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 >>

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 04, 2016

Market Outlook: August - December 2016

Global Economic Time is stabilizing: buy the G3 plus Greater China What are your top 3 investment ideas?  -     &... Read More >>

Thursday, June 02, 2016

US, China, Japan & Viet Nam

Buy America and Viet Nam; sell China, Hong Kong and Japan  US ECONOMIC DATA US manufacturing has expanded for the third consecutive month... Read More >>

Thursday, May 05, 2016

Gold: seven reasons to buy

Gold is always good to have as portfolio insurance, but why buy now? Seven reasons.  Irresponsible politicians &  central ... 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 >>

Friday, June 05, 2015

Radio Show: The Fed is tightenig already!

The Fed has been tightening for some months by virtue of stopping QE; why Greece is winning the game of chicken, and where to put your money http:/... Read More >>

Wednesday, May 27, 2015

Podcast: China's shadow banking; quo vadis gold?

I ask experts whether China will implode like Japan, or explode like Lehman.  I also ask what drives the gold price so that we might know wher... Read More >>

Tuesday, January 20, 2015

In Gold we trust: another buying insight

Insurance, not investment. On 6th January we re-iterated out recommendation that you buy gold as an insurance policy. It should constitut... Read More >>

Sunday, September 21, 2014

In Gold we trust: it's insurance only!

Insurance only. At the end of this May, we  advised that you view gold as insurance and not as investment.  The key reasons are... Read More >>

Saturday, March 29, 2014

Europe has voted itself out of a business cycle

Rocketing prices.  On 15th and 21st March we suggested the myth of deflation. If anything, cost-push inflation is alive and kicking. ... Read More >>

Wednesday, March 05, 2014

In Gold We Trust

Here is what  I have drafted for tomorrow's show on Bloomberg TV at 11:40 AM.  As usual, I bank on your intelligence, thus providing... Read More >>

Saturday, January 25, 2014

Trash Crash IV: China's bank earthquake this Friday, 31st January

Today's newspaper are splattered with  panic regarding the currencies of  emerging markets, and disquiet because of the sh... 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 >>

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 >>