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 >>

Thursday, October 27, 2016

G-3 Radio Show: Interest rates and earnings

Fed funds will rise 13th-14 December. Why to buy bonds on price weakness. US corporate earnings set to improve. 1.  G-3 INTEREST RATES... 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, 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 >>

Thursday, March 19, 2015

Yellen heralds better Economic Time

So what crisis looms? A 1937-style convulsion or one predicated on avaricious currency mismatching? Good change to Economic Time®.  S... 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 >>