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Cuba libre
At Tricio we focus on economic cycles, market structures and investor behaviour in order to help clients navigate markets with a medium to long-term investment outlook. This blog raises the question of what might happen if the Trump administration actually takes Cuba by military force. For most European and other investors, the US focus on Cuba is something from the 1960’s Cold War era. Wikipedia offers a primer on the history of US embargoes on Cuba which may be useful. One
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It’s the economy, stupid
At Tricio we focus on economic cycles, market structures and investor behaviour in order to help clients navigate markets with a medium to long-term investment outlook. Global markets are being roiled by the US (and Israel) attack on Iran. The vast majority of the conflict and casualties have been in Iran, but Iran has spread the war to its neighbours and of course, the Strait of Hormuz. US President Trump won’t be happy with stock market reactions to his war this week if sha
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