Donald Trump will continue to shape global trade, economics and geopolitics in 2026. The World Ahead is a handy guide to what the year ahead may have in store https://t.co/tE8pZiXidH https://t.co/Xfb2YhJqW8 ...

After a record-breaking rise, gold has now seen a sharp correction that shows little sign of ending. Was that just "a" top, or have we already seen "the" top? The state of geopolitics and trust in institutions may hold the answers. https://t.co/lZqcFwhtrY ...

We did see Donald Trump deplane. He is, of course, officially arrived in Tokyo. Do for, I believe, the second stop on his Asian tour.He'll be going to South Korea later this week to have that high stakes conversation with his Chinese counterpart, President Xi Jinping. Already, of course, a very quick turnaround when it comes to the conversation in Malaysia. There he is arriving in Tokyo.He's due to meet with the Japanese emperor today and then he goes on to have a working lunch and meet with Taki ichi. That ...

Core Viewpoint - Gold continues to play a significant role in investment portfolios as a hedge against volatility and inflation, especially in the context of geopolitical tensions and economic uncertainties [3][4][19]. Gold as an Investment - Gold is viewed as a long-standing monetary asset and a store of value, providing protection against inflation over the last 200 years [3]. - Current gold prices are trading above $2150 per ounce, reflecting its status as a safe haven amid global volatility [4]. - The recent sell-off in cryptocurrencies raises questions about their reliability as a safe haven compared to gold [3]. Market Dynamics - The U.S. 10-year bond yields approximately 4%, but inflation-adjusted yields are significantly lower, making stocks more attractive with a 4% to 5% earnings yield [5][6]. - International markets are currently cheaper than U.S. markets, presenting investment opportunities, particularly in defense spending due to geopolitical shifts [14][15]. Geopolitical Considerations - Geopolitical risks, including tensions in Europe and Asia, are influencing investment strategies, with a focus on defense technology and innovation [8][9]. - The Alpha Opportunities Fund is positioned to capitalize on these shifts, overweighting allies and underweighting vulnerable regions [7][9]. Future Outlook - The ongoing AI narrative and increased defense spending are expected to drive long-term market growth, with Japan identified as an underloved market with potential [18]. - Despite anticipated volatility, stocks are favored over bonds for long-term investment, with gold serving as a diversification tool [19].

Every once in awhile I come across an account that is criminally under followed.The latest one is @onechancefreedm.The account constantly posts some of the most thoughtful, accurate analysis of the economy and geopolitics.Highly recommend following them immediately. ...

New Product Launch - The Economist Insider will launch next month, offering subscribers access to weekly shows [1] - The shows will explore geopolitics, defence, economics and tech [1] Content Focus - The Economist Insider will feature a weekly show from the editor-in-chief [1] - Subscribers can submit questions to the shows [1]

“Rare earths are in a sense being used as a kind of bargaining chip,” Andrea Sella of @ucl reflects on when chemistry met geopolitics. Listen to “Babbage” https://t.co/70mjAtiSnJ ...

Industry Trends - The rise of AI is fueling heightened uncertainty [1] - Fragmented geopolitics is fueling heightened uncertainty [1] - A risk of divergence is fueling heightened uncertainty [1]

Flight of the big important week. And then on the other side of the world where three of the most powerful leaders in the world really showed an affection and agreed on an agenda going forward. And frankly, for me, seeing Modi as one of those three leaders comes as a surprise, given where we were just three months ago with India, where we were on the verge of concluding one of the earliest trade agreements with Delhi.And so, boy, things have changed quickly. I'm not saying that Modi is all in with Xi Jinpin ...

Policy & Economy - Discussed bitcoin, interest rates, geopolitics, power production, immigration, home affordability, and wealth inequality with Congressman Jim Himes [1]