Thursday, August 31, 2017

Radio Show Notes: US GDP/ H Harvey and No Tax Reform

Many think that US growth momentum is rising; we think that it is losing steam at the margin. Hurricane Harvey's economic effects are like those of... Read More >>

Thursday, June 08, 2017

Thoughts on Super Thursday

SUPER THURSDAY -Notes for today’s RTHK radio show, Hong Kong: UK election, ECB and Comey's testimony- 1. UK ELECTION a. Here are my observati... Read More >>

Friday, January 20, 2017

Trump: So who will be the Apprentice?

So who will be teaching whom as of today in America?  Who gets fired first?  Inertia Trump will run the country like he ra... Read More >>

Tuesday, December 13, 2016

China and Hong Kong: Why you should sell

 The global Economic Time® is worsening in China and Hong Kong: sell in December and go away. CHINA China is seeking a World Trade Orga... Read More >>

Thursday, November 17, 2016

Radio Show: USA: Trump and Markets

Trump's infrastructure spending plans are ineffectual. Why you should buy in to the recent bond market sell-off.in America. US Donald Trump... Read More >>

Thursday, September 08, 2016

Radio Show: USA and EU

Why we get mixed signals from America's economy - and terrible vibes off Brussels' Diktats.  USA The latest Federal Reserve Beige Book re... Read More >>

Thursday, August 04, 2016

Market Outlook: August - December 2016

Global Economic Time is stabilizing: buy the G3 plus Greater China What are your top 3 investment ideas?  -     &... Read More >>

Friday, July 01, 2016

BREXIT: anything really changed?

BREXIT is a traders' paradise, nothing more. Investment implications. Here are my talking points for a Bloomberg HK TV show of 1st July 2016, 11:... Read More >>

Thursday, May 26, 2016

Currencies, the US stock market, & Greece

A rising US stock market will keep propelling the dollar; the opposite holds true for the RMB. US DOLLAR The surging US dollar is having ripples ... Read More >>

Tuesday, June 02, 2015

Rates, Earnings and The Economic Clock in structural slumps

What is the Economic Clock revealing about market direction in the US, China/Hong Kong & Europe? Asset allocation.  Keep overweightin... Read More >>

Saturday, November 01, 2014

Yen/Dollar: Exporters and sector strategies

Japan's monetary base.  As you know, just this Thursday the Bank of Japan (BoJ) decided to expand its monetary base by an average 24%, to... Read More >>

Friday, May 16, 2014

Strategic Asset Allocation: "So what do I do now?"

Recent market drubbings. No prizes for telling you the time by looking at someone else's watch.  Dollar-cost averaging. If you have ... Read More >>