The upcoming 20th Party Congree of the CCP in October is a key event for Global Investors, even if not many people are talking about it right now – and those that are tend to be focusing on the exaggerated prospect that Xi may not be reselected.

The rally in the 10 year bond and the selloff in Commodity prices have been taken by many pundits as ‘Predictions’ of future economic activity, i.e a collapse in demand, a recession and a reduction in the threat of inflation....

A wise man once said that everything made sense when viewed through either the movies of the Godfather or the rules of English Cricket.

The Hemmingway quote about the two ways to go bankrupt; “first slowly, then all at once” springs to mind when looking at the situation in Ukraine.

Right now, with Western Media relentlessly beating the war drum on Ukraine, we feel it worth considering Cui Bono? over any invasion. The conclusion? The only winner would be the US – which is probably why they are talking so much about it.