China Downplays Chances for Talks, Pledges Economic Defense


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Comments of the Day

18 May 2019



Big Picture Long-Term Video May 17th 2019



Eoin Treacy's view

A link to this week's Big Picture Long-Term Video is posted in the Subscriber's Area. 



DoubleLine Asset Allocation Webcast -

I tuned into this webcast on the 14th and here are the slides which may be of interest to subscribers.



Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area.

Jeff Gundlach has a good record of spotting trouble early and he appears to share the view espoused by Ray Dalio that the Federal Reserve is going to need to adopt even more extraordinary measures to tackle the next downturn because of the quantity of debt outstanding.



China Downplays Chances for Talks, Pledges Economic Defense

This article from Bloomberg news may be of interest to subscribers. Here is a section:

China’s state media signaled a lack of interest in resuming trade talks with the U.S. under the current threat of higher tariffs, while the government said stimulus will be stepped up to buttress the domestic economy.

Without new moves that show the U.S. is sincere, it is meaningless for its officials to come to China and have trade talks, according to a commentary by the blog Taoran Notes, which was carried by state-run Xinhua News Agency and the People’s Daily, the Communist Party’s mouthpiece. The Ministry of Commerce spokesman said Thursday he had no information about any U.S. officials coming to Beijing for further talks.


Eoin Treacy's view

China running ahead of the USA on patent filings has been a common statistic quoted to highlight the country’s growing incentive to uphold intellectual property laws. What is less commented on is what these patents are for.



Email of the day on instruments referred to in trading reports

Eoin mentions buying Ethereum in this report but I cannot make out which vehicle he used. Can you help please?

PS:  I am enjoying my one month’s free trial and will definitely sign up.


Eoin Treacy's view

Thank you for this question and welcome to the Collective of subscribers. As a new subscriber you might not be aware that the vast majority of what I trade is via spread-betting which is tax advantageous for UK investors because of the absence of capital gains tax. If I take an investment position it will stated as such and would refer to a share or fund.



Email of the day on cryptocurrency funds

Are there collective funds (ETFs etc) through which we can invest in a basket of cryptocurrencies?


Eoin Treacy's view

Thank you for this question which may also be of interest to subscribers. The number of crypto funds is proliferating with hundreds now participating in the market. The provision of custody services by companies like Fidelity, E-Trade and JPMorgan will further enhance the ability of institutions to invest either through these funds or directly in the market.



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