Monday, October 09, 2017

What will trigger the next market crash?

We read the Financial Times and Economist regularly as part of our intellectual diet.  Both carried articles this week about the non-likelihoo... Read More >>

Thursday, September 08, 2016

Radio Show: USA and EU

Why we get mixed signals from America's economy - and terrible vibes off Brussels' Diktats.  USA The latest Federal Reserve Beige Book re... Read More >>

Tuesday, June 07, 2016

Where markets are headed

 Rate rises in America won't influence Hong Kong, whose Economic Time is miserable.   1.  is a weaker jobs report a green light for... Read More >>

Monday, January 04, 2016

USA/Global: why rising rates smell

There are four identifiable risks to rising US rates - but not necessarily the ones that you probably are thinking of. How to make money off these... Read More >>

Thursday, April 30, 2015

The Economic Clock: China & America

Keep buying both, but overweight China  & Hong Kong. Sector ideas follow. Refreshing the Economic Clock®.  This is designed ... Read More >>

Wednesday, April 17, 2013

Gold: Keep your insurance policy!

In our  previous blog on gold, "In gold we trust" (6th December 2012), I obviously could  not foresee Monday's plunge... Read More >>

Tuesday, March 12, 2013

China: how to invest during stagflation

No doubt you all have read about China's more recent data that has disappointed the market: Industrial production rose "only" 9.9% in the firs... Read More >>

Monday, October 22, 2012

Strategic Asset Allocation: What to buy in America, China (and Australia)

Readers know that we have railed against the US "recovery" and have been suggesting that China's Economic Time would begin improving as of 4Q12.&nb... Read More >>

Tuesday, October 09, 2012

A New Form of Trade Wars: Host Country Protectionism

Just yesterday Reuters TV posed the following question to me: "Despite some bad news on the Asia-U.S. M&A front (ie Huawei, Chinese wind farms,... Read More >>