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 >>

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 22, 2016

Bloomberg Show: Investment Strategies

How not to/ to invest your money: losers and winners on a national and sectoral level. Market Outlook  is the market rout over? Have we seen ... 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, October 15, 2015

Radio Show Notes: Structural forces in China and America

Deflation is a symptom, not a cause!  How to invest. in structural swamps. China We all know of those weak September inflatio... Read More >>

Friday, March 21, 2014

The fallacy of deflation - II

In point 4 our recent note on the fallacy of deflation, we argued that  markets may be staring in the wrong direction. Whilst it ... Read More >>