Friday, May 22, 2015

Global: where do I put my money?

Why you must go with the flow - and where. These are my notes for a Bloomberg TV show this Monday, 25th May 2015, 11:00 - 11:50 AM, Hong Kong time:... Read More >>

Friday, November 07, 2014

China: How fiscal policies amplify business cycles

Structural flaws in monetary policy.  Just yesterday we suggested that there are various structural flaws in China's monetary policy, fla... 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 >>

Monday, June 30, 2014

Hong Kong: Cutting ourselves in the foot

Here are some notes that I have compiled for a CCTV show which will run world wide as of tomorrow, 1st July.  It has a great deal to do with t... 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, October 24, 2012

USA: fin de cycle, now that markets have got real

We all know why markets have been tumbling for a  while, something which we had foreseen - much to our surprise, of course. So let's delve a l... Read More >>