time?
Author: Chris Wood
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Grizzle

February 2025

Two Years is Too Long...The AI Conundrum
Author: Chris Wood
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Grizzle
The Two Big Risks for Stocks in 2025
Author: Chris Wood
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Grizzle
Why The Failure of DOGE is Our Base Case
Author: Chris Wood
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Grizzle
Have Tariffs Taken Rate Cuts Off the Table for 2025?
Evaluating the inflationary and deflationary measure currently coming out of the Trump administration. Which will win out?
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Grizzle
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January 2025

Is China Weaponizing US Dollar Bonds?
China is borrowing dollars at the same rate as America which means that, in theory at least, it is a competitor for the foreign flows America needs to…
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Grizzle
Bubble or Bull Market - Trump Will Decide
Outlook for the US dollar, stocks, tariffs and Europe.
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Grizzle
Back from El Salvador, We are Very Bullish Bitcoin in 2025
Author: Chris Wood
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Grizzle
Will February 23rd Mark the Day Europe Becomes Investable?
Political Upheaval in Germany may the signal its time to buy European stocks.
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Grizzle
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