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 >>

Thursday, August 18, 2016

Why low interest rates create low capital investment

Low rates disfigure the market's pricing signals, so many cash-rich dinosaur companies are not investing in the real economy. What to do about th... 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, February 12, 2015

Brussels and Minsk: Tales of two cities

Brussels: plus ca la meme chose.  Current negotiations between Greece and the Troika are just a game of chicken: who will cl... Read More >>

Monday, September 23, 2013

Germany’s Deathly Dance

These controversial thoughts are not ones that you will find in any mainstream press! They certainly are unpopular with my German friends, but I am... Read More >>

Monday, June 24, 2013

Changing Economic Time®: So, how do I invest now?

How to invest now? We provide strategic (i.e. NOT "timing"/ "tactical" ) asset allocation thoughts concerning which instruments, markets, sectors, ... Read More >>

Tuesday, May 07, 2013

China, Japan & Europe: Strategic "Avoids"

Tomorrow I will be on Bloomberg TV at 11:40 AM Hong Kong time.  Here are some thoughts that I will share  on the three subjects highlight... Read More >>

Tuesday, November 06, 2012

Markets: Which elections DON’T matter to markets

Too much emphasis is being put on "top level" elections in the US and China.  As if Presidents or Premiers really are in charge any more. ... 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, July 10, 2012

Investment Thoughts

Markets continue gyrating, as we all know.  This has political as well as sound economic reasons, what with our Economic Clock® continuing... Read More >>

Thursday, May 03, 2012

Europe: time to short

A looming voter backlash will unsettle the markets and thus the Euro. This suggests caution by the investor. We give you three ways to exercise cau... Read More >>

Wednesday, May 02, 2012

India: don’t buy, the EconomicTime® must worsen

Of late, there has been a flurry of reports suggesting that India is a "strong buy". We suggest that this view is misplaced for three good reasons ... Read More >>