Wednesday, August 17, 2016

Disfigured valuations: you may as well keep buying high yield bonds

  G3 Central Banks have disfigured the market's pricing mechanism to such a degree that talk of "overvaluation" is misplaced: "overvalued" rel... 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 >>

Monday, January 04, 2016

USA/Global: why rising rates smell

There are four identifiable risks to rising US rates - but not necessarily the ones that you probably are thinking of. How to make money off these... 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 >>

Tuesday, November 10, 2015

El Nino in full swing: eight longs and three shorts

El Nino is peaking this month. What sectors to go long and short of.  Typhoon season in the East This is truly the season of ty... 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 >>

Thursday, June 18, 2015

El Nino strikes: which sectors?

This El Nino will be on par with 1997's muscular one. What sectors to go short and long of. Weather According to the Financial Times (FT) o... Read More >>