Thursday, September 07, 2017

Radio Show Notes: Fischer, ECB, dollar, gold & Chinese markets

A random walk. We are very worried about Prof. Fischer resigning. Expect more ECB garble. The dollar remains soft whilst Euro-yields rise. Gold ris... Read More >>

Thursday, August 24, 2017

Radio Show Notes: Trump, Jackson Hole

Soon the markets will take Trump's brassy trumpettes for what they are: background noise.  Forget any policy statement by Draghi at Jackson Ho... Read More >>

Wednesday, July 26, 2017

Bloomberg TV: the Fed and Horse Buggy Repair Manuals

All central banks are trying to move forward by squinting into their rear-view mirrors. Market implications. Fed preview: decision due the... Read More >>

Tuesday, January 24, 2017

1Q17: What to buy and sell

What to go long of and what to short this quarter  Top 3 investment tips/themes (e.g. sell the yen, avoid oil) -    ... Read More >>

Friday, January 20, 2017

Trump: So who will be the Apprentice?

So who will be teaching whom as of today in America?  Who gets fired first?  Inertia Trump will run the country like he ra... Read More >>

Thursday, November 10, 2016

Radio Show: Trump's "America first" during gridlock

How can Trump progress with his "America first" policy by angering Congress and foreign governments? THE ECONOMY Mr Trump has promised to dou... Read More >>

Monday, November 07, 2016

USA:Gridlock propels rates, the dollar and the stock market

Many wonder who will make more of an impact: Trump of Clinton? None: gridlock will reign- as will the dollar. Nobody can rule For t... Read More >>

Monday, February 29, 2016

Random ideas: Trumponomics & market volatility

How Trumponomics as well as dwindling margins prod  market volatility. Trumponomics According to this week's Economist, p. 61, ... Read More >>