Sunday, January 29, 2017

Trump: Just what is an "Executive Order"?

Since Trump took the helm, he has issued at least four Executive Orders.  Based on his personality,  he will continue ruling s... 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 >>

Thursday, December 01, 2016

Radio Show: America's good Economic Time

Why you should be buying American stocks and bonds. US In a series of tweets overnight, US President-elect Donald Trump has said he will be ... 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 >>

Wednesday, October 28, 2015

China & USA: non-mainstream thoughts & investment ideas

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

Monday, October 19, 2015

USA: Debt limit tussle threatens markets on 3rd November

The US government runs out of money on Tuesday, 3rd November.  That will convulse markets. Caveat emptor!   Debt limit deadline 3rd ... Read More >>

Thursday, July 24, 2014

End of QE: Stay long US Treasuries

Low inflation stays. On 2nd June 2014 we issued a missive about why bond yields will hover around the current 2.5% for a some years yet: ... Read More >>