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TPWIM
TPW Investment Management. Making the complex simple through global macro ETF based portfolio solutions.
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TPWIM Aug 7
Helps explain why US Corporates have not joined the China bashing > 1st in, 1st out > China was the first major economy to emerge from the coronavirus. Now, its consumers are proving to be a lifeline for Western companies. via
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TPWIM Aug 5
As we wrote at the time > Brexit bullish for EU > 2020s the Decade of Europe> How Brexit may strengthen the west via
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TPWIM Aug 5
exactly as we laid out back in January in TPW 3.0 > find it at . The TikTok crackdown shows the U.S. is now playing by China's internet rules
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TPWIM Aug 5
Q2 Global trade volumes -18% y/y > domestic demand key growth driver > CV19 response key to Domestic demand > ROW/US > A new report says port operators are reviewing investment plans as shipping volumes wane during the coronavirus pandemic via
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TPWIM Aug 4
The path to a Tri Polar World of regional integration in Asia, Europe & the Americas becomes clearer every day > Europe changes its mind on China via
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TPWIM Aug 4
Not exactly the strategy one would choose to drive regional integration in the Americas > Trump Administration Cripples Latin America’s Ability to Fight Covid-19
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TPWIM Aug 4
PE leads the way for public market investors to follow? > The U.S. is no longer the center of the private equity universe via
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TPWIM Aug 4
We see growing potential for the 2020s to be the Decade of Europe > A strong Germany is key to that vision > Which Country Will Triumph in the Post-Pandemic World?
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TPWIM Aug 4
Regional deepening & regional integration is the path to the future > Tri Polar World (TPW) > China and the Trans-Pacific Partnership: In or out? via
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TPWIM Aug 4
Better globalization > regional economic integration > regional value added chains > sounds a lot like the Tri Polar World (TPW) > A better globalization via
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TPWIM Aug 4
Good read > US focus on CCP as opposed to China per se risks more aggressive Chinese response > “China’s catastrophic success: US strategic blunders fuel rivalry” , via
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TPWIM Aug 4
Potential growth a big part of our Global Risk Nexus (GRN) Econ work > Global potential economic growth is set to drop in coming years due to fallout from the Covid-19 pandemic according to Fitch Ratings Ltd via
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TPWIM Aug 3
Interesting read & aligns nicely with our Tri Polar World (TPW) thesis > see more at > From Globalization to Regionalization? via
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TPWIM Aug 3
CV19 continues to drive regional integration > each region's ability to self produce & self consume > Retailers are ramping up for big holiday e-commerce volumes as coronavirus-wary shoppers stay away from stores via
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TPWIM Aug 3
Start your week off right with TPWIM CIO Jay Pelosky on Bloomberg's The Open show at 9:40. Jay will discuss our risk asset tug a war thesis, the growing divide btwn the US and x US DM & what it means for global asset allocation.
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TPWIM Jul 31
Bank preferred have seen a good amount of interest lately > Bank stocks aren’t getting the market love Netflix and Amazon are commanding. Their supporters say just treat them like normal companies and there’d be a big rally. via
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TPWIM Jul 30
First in CV19, first out w sharp recovery done without breaking the bank > This surge in Chinese stocks is not like the last one via
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TPWIM Jul 29
Makes a lot of sense & would dovetail nicely w Joint Recovery Fund & Green Deal to power Europe forward in the 2020s... > European banking needs a Big Bang via
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TPWIM Jul 29
Europe's forecast 21 GDP growth 2x that of US > what? > Europe's economy is set to bounce back from coronavirus quicker than the U.S., upending the previous role of each region via
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TPWIM Jul 29
EU drive to Green Deal and global leadership in climate change > 2020s the Decade of Europe? > The price of carbon credits in Europe has rebounded from a pandemic low, reflecting government stimulus efforts and the reopening of economic activity via
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