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 >>

Thursday, March 17, 2016

Radio Show: the Floundering Open Market Committee

Given recent statements, the "F" in the FOMC deserves "Floundering".  "Paroles" in  China. Investment implications. Here is w... Read More >>