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Newsletter No.66 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 66 5th October 2024 Global Economy – On the Brink of War & Recession 1.    Introduction What follows is not a full-blown report but jotted down notes to emphasize that the world is shifting into difficult and dangerous times. The benign years have been blown away by America’s continuous beli .....

Newsletter No.65 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 65 30th September 2024 Geostrategic Update This is a short, summarized note on how we see the wars evolving in Europe, the Middle East and elsewhere. ·        The powers behind the American throne appear to want war somewhere to start in October before the American election. What .....

Newsletter No.64 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 64 Recession and Wars 28th September 2024 “The mood on Main Street worsened in August despite last month’s gains. Historically high inflation remains the top issue for owners as sales expectations plummet and cost pressures increase. Uncertainty among small business owners continues to rise as expectations for fut .....

Newsletter No.63 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 63 20th September 2024 The World - The BRICS Are in Place “The threats the United States faces are the most serious and most challenging the nation has encountered since 1945 and include the potential for near-term war…. China and Russia are major powers that seek to undermine US influence. The 2022 National Defen .....

Newsletter No.62 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities                                       Newsletter No. 62 13th September 2024 The World: For Whom the Bell Tolls Ernest Hemingway’s famous novel written in 1937 was based .....

Newsletter No.61 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 61 11th September 2024 Global Economy: The Changing World “Throughout history, self-regarding and self-enriching elites have become dangerously contemptuous of their peoples. Crackdowns have been the usual first response. The cold reality here is that the recent elections in France, Germany and Britain and for the E .....

Newsletter No.60 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.60 8th September 2024 Global Economy: Where the Rubber Meets the Road  “No Congress of the United States ever assembled on surveying the State of the Union has met with a more pleasing prospects than that which appears at the present time. In the domestic field there is tranquility and contentment and the highe .....

Newsletter No.59 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.59 The World at a Tipping Point 2nd September 2024 “These are very similar situations when they want to provoke a big war in the Middle East and on the territory that is directly adjacent to us, and now part of Russia’s Kursk Region is under the control of Zelensky’s Nazi regime, with weapons supplied to him by N .....

Newsletter No.58 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.58 28th August 2024 “The US labor market is not in equilibrium, or anywhere close to it…If current trends persist, labor demand will fall short of supply by the end of this year or in early 2025. At that point unemployment will surge.” BCA Research, 22nd August 2024 “Fed rate cuts will help at the margin, but .....

Newsletter No.57 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 57 22nd August 2024 Global Conflicts: Short Update “The role of the United States and other NATO allies in planning and supplying Ukraine with intelligence, weapons and some troops (in the form of mercenaries) is a casus-belli, pure and simple…Whilst it is true that Ukraine has been killing Russian civilians for m .....

Newsletter No.56 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 56 19th August 2024                 Global Economy: Sitting on a Precipice? “Perhaps the world’s greatest debtor can’t remain the world’s greatest superpower. It’s a 1938 like moment and that coupled with the complexity of our intern .....

Newsletter No.55 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.55 Global Economy: War or Peace? 13th August 2024 1.    Background The real war that is starting to unfold is not only between NATO and Russia and Israel and Iran, it is about control of the world. For the Western Alliance led by America the emergence of a new world order under the umbrella of the BRIC .....

Newsletter No.54 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities   Newsletter No. 54 11th August 2024 China: An Evolving Fortress Economy “We the communist party must increase our risk awareness, persist with bottom-line way of thinking, prepare for danger in times of peace and take precautions, be prepared to withstand major challenges in high winds, rough and even stormy seas.” Presiden .....

Newsletter No.53 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 53 Global Economy: A Perilous Time 4th August 2024 1.    Introduction  Last week’s economic, financial and geopolitical tensions marked the beginning of the end not the end of the beginning of this cycle. These varied developments long in gestation broke out in unison last week causing leverage .....

Newsletter No.52 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.52 2nd August 2024 This is a short note to update the situation in the Middle East. Tensions are rising in the region following the attack in Tehran and others across Lebanon and Israel as we explained in our recent report. There are intelligence reports that suggest that Iran will launch a retaliatory strike against .....

Newsletter No.51 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No.51 31st July 2024 There is now the real risk of wars escalating over the boundaries of Ukraine and over those of Lebanon and Syria. First, following Finland granting America access to its 15 military bases in the country, there are unconfirmed reports that the drones which have been hitting Russia recently were launch .....

Newsletter No.50 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 50 30th July 2024 Markets continue to ignore the rising tensions between countries and within regions. Interest rates will fall soon so markets should be bought in anticipation of those rate cuts is the consensus view. The problem with these siren songs is that history shows that when interest rates are cut it means .....

Newsletter No.49 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 49 28th July 2024 “If what we’ve entered is not just an economic cycle but an era of social-political tumult, then we have to be careful not to assume we can predict which features will echo past cycles. Perhaps we will enter the stagflation of the 1970s in this decade, as financial excesses are worked out and mon .....

Newsletter No.48 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 48 26th July 2024 This is a short note to summarize succinctly – we hope – that as we have been saying for some time global business activity will weaken in H2 this year by falling into recession including in the USA until the early months of next year when a new US Administration will unleash fiscal and monetary .....

Newsletter No.47 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 47 A Fairy Tale 24th July 2024 In a bygone age on a land far away there was a political war being waged between two powerful groups backed by their respective financial backers, often Old Money and Titans of the financial world. In this far-away land, one faction wanted to conquer a far-off country because that coun .....

Newsletter No.46 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 46 21st July 2024 “The biggest risk and the biggest cost for NATO today is the risk of Russian victory in Ukraine. We cannot allow this. The outcome of this war will determine global security for decades to come.” Secretary-General Stoltenberg at the Washington NATO Anniversary. “For a long time being an Americ .....

Newsletter No.45 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 45 15th July 2024 This is a short note to set out briefly our initial views, having listened to and read briefings from experts including a retired US marine and intelligence service sniper. More comments on the repercussions will follow. Donald Trump is a very lucky man as he turned his head just as the sniper pulle .....

Newsletter No.44 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 44 12th July 2024 -         Introduction   This Newsletter follows our new format by providing our latest macro and geopolitical views as the conclusions are way beyond consensus thinking.   Geopolitical events are moving at a rapid pace. For instance, even a month ag .....

Newsletter No.43 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 43 2nd July 2024 “Most of us ‘old timers’ view the stock market somewhat like a living organism that operates within its own realm, just as we do ourselves. The stock market has all the information and then digests it on a daily basis. As such, the stock market seems to inhale and exhale, so to speak. If inhalin .....

Newsletter No. 42 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 42 26th June 2024 “The strengthening of relations between Pyongyang and Moscow is the beginning of a new world order based on justice, which will oppose the US model of a rules-based world order.” President Putin, Article in Rodong Sinmun, N Korea’s main Newspaper “If one of the Parties is subjected to an arm .....

Newsletter No. 41 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities                                        Newsletter No. 41 21st June 2024 “Apparently, they expect us to get scared at some point. But at the same time, they also say tha .....

Newsletter No. 40 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities   Newsletter No. 40 18th June 2024 “We reiterate our shared belief in democratic principles and free societies, universal human rights, social progress, and respect for multilateralism and the rules of law. We commit to providing opportunities and pursuing shared prosperity. We seek to strengthen international rules and norms .....

Newsletter No. 39 with updated charts Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 39 14th June 2024 “We must push for breakthroughs in local currency settlement and cross-border payment cooperation through financial channels”. Wang Yi, Foreign Minister, China at BRICS meeting of foreign minister Russia’s foreign minister Lavrov stressed three important points: 1.   .....

Newsletter No.38 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 38 1ST June 2024 “Margaret Thatcher said on the lines that socialism fails when it runs out of other peoples’ money. We appear to have reached that point. Rapacious tax policies are now reducing their yield. We are now sliding down the after-end of the Laffer curve. The economic force which drives any economy is b .....

Newsletter No.37 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 37 13th May 2024  “We have been and will continue to be open to strengthening good relations with all countries that view Russia as a reliable and honest partner. Indeed, those countries constitute the global majority. We are not rejecting dialogue with Western states. The choice is theirs: whether they intend .....

Newsletter No. 36 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 36 29 April 2024 “Moreover, the ensuing estrangement between the West and the rest is occurring at a turning point in international power relationships. It is a time when the tectonic plates of the political world are shifting, when the old constellations of power and of influence are being successfully challenged, .....

Newsletter No. 35 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 35 18th April 2024 “It seems to me that every long-term trend I see increases inflation relative to the last 20 years. Huge fiscal spending, the trillions needed each year for the green economy, the remilitarization of the world and the restructuring of global trade – all are inflationary. I’m not sure models .....

Newsletter No. 34 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 34 3rd April 2024 “The entire foreign policy community in the United States now shares the basic tenets of neoconservatives. Actually, the scripture is Paul Wolfowitz’s notorious memorandum of March 1991 wherein he laid out a comprehensive, detailed strategy for systematizing American global dominance. Everything .....

Newsletter No.33 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 33 25th March 2024  “All perpetrators, organizers and masterminds behind this crime will get just and inevitable punishment. Whoever they are, whoever guides them, I repeat we will identify and punish everyone who stands behind the terrorists, who prepared this atrocity, this attack on Russia, on our people.” .....

Newsletter No.32 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 32 10th March 2024 “We must take stock of the situation and realize our collective security is at stake. We have to ratchet up. Russia must not win, not only for Ukraine, but secondly, we are by doing so, ensuring our collective security for today and for the future.” President Macron, 27th February 2024 “Hezbol .....

Newsletter No.31 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 31 27th February 2024 “The Air Force planes flying currently in the skies of Lebanon have heavier bombs for more distant targets. Hezbollah went up half a step, whilst we a full one. We can attack not only at 20 kilometers from the border but also at 50 kilometers and in Beirut and anywhere else.” Israel Defense S .....

Newsletter No. 30 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 3013th February 2024 1.    Introduction Newsletter No. 30 does not follow our usual style because the Putin-Carlson interview is so important for the world and its markets that we thought we would confine this issue to what emerged from Tucker Carlson interviewing President Putin. So, the title of this .....

Newsletter No. 29 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 296th February 2024 “So, Phase Two of this conflict is drawing to a close and Phase 3 is opening. The intensity of the wider war will spike, most likely triggered by a change of status in Hezbollah’s role. Will this be triggered by an Israeli intervention, or pre-emptied by Hezbollah making the first move? Will Bid .....

Newsletter No 28 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter  No. 2824th January 2024  “This proxy war against Russia, against Europe and against China remains the fuse that could light up a W111 before the end of the decade. Who will decide it is an extremely rarefied plutocracy. No not Davos: these are only their clownish mouthpieces… The leadership in Beijing fully u .....

Newsletter No 27 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No 2715th January 2024 “Who controls the past controls the future. Who controls the present controls the past”. George Orwell, Nineteen Eighty-Four “This may lead inflation to be stickier and rates to be higher than markets expect. On top of this there are a number of downside risks to watch. QT is draining over $900 .....

Newsletter No.26 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 2629th December 2023 “Hamas is not an Islamic movement. It is a liberation movement, and anyone be he Christian, Buddhist – or even I – could join. We were all welcome.”  Sheik Ahmad Yasin, Founder of Hamas Talking with Alastair Crooke “This is not only our war in many ways your war…This is a battle a .....

Newsletter No. 25 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 2520th December 2023 “Never forget that only dead fish swim with the stream.” Malcolm Muggeridge “Our goal is more modest: we simply attempt to be fearful when others are greedy and to be greedy only when others are fearful” Warren Buffet “The way to make money is to buy when blood in running in the street. .....

Newsletter No 24 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No 248th December 2023 “There is no means of avoiding the final collapse of a boom brought about by credit expansion.” Von Mises “These unpopular measures reflect the seriousness of the US economic crisis and the decay and decline of the entire capitalist system” People’s Daily, August 1971 “The official measur .....

Newsletter No 23 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 2319 November 2023   “He’s a dictator in the sense that he is the guy that runs a country that is a communist country based on a form of government that is totally different to ours” President Biden “The two superpowers hold fundamentally different views on the future of their relationship. Washington wants .....

Newsletter No 22 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No 228th November 2023 “You can follow the action that gets you good pictures. You can follow your instincts which probably gets you into trouble. Or you can follow the money, which nine times out of ten will get you closer to the truth.” Jack Nicholson, Actor “In support of hostage recovery efforts, the US is conduct .....

Newsletter No.21 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter  No. 21 25th October 2023 “But as consumers, businesses and governments are learning to their dismay as we move deeper into the first full year of interest rates bearing a five-handle, the pain is real and inescapable. The fight against inflation is inherently deflationary and destructive; if it succeeds it will sl .....

Newsletter No. 20 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter – No. 20 9th October 2023   “The timing of the brutal attacks by Hamas has been triggered by an attempt to exploit bitter internal divisions within Israel but on a deeper level, the assault has been driven by Hamas’s overlord Iran, a theocratic Shia Muslim state that is engaged in a struggle for power and influe .....

Newsletter No. 19 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 19 27 September 2023 “In the crucible of President Putin’s brutal and ongoing war, the United States and Ukraine have forged a partnership that is stronger and growing every day. We will continue to stand by Ukraine’s side and today we’re announcing new assistance totaling more than $1 billion in this common ef .....

Newsletter No. 18 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 1813th September 2023 1.     Introduction The world, not just the economy but its growing structural divide and society sit on a precarious precipice. Recession in many countries including America is looming; growth has been built on debt, not productivity and savings; the war between Russia and NATO o .....

Newsletter No. 17 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter – No. 1726th August 2023 For several hours over the last three days, we listened to the Summit Leaders pre their media presentations and post them. It is important to note that the Summit Meeting was held under the theme: BRICS and Africa: Partnership for Mutually Accelerated Growth, Sustainable Development and Inclusiv .....

Newsletter No. 16 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter – No. 16 9th August 2023 “The essential point is that markets are taking over control of interest rates from the central banks…they will learn the hard way that interest rates are not the price of money, but the compensation foreigners require to maintain their holdings”. Alasdair Macleod, Gold Money, 20th July 20 .....

Newsletter No. 15 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No. 15 20th July 2023 “We can’t and won’t ever give up the goals that were announced as part of the special military operation. Ukraine (NATO) had plans to create military bases on the Sea of Azoz and in Crimea. The regime had proven its neo-Nazi essence more than once and was constantly encouraged to exterminate eve .....

Newsletter No. 14 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter – No. 14 4th July 2023 “There are known unknowns; there are things we know we know. We also know there are known unknowns; that is to say we know there are some things we do not know. But there are also unknowns unknowns – the ones we don’t know we don’t know.” Donald Rumsfeld “They (the West and Ukraine) wa .....

Newsletter No. 13 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter – No. 13 26 June 2023 “It is hard to believe that Putin can ultimately survive this kind of humiliation. His prestige, his power, even his life is now on the line”. Gideon Rachman, The Financial Times, 24th June 2023 “Now the most important thing for defeating the external and internal enemy that is craving to te .....

Newsletter No 12 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter – No. 12June 12, 2023 “On 22nd August 2023, the most significant development in international finance since 1971 will be unveiled. It has the potential to displace the US dollar as the leading payment currency and reserve currency from a standing start in just a few years. The process by which this will happen is unprec .....

Newsletter No. 11 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter  No. 119th June 2023 “We express our great concern over the destruction of the dam at the Kakhovka hydroelectric power station. The water in the reservoir continues to recede and it may not be possible to continue pumping water to the nuclear power plant in the future….no party especially countries with important .....

Newsletter – No 10 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter – No 10 25th May 2023 “Microsoft’s research paper called Sparks of Artificial General Intelligence goes to the heart of what technologists have been working towards. If they build a machine that works like the human brain, it could change the world. But it could also be dangerous.” “However, the most impor .....

Newsletter No 9 Correction Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter – NO 9 25th May 2023 CORRECTION   We apologize for errors that occurred in the table “Average Gold Bought by Chinese Households” The correct table is set out below: Year Ounces 2011 0.083 2012 0.082 2013 0.193 2014 0.149 2015 0.187 2016 0.144 2017 0. .....

Newsletter No 9 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter – Number 920th May, 2023 Introduction “In the councils of government, we must guard against the acquisition of unwarranted influence, whether sought or unsought by the military-industrial complex…Only an alert and knowledgeable citizenry can compel the proper meshing of the huge industrial and military machinery o .....

Newsletter No.8 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter – N0. 825th April 2023 1. INTRODUCTION   “Behind the ostensible government sits an invisible government owing no allegiance and acknowledging no responsibility to the people.” Theodore Roosevelt, 1901-1909 “The urge to save humanity is almost always a false front for the urge to rule.” H L Mencken, American J .....

Newsletter 7 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter – No 76th April 2023 INTRODUCTION  “Now the house of cards is collapsing. The credit crunch caused by today’s banking stress will create a harder landing for the US economy, owing to the key role that regional banks play in financing small-and-medium-size enterprises and households.” Nouriel Roubini, Professor .....

Newsletter No 6 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities                                      Newsletter – No 6                            .....

Newsletter No 5 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter – Number 5 27th March 2023 Unsubscribe   |   Manage your subscription   |   View online 1.   Introduction “The two sides pointed out that the Sino-Russian relationship is not like the military and political alliance during the Cold War, but transcends this model of st .....

Newsletter No. 4 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter – Issue 421st March 2023 1. Introduction From time to time when important developments transpire, we will issue a short report in addition to the bimonthly notes. The bank failures in America and the shotgun takeover of Credit Suisse by UBS will not be isolated events and should be seen as wake-up calls for the earthquake which will erupt in or around 2025.The wo .....

Newsletter No 3 Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities   Newsletter – No. 3 18th March 2023 1.    INTRODUCTION “A democracy is always temporary in nature; it simply cannot exist as a permanent form of government. A democracy will continue to exist up and until the time that voters discover that they can vote themselves generous gifts from the public treasury. Fro .....

Simon Hunt Strategic Services Strategic Services for Global Economies & Commodities Newsletter No 2 6th March, 2023 1. Introduction “This means they (NATO) plan to finish us once and for all. In other words, they plan to grow a local conflict into a global confrontation. This is how we understand it and will respond accordingly, because this represents an existential threat to our country.” President Putin, Annual Address to the Nation, 21st February 2023 “Chinese mili .....

This is the first edition of our Newsletter series designed for the retail market. It will be twice in a month, but filled with useful ideas without a lot of verbiage. This is not a share tipping series but provides a strategic view of the world which should enter a depression around 2025. How we get there and what follows will be the subject of these monthly newsletters.  We work very closely with our technical associate Peter Goodburn of WaveTrack International and have done so for over 30 years. When the technical analysis confirms our fundamental analysis as it is now doing, we h .....

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