Thursday, August 03, 2017

RTHK Show Notes: soggy dollar repeating history

Despite America's  Treasuries yielding more than the Europeans' or Japanese', the dollar remains soggy.   But it has been since kickoff i... 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 >>

Thursday, July 28, 2016

Radio Show: The Fed, the BoJ and PBoC

Investment implications of the newest moves by the Fed and BoJ; why China's shadow banks are less risky than the lenders to SOEs. FED The Fed ... Read More >>

Thursday, July 21, 2016

Economic Clock: Where are we in the cycle?

Our only change is that now, you should start buying China and thus Hong Kong. What we wrote in April Just this April we issued a pi... 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 >>

Tuesday, June 07, 2016

Where markets are headed

 Rate rises in America won't influence Hong Kong, whose Economic Time is miserable.   1.  is a weaker jobs report a green light for... Read More >>

Thursday, April 28, 2016

Central Banks: policy contradictions

What both banks pretend to be targeting in terms of inflation is contradicted by their actions. Investment implications.  Inflation... Read More >>

Wednesday, February 17, 2016

Negative rates: why they cannot depress currencies

How come negative interest rates have stopped depressing  their respective currencies? Investment implications. Backgrounder T... Read More >>

Thursday, February 11, 2016

Japan: how to profit from her broken Economic Clock

Japan's politicians and Bank of Japan (BoJ) have broken her Economic Clock®. Crazy investment implication. What a broken clock does ... Read More >>

Monday, February 01, 2016

Radio Interview: Flawed Japanese monetary policy

The Bank of Japan (BoJ) is doing more of the same - yet hoping for a different result? Is this crazy or just plain sick?  Crazy investment im... Read More >>

Friday, January 22, 2016

Bloomberg Show: Investment Strategies

How not to/ to invest your money: losers and winners on a national and sectoral level. Market Outlook  is the market rout over? Have we seen ... Read More >>

Wednesday, December 23, 2015

RTHK Radio: Europe and seven investment themes

Why you should short the Euro. Seven investment themes, some odd ones, for 2016. 1. The Euro and the European Union For the EU headline the Finla... Read More >>

Thursday, December 10, 2015

Market strategies for 2015 and 2016

1. Market outlook for rest of the year; expectations for 2016; what were the main surprises in 2015? Expect a dive on 16th Dec when the Fed a... Read More >>

Wednesday, November 25, 2015

2016: why we are optimistic

The Economic Time is good for stock markets next year, counter-intuitive as this seems... Here are my sketches for a forthcoming Bloomberg radio ... Read More >>

Thursday, October 08, 2015

IMF's, Japan's & USA's losses of market credibility: RTHK Radio Show

The irrelevance of the IMF markets; the loss of market credibility of the Fed and Bank of Japan   IMF's recent irrelevancies "IM... Read More >>

Thursday, October 01, 2015

Abenomics: Chasing elephants with three pop guns

The Japanese ocean liner keeps sinking in the mire of vested interests; new "arrows" are blunt Gross depressed product A couple of w... Read More >>

Tuesday, September 29, 2015

Bloomberg Show: China, Japan & the Fed

Why you should be buying into weakness: China, Japan and America. Yesterday's Bloomberg TV shows. CHINA: earnings-driven "buy" Shrin... Read More >>

Wednesday, September 02, 2015

Wall Street is on sale: Radio Show

Wall Street is on sale, so "don't do something - stand there"! Here are my abbreviated speaking notes, along with the interview's clip. ... Read More >>

Friday, August 21, 2015

Push for reforms, consumption, productivity growth key to Asia’s future

Enzio von Pfeil is interviewed by The Edge Singapore and outlines why the push for reforms, consumption and productivity growth are key to Asia&r... Read More >>

Wednesday, August 19, 2015

Japan: Gross Depressed Product

Japan: Gross Depressed Product Monetary easing is as ineffectual to reforming Japan's economy as bombing ISIS is to eradicating terrorism. Abe&rs... 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 >>

Tuesday, May 26, 2015

Bloomberg TV: USA, Japan and Greece

My Bloomberg TV shows on why the Fed will raise rates in September, that Japan's growth recovery is a myth and that Greece is playing a game of chi... Read More >>

Friday, May 22, 2015

Global: where do I put my money?

Why you must go with the flow - and where. These are my notes for a Bloomberg TV show this Monday, 25th May 2015, 11:00 - 11:50 AM, Hong Kong time:... Read More >>

Tuesday, March 31, 2015

Europe & Japan: Overweight

Just go with the flow and buy these two markets: liquidity-driven upside whilst politicians kick the empty & noisy can of reforms down the road... Read More >>

Friday, March 20, 2015

FOMC: Connecting the dots

Forget demand-driven inflation; worry about debt inflation in the Submerging Markets Dot plots. We won't bother re-phrasing the Financial Time... Read More >>

Wednesday, November 19, 2014

Japan: Gross Depressed Product

Recent blues.  Just this Monday, we all discovered that  Japan's GDP contracted by an annualized 1.6% during 3Q14; this co... 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 >>

Wednesday, October 22, 2014

Bloomberg: Show notes for 23/10, 11:40 AM HK Time

1. Japan outlook those scandals have not exactly enhanced Abe's popularity -Abe must decide by the end of this CY if he wants to increase ... Read More >>

Tuesday, August 05, 2014

Asset Allocation: Third Quarter 2014

Here are some notes prepared for my TV show on Bloomberg and a radio show on Hong Kong's RTHK Investment strategy. Sectors you like/don't like... 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 >>

Wednesday, April 09, 2014

What the Economic Clock Says: G3 Currencies

Recently we posited that the reason for market undulations is very much because the G-3's members , are undergoing changes in their respective Econ... Read More >>

Thursday, April 03, 2014

What the Economic Clock Says

I am giving a speech to the Young President's Organisation here in Hong Kong, so I thought that this part on how the Economic Clock works and can h... Read More >>