Thursday, July 14, 2016

Radio Show: Why you must avoid financial stocks

Plenty of Brussels Fudge being made in the company of Merkel and Renzi. Don't "eat" (aka buy) their story: there IS a financial crisis in Europe! ... Read More >>

Monday, July 04, 2016

Asset Allocation: Brussels fudge and Hong Kong's stale noodles

 Why you should underweight Europe and Hong Kong. 1.  Dominoes falling in Europe - where else might follow? Political as well as r... Read More >>

Thursday, April 24, 2014

Bond yields: but the sick man IS (southern) Europe!

Adieu, business cycle.  On 29th March 2014,  we penned blog on just how Europe as voted herself out of a business cycle. No amo... Read More >>