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A FORUM FOR FACT-BASED DEBATES WITH DAVID WOO MARKETS, ECONOMICS & POLITICS
How far will the Fed go with rate hikes?
How long will this Fed hiking cycle last? How high will rates go? Can the US economy withstand much higher rates?
595
14
7
Friday, July 1, 2022
Waiting to sell bonds
The market sees recession in the rear mirror. We will wait patiently for an opportunity to fade the bond rally
511
2
7
Sunday, July 3, 2022

Trade updates
Markets appear to be waiting to see what, if anything, will break. High yield debt is likely to be first.
226
0
1
Friday, July 1, 2022
Quick Trade Update
Stopping out of AUY and putting SLB on hold.


Premature celebration
The west has once again lost its moral high ground but with nothing to show for it. The war against Russia turns ever more surreal.

UK most vulnerable to stagflation
Stagflation is coming. Which countries are most vulnerable? I came up with a simple ranking. GBP rally should be sold into.

Charging a Tesla in 5 minutes
Is it possible to fully charge a Tesla in 5 minutes? We talk to Doron Myersdorf, the CEO of the Israeli start-up StoreDot, to find out.
Analysis & Predictions
Investment strategies
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David Woo Unbound provides independent and rigorous analysis of the most important global macro trends today, with a focus on the interplay between the new political, economic, and technological forces. More importantly, we make bold and actionable predictions about the new global macro environment.
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new re-alignment of geopolitical forces in recent years is now threatening to unleash a new Cold War, with the US and its allies pitted against China and Russia. While external conflicts escalate, many countries are also experiencing increasing internal conflicts that are contributing to political instablity. Examples include the US Capitol riots and the Canadian trucker protest.