Thursday, July 13, 2017

Radio Show Notes: Repairing a Tesla with a horse-buggy manual

Central bankers are fighting yesteryears' wars: inflation bouts.  They run the risk of making severe policy mistakes which could trigger a mar... Read More >>

Wednesday, January 04, 2017

Greater China: Rising tensions

It is pointless wasting your time on the Greater China markets: their Economic Time® is bad, and geopolitical tensions are rising R... Read More >>

Thursday, November 10, 2016

Radio Show: Trump's "America first" during gridlock

How can Trump progress with his "America first" policy by angering Congress and foreign governments? THE ECONOMY Mr Trump has promised to dou... 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 >>

Tuesday, July 12, 2016

South China Sea: Investment implication

Today we will see how China reacts to an international ruling. Investment implications. The following text cum map  was copied from today/s E... 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 >>

Wednesday, December 23, 2015

RTHK Radio: Europe and seven investment themes

Why you should short the Euro. Seven investment themes, some odd ones, for 2016. 1. The Euro and the European Union For the EU headline the Finla... Read More >>

Saturday, December 19, 2015

Military: tensions in the China Sea

Sabre-rattling out here is getting noisier. What to do about it. Chinese war games This week, China's military conducted war games ... Read More >>