Thursday, July 20, 2017

Radio Show Notes: The Economic Clock explains markets

Readers know that we have run the framework of The Economic Clock® for years.  Robustly, it continues explaining market trends. My overa... Read More >>

Thursday, June 29, 2017

Radio Show Notes: Central Bank Fog, Bank Stress Tests and HK 20 years on

CONFUSING SMOKE SIGNALS[1] Central bank fears.  Quite correctly, Central Banks fear the return of inflation.  Given my ... Read More >>

Friday, November 25, 2016

USA: Why inflation is overrated by the bond market

Inflationary fears are overdone in the bond market. That's why you should buy bonds on dips. Firecrackers The  headlines of 23r... Read More >>

Thursday, November 24, 2016

Radio Show: Why US inflation is over-rated

Contrary to what the press writes, America's orders and sentiment are decidedly weak, i.e.non-inflationary US durable goods orders have come... Read More >>

Thursday, November 17, 2016

Radio Show: USA: Trump and Markets

Trump's infrastructure spending plans are ineffectual. Why you should buy in to the recent bond market sell-off.in America. US Donald Trump... 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 >>

Sunday, October 04, 2015

USA: Earnings vs The Economic Clock

"...earnings releases ...could move markets more than the Fed." (Howard Silberblat, S&P Dow Jones Indices) Diminished expectations ... Read More >>

Tuesday, September 29, 2015

Bloomberg Show: China, Japan & the Fed

Why you should be buying into weakness: China, Japan and America. Yesterday's Bloomberg TV shows. CHINA: earnings-driven "buy" Shrin... Read More >>

Wednesday, September 02, 2015

Wall Street is on sale: Radio Show

Wall Street is on sale, so "don't do something - stand there"! Here are my abbreviated speaking notes, along with the interview's clip. ... Read More >>

Friday, October 31, 2014

US market: buying made easy

Good reasons to buy. Just yesterday we suggested that the UIS market remains attractive: people will want to load-up on the dollar, thereby in... Read More >>

Sunday, September 21, 2014

Interest rates vs interest rate futures: connecting the dots

Forecasts.  (For the sake of convenience, remember that the Fed instituted its near-zero Fed Funds rates in December 2008.)  &nb... Read More >>

Tuesday, August 05, 2014

Asset Allocation: Third Quarter 2014

Here are some notes prepared for my TV show on Bloomberg and a radio show on Hong Kong's RTHK Investment strategy. Sectors you like/don't like... 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 >>