Wednesday, October 28, 2015

China & USA: non-mainstream thoughts & investment ideas

China: Surprising noises at the Plenum and at sea .              USA: ... Read More >>

Thursday, October 22, 2015

US: Debt limit jabs intensify - II

The gloves are off on the Hill.  How to make money off this. http://podcast.rthk.hk/podcast/item_epi.php?pid=922 Why 3rd November is so ... Read More >>

Wednesday, March 11, 2015

Swiss Franc: Sell now!

By 1st April, individuals must PAY a tax of 0.75% on their Swiss Franc cash holdings What we got wrong.  On 16th January, we a... Read More >>

Tuesday, March 10, 2015

Exchange rates: why they don't determine trade flows

Multinationals, not exchange rates, drive trade flows! How multinationals influence trade balances.  At its simplest: as Coca-Cola  ... Read More >>

Friday, January 23, 2015

Tactical volte face: go long Europe

Structurally bearish on Europe.  Readers know of my distaste for European politicians: they won't reform their economies, and can get awa... Read More >>

Friday, January 16, 2015

SF/Euro + 53% by June: Swiss Franc +25%; Euro -15%

The Swiss have hastened the demise of the Euro, so the SF rises by 25% and the Euro falls by 15% No review. If you don't know about Thursd... Read More >>