How to survive a pretty wild future…

Richard Bull | 5 May 2020  Find the epicentre of risk…  Dear Reader,   It’s funny how UFO sightings seem to go hand in hand with geo-political turmoil. Just as gold tends to thrive in an economic crisis. On June 24th, 1947, on a crystal clear afternoon, an experienced pilot (and reputable local businessman), Kenneth Arnold saw nine saucer-like discs flying in a V-shaped formation towards Washington’s Mount Rainier. 1947 also saw the emergence of the Cold War confrontation between the United States and the Soviet Union. Last week the US Navy released some UFO videos. This time the geo-political backdrop is increasing tension between America and China. If you want to understand why, have a listen to today’s market broadcast. It was actually recorded yesterday afternoon with our man in LA (and resident trading specialist) Eoin Treacy. He talks to Boaz Shoshan about Cold War 2 and America’s Minus-One Trade Deal with the People’s Republic. And none of it is pie-in-the-sky thinking. In these uncertain times (and what looks like it could be a pretty wild future), Eoin explains, when it comes to decision making, why you need to understand the epicentre of risk. He points to risky times with and within China itself. Risky times a little closer to home… Why he believes we should all keep an eye on the smallcap sectors…    And, as ever, look to gold. It’s all covered here. Best,   Richard Bull Southbank Investment Research

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