Europe stuck between two unpredictable powers – An ominous sign
Geopolitical Research
by Christian Takushi
2w ago
Independent Geopolitical Macro Analysis – Switzerland – Fri 17 Feb 2024 (public & truncated release: 13 Mar 2024). Our analysis is deviating from consensus at several fronts: today we will discuss the one area with the biggest “delta” to consensus. The deterioration of stability and the collapse of trust across the Northern hemisphere continues to gather at a pace not seen since the 1930’s. This deterioration is being increasingly driven by Europe’s mistakes and its perceived defencelessness and entrapment – something other powers are taking advantage of. I mean this very literally: Not on ..read more
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Geopolitical Podcast Audio – Was die BRICS wirklich planen, Krieg, Gold
Geopolitical Research
by Christian Takushi
1M ago
“Resources Investor” interviews macro economist Christian Takushi to discuss the new currency plan of BRICS, the potential coming war and why it will matter where you hold your assets including Gold – Length 55 minutes (interview was conducted in German language)  Fri 2 Feb 2024.  Executive Notes (as described in the Rohstoff Channel) : Christian Takushi explains the importance of the BRICS countries for us in the West. We are talking about the danger of armed conflict in Europe and warfare using currencies. Please click here to listen ..   The interview in full length is a cou ..read more
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Geopolitical Interview – What BRICS are planning, War, Crypto-Gold Currency?
Geopolitical Research
by Christian Takushi
1M ago
“Resources Investor” interviews macro economist Christian Takushi to discuss the new currency plan of BRICS, the potential coming war and why it will matter where you hold your assets including Gold – Length 55 minutes (interview was conducted in German language)  Fri 2 Feb 2024.  Executive Notes (as described in the Rohstoff Channel) : Christian Takushi explains the importance of the BRICS countries for us in the West. We are talking about the danger of war in Europe and warfare using currencies. Please click here to listen .. Audio of Interview 2 Feb 2024         ..read more
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Voter Revolt in the EU is likely to fail – The EU could shift further to a liberal-left course in 2018 (truncated)
Geopolitical Research
by Christian Takushi
2M ago
By Christian Takushi, Macro Economist – Zurich & Geneva on 14 March 2017: Elections in the Netherlands, France and Germany (this is an adapted version of the original) The EU could shift further to a liberal-left course in 2018 “Continental Europe is not the USA“ Tomorrow Dutch voters elect the new parliament and this will subsequently form the government. The similarities to the UK and US shocks are there indeed: the experts and the polls predict the outsider has no chance. But then, Western Europeans are not as risk-friendly as Americans. There could be a su ..read more
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As Israel fights on – all powers advance at Europe’s expense (truncated)
Geopolitical Research
by Christian Takushi
2M ago
By Christian Takushi, Macro Economist. Switzerland – 8 Jan 2024 (Public truncated release on 14 Jan 2024) This is our first report in 2024 and I want to wish you much happiness and success in this new year. Many people wish peace and joy, but while we all desire them, these two things should not entirely depend on external factors. Ideally, they should come from within. Some would argue from faith, a positive attitude to life and hopefully an accurate assessment of our environment and ourselves. I hope that our reports will help you make your own informed-balanced assessment of where ..read more
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Markets rise while Suez Canal is being choked off – Watch market volatility (truncated)
Geopolitical Research
by Christian Takushi
3M ago
By Christian Takushi, Macro Economist. Switzerland – 18 Dec 2023 (public truncated release 21 Dec 2023) This is a somewhat unusual but important update. No change in our assessment and no change in our outlook. Rather a call for alertness. Many of you are responsible for investment strategy, asset allocation or your own family investments. In recent weeks the stock market has been rising to new highs powered by falling inflation and the firm expectation that the FED will significantly cut rates in the coming months. I agree that inflation (YoY) is coming down due to the statistical basis effec ..read more
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Guest article: “Waiting for Godot” (and more Butterfly Wing Flaps):
Geopolitical Research
by Christian Takushi
4M ago
Unedited Guest article:“Waiting for Godot” (and more Butterfly Wing Flaps): a Fed turn embarking on a series of rate cuts may be significantly further down the horizon than market participants are now pricing in 5 December 2023, Ohio; USA While it now appears the Fed hiking cycle over the past nearly two years has come to an end at a terminal rate just north of 5% (as a previous commentary I authored improbably explored and predicted well back in December 2021), traders are probably pricing in an overly dovish Fed once again.  Hope springs eternal – as imagined and renewed Fed “quiescence ..read more
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FED is constrained in 2024 – Will Gold and Bitcoin benefit?
Geopolitical Research
by Christian Takushi
4M ago
By Christian Takushi, Macro Economist – Mon 27 Nov 2023 (Truncated public release 29 Nov 2023). This is a monetary policy update from a geopolitical-political perspective. To understand my message, kindly look at what happened in 2022. Why?  2024 bears some similarities. Remember the big 2022 market correction? Almost two years ago on 16 Dec 2021, I warned in a podcast titled “10 difficult months ahead” – markets will be sacrificed on the altar of US politics: The FED may raise interest rates to help the current administration avert a disaster at the Mid Terms elections ..read more
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US Interview: The geopolitically safest country in the world, Uruguay
Geopolitical Research
by Christian Takushi
4M ago
By Christian Takushi, Macro Economist – Switzerland  Tue 14 Nov 2023. Dear reader This interview complements our recent newsletters. Mr. Takushi has been interviewed by San Diego-based Financial Sense. The interview has been aired in the United States: At this stage our analysis shows Uruguay is the safest place to be protected from major global conflagration and a potential world war. Key topics that were raised Why is Uruguay geopolitically the safest country in the world ? Why is the financial industry recommending Dubai, Switzerland, Singapore, Panama, Costa Rica etc. instead?  ..read more
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Geopolitical Update : Geopolitically safest country in the world: Uruguay
Geopolitical Research
by Christian Takushi
4M ago
By Christian Takushi, Macro Economist – Sat 11 Nov 2023. (Truncated public release Mon 13 Nov 2023) Dear reader The process of assessing the 10 safest nations geopolitically is a daunting and complex task. Ultimately it is a dynamic and moving target involving economics, financial markets, military trends and geopolitics. Before Russia’s invasion of Crimea, Switzerland and Iceland  topped our Geopolitical Safety Country List. It is daunting, because we look forward not backwards. Before I start kindly allow me to say it is the 11th of November, a day in which many of us around the world ..read more
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