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 >>

Monday, August 08, 2016

China: The myth of a cheaper RMB boosting exports

We never bought the simplistic story that a cheaper currency on its own boosts exports.  Investment implication: don't be fooled!  ... Read More >>

Saturday, June 04, 2016

Is the Fed Funds hike akin to Japan's VAT increase?

Is the much-traded-about Fed Funds hike akin to the much-traded-about Japanese VAT increase?  Why markets are so peripatetic. Investment imp... Read More >>

Saturday, February 06, 2016

RMB & HKD: Chinese New Year attacks

This coming Monday - Wednesday, 8th -10th February, expect the RMB and HKD to be attacked. Chinese New Year Being a lunar festival, ... Read More >>

Tuesday, January 12, 2016

China: Why the RMB must fall by at least 10%

The Central Bank is caught in a policy dilemma. It will opt for growth, hence a mushier RMB.   Worse Economic Time® In our ... Read More >>

Saturday, January 09, 2016

China: Worse Economic Time

Currency support worsens China's Economic Time®. Avoid this market for a year.   Monetary economy  convulsions Accordi... 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 >>

Wednesday, December 30, 2015

RMB: why a basket case?

On 11th December, Beijing decided to run the RMB against a basket of currencies. Backgrounder and investment implication. Reminders ... Read More >>

Thursday, October 08, 2015

IMF's, Japan's & USA's losses of market credibility: RTHK Radio Show

The irrelevance of the IMF markets; the loss of market credibility of the Fed and Bank of Japan   IMF's recent irrelevancies "IM... Read More >>

Monday, August 31, 2015

China: Buy weakness

The market remains  mesmerized by yesterday's news.  So everyone is selling. Why you should defy the herd.  Pop... Read More >>

Thursday, August 13, 2015

Infighting in Beijing

There is lots of infighting in Beijing about how to control the economy: just who's in charge, anyway? Here are some wars that will result. Like... Read More >>