Truths Half Truths & Deceptions

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Liars Liars Pants On Fire

Most of us know better than to trust politicians wholesale especially when it comes to geo-political narratives. Even then, I must admit that the events unfolding in 2018 have been a bit of an adrenalin rush in cheering on the good guys from the bad. From Salisbury to Syria, what an incredible start to the year.    

GE 14 HSBC's Primer

FY reading pleasure minus all the partisan emotions malaysian.elections_hsbc.1.pdf

Mob Rule At The White House

by Michael Winship  But while we may not be at the extraction point yet, increasingly there are those who think the endgame for this administration is nigh—and indeed, that would be the righteous outcome. I blame Tony Soprano. As entertaining and compelling as the “The Sopranos” was back in the day—and I certainly count myself among its fans—by ...

If Foolhardiness Prevails Then Everyone Loses

By far one of the most sensible take on the USA-China trade spat by this chap.  https://www.bloomberg.com/view/articles/2018-04-06/trump-s-tariffs-overlook-how-much-u-s-needs-china  Still, if foolhardiness rather than logic prevails, it is a no brainer that the outcome will be disastrous for everyone. The irony of this Trump engineered quagmire...

When Shit Hits The Fan

Wow this shit is going to hit the fan this morning. Just in..... Just less than a hour ago, I wondered if Team Trump was being frank by suggesting that the door is open for talks.... so damn slippery. Now I am waiting to see China's repertoire of pain it can inflict back.  https://finance.yahoo.com/news/china-win-trade-war-u-133843334.html?soc_s...

The Ayes And The Nays On Tariffs

Who's not with the President on tariffs, raise your hands. Maybe that's why Kudlow moonwalked, backwards, the day before given the show of hands in the pictorial above. It is abundantly clear that the vast majority of Americans are not so sure if tariff will make America great again or the correct way to deal with China's economic dominance.  O...

China 2025 The Real Reason

Could this be the real reason why Trump is going after China? The Made in China 2025 industrial policy of China ?  If it is, then it is a dark day. If it is, it is truly an art of war. It would also mean that for any country with economic ambitions that transgress onto a very bellicose USA, it is never going to be a level playing field again no...

US Tariffs Public Comments Up Next

This is where we are at with the timeline for the proposed trade tariffs by the US. The all important stage where those with vested interests prepare to slug it out before the Section 301 Committee. We are not readying for the public comment stage.  https://ustr.gov/sites/default/files/files/Press/Releases/301FRN.pdf   To appreciate why this lis...

Bullish Harami Crosses Offer Swing Low Potential

Courtesy of Declan. Today’s action didn’t break the bounds of Friday’s range but did create a scenario where solid swing lows develop; bullish harami crosses are one of the most effective swing low markers. The best opportunity can be found in the Nasdaq 100. A rally from here would suggest the makings of a trading range which I have marked in t...

Trump's Caravans And Tough Nuclear Laws

Monday Market Mayhem – China Fires Back in Trade Wars, Trump Tells Dreamers to Stop DreamingWell, we survived the Space Debris at least. Unfortunately for 800,000 children who live in America, they are not surviving President Trump, who is calling for "Caravans" to come and take them away, without the due process or constitutional rights affor...