Tuesday, December 02, 2014

Commodities: A supply-side idea

Blues.  Yesterday, the Bloomberg Commodity Index plunged to its lowest since May 2009, i.e. a five-year low. Consequently, the Australian... Read More >>

Monday, January 06, 2014

2014: Of financial drones, the trash crash and investment opportunities

Apologies for dithering so long, but I had to find out how to post blogs on our new webmaster's page. In a nutshell, 2014 will be characterised by ... Read More >>

Monday, June 24, 2013

Changing Economic Time®: So, how do I invest now?

How to invest now? We provide strategic (i.e. NOT "timing"/ "tactical" ) asset allocation thoughts concerning which instruments, markets, sectors, ... Read More >>

Monday, October 22, 2012

Strategic Asset Allocation: What to buy in America, China (and Australia)

Readers know that we have railed against the US "recovery" and have been suggesting that China's Economic Time would begin improving as of 4Q12.&nb... Read More >>