David Woo Unbound (@Davidwoounbound) / X

David Woo Unbound

2,163 posts

David Woo Unbound

@Davidwoounbound

Independent provider of macro research and investment strategy. We offer institutional and retail services. Our only goal: help our clients to beat the market

New York, London, Tel-Aviv

Joined May 2015

Pinned
David Woo Unbound
@Davidwoounbound
Jun 14
Trump revealed something critical this week that changed everything about the Iran negotiations. He showed his hand. On June 5, Trump said about acquiring Iran's enriched uranium: "I don't think they could stop us if we wanted, but there's no reason to. I don't want to put men
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David Woo Unbound
@Davidwoounbound
Mar 31, 2025
🚨 What’s Trump’s endgame? Tariffs on allies, a quiet pivot toward Putin, and stealth prep for a strike on Iran. But is it really about China all along?⚔️ Deep geopolitical realignment 📈 Market-shifting risk 💣 Strategic countdowns already underway🎥 12-min full breakdown below
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David Woo Unbound
@Davidwoounbound
Apr 7, 2025
🚨 Trump’s new trade war is here — and it makes 2018 look like a warm-up. 📉 54% tariffs on China 🧨 Vietnam, Thailand, Indonesia hit with reciprocal tariffs 🏭 Globalization in full reverse Is this about reviving U.S. manufacturing — or crushing China’s economy? 🎥 12-min full
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David Woo Unbound
@Davidwoounbound
Apr 14, 2025
Round 2 of Trump’s Trade War: China in the Crosshairs (12-min video) 🚨 125% tariffs. 🧨 Middle East tension rising. 🕊️ No deal with Iran. 🇨🇳 Xi’s next move could shake the global economy. 💡 My prediction: recession, rising defense stocks, and gold will shine. 🎥 Watch the full
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David Woo Unbound
@Davidwoounbound
Jun 23, 2025
Trump struck first. But Iran won’t crumble like Iraq. The regime is dug in, backed by China, and firing hypersonics. Israel’s next move could trigger a regional uprising—or a Mossad coup. 👇 Inside the shadow war: #Iran #Trump #Mossad #Geopolitics #MiddleEast #Israel
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David Woo Unbound
@Davidwoounbound
Dec 20, 2024
France and the UK are on opposite ends of the political spectrum post-2024 elections. A stability comparison
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David Woo Unbound
@Davidwoounbound
Dec 25, 2024
After two years of +20% returns, US stocks are vulnerable to shocks. With inflation stickier than expected and limited Fed cuts, could 2025 bring a correction? 🧠 #Macroeconomics #Investing
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David Woo Unbound
@Davidwoounbound
Apr 8, 2025
Trump’s first trade war failed — China rerouted exports through Vietnam, Mexico, and more. This time, he’s shutting every backdoor. 🇨🇳 China now faces 54% total tariffs 🔺 Vietnam: 46% 🔺 Thailand: 36% 🔺 Indonesia: 32% This isn’t just pressure — it’s a full blockade.🧵 🎥
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David Woo Unbound
@Davidwoounbound
Dec 2, 2024
Since Biden took office: Global trade slowed 📉 Foreign investments fell 📉 Fiscal deficits widened 💸 Will 2025 bring a reset? Here’s what I think. 🧵👇 #GlobalEconomy #Macroeconomics
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David Woo Unbound
@Davidwoounbound
Jun 29, 2025
Wall Street thinks Trump’s tariffs are a bluff. They’re not. With rare earths forcing a China truce, and July 9 looming, Trump’s options are narrowing fast. The “big beautiful bill” just passed — and the next shock could hit S&P consumer stocks. Taco Trump might just strike
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David Woo Unbound
@Davidwoounbound
Apr 10, 2025
China pushed to the wall. Russia spurning Trump’s peace deal. Iran defiant on nukes. Could they form an axis in response to Trump’s threats? Last week I’d have said no. Now… I’m not so sure. 🎥 1-min clip below. Full 12-min video in Highlights #Geopolitics #China #Iran
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David Woo Unbound
@Davidwoounbound
Dec 18, 2024
Two nations, two elections, two vastly different economic trajectories: UK vs France. Let’s compare 🧵👇 #UK #France
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David Woo Unbound
@Davidwoounbound
Jan 8, 2025
U.S. Manufacturing & how will the tariffs affect China?👇#china #tariffs
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David Woo Unbound
@Davidwoounbound
Jan 22, 2025
If Trump delivers world peace, the market implications would be profound. Here's how peace could reshape asset performance in 2025. 🧵👇 #Investing #Geopolitics
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