Category Archive for "Markets"

Sanci says Reflation Trade is at a crucial junction – still, US economy has momentum

March 27, 2017

By Maurizio Sanci – 27 March 2017, Geneva – Switzerland. (editor: Maurizio Sanci is a seasoned investment specialist with a unique blend of “technical & macro charts with investment knowhow”. After following his market research over the past four years, I’ve invited Maurizio to share his personal views on our…

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Maurizio looks ahead: A wind of reflation to impact the world economy

November 25, 2016

By Maurizio Sanci – 25 November 2016, Geneva – Switzerland. (editor: Maurizio Sanci is a seasoned investment specialist with a unique blend of “technical & macro charts with investment knowhow”. After following his market research over the past four years, I’ve invited Maurizio to share his personal views on our…

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Post-Election Day thoughts: “Is Trump’s new coalition enduring? + An early peak into his supply side elixir”

November 10, 2016

By David Schane, USA – 10 Nov 2016. Dear Christian, Congratulations on your accurate election analysis!  I always told my colleagues and friends to not be complacent about a Clinton victory – although for academic honesty I must acknowledge that my family supported Hillary in the end (despite her flaws,…

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Geopolitical Macro Update – 9 Sept 2016: G20 & Turkey, USA, Germany and UK

By Christian Takushi MA UZH, Switzerland, 9 September 2016 As usual we focus on recent developments that are being underestimated by consensus. Most likely due to consensus excessive focus on the FED and surprising economic data, but also due to one-sided coverage by the media. I will also touch on…

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EDITORIAL: British brave the threats; Queen Elizabeth II, Expect a Yes to “nuclear deterrence” on July 18th, Why experts missed Brexit

EDITORIAL: British people brave the threats. By Christian Takushi MA UZH, 30 June 2016 – Switzerland 1) Introduction As we warned in Fall 2015 and more recently on 7 Jan 2016 (editorial) and 17 June 2016 (outlook), political & financial experts grossly underestimated the risk of BREXIT (Britain exiting the EU)….

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CFA Seminar May 2016: “Change Is In The Air” (transition to a European Super State)

Christian was invited by the CFA Society to give an update of his Global Geopolitical Macro Research. He points to the growing convergence of global macro and geopolitical forces. New emerging powers are asserting their interests ever more aggressively and are going largely unchecked by the West. While people talk…

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Sanci: deteriorating macro picture points to correction in 2nd half 2016

By Maurizio Sanci – 17 May 2016, Geneva – Switzerland. (editor: Maurizio Sanci is a seasoned investment specialist with a unique blend of “technical & macro charts with investment knowhow”. After following his market research over the past three years, I’ve invited Maurizio to share his personal views on our…

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Quarterly Global Geopolitical Macro Outlook: Turkey entering the EU; Security & Immigration drive US Elections, Elections could be postponed

By Christian Takushi MA UZH, Switzerland, Dear readers In my former quarterly Outlooks and Updates I have stated my cautious Outlook and why the world is in a historic Transition, where we should ready Contingency Plans for disruptions of operations and security. Also a time to prioritize Capital Protection over…

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Sanci says relief rally is almost over and sees markets 20-30% lower

By Maurizio Sanci – 14 Mar 2016, Geneva – Switzerland. (editor: Maurizio Sanci is a seasoned investment specialist with a unique blend of “technical & macro charts with investment knowhow”. After following his market research over the past three years, I’ve invited Maurizio to share his personal views on our…

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US Voter revolt: Resurgent Trump wins big – we reiterate a TRUMP SHOCK to the system is coming

By Christian Takushi MA UZH, 2 March 2016 – Switzerland. Global Geopolitical Macro-Update following Super Tuesday – what consensus is missing .. Some 60% of US voters expressed their anger about the current political-economic system by voting for Trump, Sanders, Cruz and Carson. Most businesses and investors are dismissing this…

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